Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. The name Waratah is a symbol of strength and resilience — two attributes we look to embody through our funds. This name is inspired by an Australian flower with deep roots that protect the plant from frequent, unpredictable brush fires.
Waratah manages assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent 7% of the firm’s assets under management.
50+
Strength in numbers
INSIGHTS
Waratah clients receive access to frequent communications about our holdings, positioning, and investment philosophy.
Limited Information is available on our website. If you are interested in receiving frequent communication, please contact us.
Awards
Waratah Performance Fund
Overall Best 2021 Canadian Hedge Fund
Best Combined 10 Year Return and Sharpe Ratio
Winner, 3rd Place – 2021*
Waratah Performance Fund
Equity Focused
Best 5 Year Sharpe Ratio,
Winner, 1st Place – 2021*
Waratah Performance
Overall Best 2020 Canadian Hedge Fund
Best Combined 10 Year Return and Sharpe Ratio
Winner, 2nd Place – 2020*
Waratah One
Market Neutral
Best 5 Year Return
Winner, 3rd Place – 2020*
Waratah Performance
Equity Focused
Best 5 Year Sharpe Ratio
Winner, 2nd Place – 2020*
Waratah Performance
Equity Focused
Best 3 Year Sharpe Ratio
Winner, 1st Place – 2020*
Waratah Performance
Equity Focused
Best 3 Year Sharpe Ratio
Winner, 2nd Place – 2019*
Waratah One
Market Neutral
Best 3 Year Sharpe Ratio,
Winner, 2nd Place – 2019*
Waratah One
Market Neutral
Best 5 Year Sharpe Ratio,
Winner, 3rd Place – 2019*
Waratah One
Market Neutral
Best 3 Year Return,
Winner, 3rd Place – 2019*
Waratah One
Market Neutral
Best 5 Year Sharpe Ratio,
Winner, 3rd Place – 2018*
Waratah One
Market Neutral
Best 5 Year Sharpe Ratio,
Winner, 1st Place – 2017*
Waratah One
Market Neutral
Best 5 Year Return,
Winner, 3rd Place – 2017*
Waratah One
Market Neutral
Best 1 Year Return,
Winner, 3rd Place – 2017*
*For more information visit alternativeiq.com
Waratah Action Committee
Through this program, Waratah and its employees are able to
dedicate their time and resources to numerous initiatives
within the communities where we do business.
Out of the Cold Foundation 2025
April 2025
Waratah sponsored an “Out of the Cold” (OOTC) Community Takeaway Supper on April 7th. Our Waratah team members assisted in serving warm meals, coffee and tea to nearly 200 individuals who attended the supper.
Out of the Cold Foundation 2024
March 2024
Waratah sponsored an Out of the Cold (OOTC) Community Takeaway Supper on March 4th. Our Waratah team members assisted in serving warm meals, coffee/tea, clothing, and personal care items to nearly 300 individuals who attended the supper.
Avenue Road Food Bank
March 2024
Avenue Road Food Bank provides weekly support to individuals and families impacted by food insecurity in our community. Our Waratah team collected non-perishable food, personal hygiene, and baby care items in their drive for the local food bank.