WARATAH is a Toronto, Canada based Investment Management Firm dedicated to producing excellent
Risk-Adjusted Returns. Waratah was formed in February 2010 by Brad Dunkley and Blair Levinsky,
veterans of Gluskin Sheff + Associates and TD Securities, respectively. The firm manages three
equity long short mandates with an emphasis on protection of capital. To achieve these goals
Waratah follows a disciplined approach to managing risk which involves measuring and monitoring
portfolio exposures across factor variables and maintaining strict adherence to a liquidity bias.
Waratah's portfolio construction is conservative by nature and its security selection is
fundamentally driven. Waratah Capital Advisors Ltd. is a registered Portfolio Manager, Investment
Fund Manager and Exempt Market Dealer with the Ontario Securities Commission.
The objective of WARATAH Income is to achieve an annual compounded net return of 8% to 12% over five and ten year investment periods. The Fund takes long and short positions in US and Canadian equities producing a portfolio yield of 3% to 7%. The Fund may also invest in corporate bonds and preferred shares.
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The objective of WARATAH One is to achieve an annual compounded net return of 8% to 12% over five and ten year investment periods. The Fund is highly diversified with long and short positions in US and Canadian equities. A disciplined approach to risk control is used to measure and manage portfolio exposures.
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The objective of WARATAH Performance is to achieve an annual compounded net return of 15% over five and ten year investment periods. The Fund takes long and short positions in US and Canadian equities representing the ‘best ideas’ of Waratah’s investment team. When conviction is high, concentrated positions of up to 10% of the portfolio may be taken in individual securities.
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