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Waratah Energy

Waratah Capital Advisors Ltd.

Company Overview

Waratah Capital Advisors Ltd. is a Toronto, Canada based risk adjusted return investment manager founded by Brad Dunkley and Blair Levinsky in 2010. Our goal is to consistently compound wealth and protect against loss. Waratah combines intensive research driven stock selection with a disciplined and robust risk management program. Waratah manages assets across various equity long/short strategies including hedged income, market neutral and a concentrated best ideas portfolio.

Fund Strategy

WARATAH Energy is a low net exposure, long/short equity portfolio of North American energy securities. Fundamental research, dynamic portfolio construction and active factor management combine to produce compounded returns with significantly lower volatility and drawdowns than the S&P 500 Energy and S&P/TSX Energy Indices ("North American Energy Indices"). Waratah manages this strategy to go long higher quality securities and short lower quality securities while hedging out commodity, sub-sector and other factor exposures. This strategy has demonstrated a very low beta to North American Energy Indices.

Quick Facts

Category:
  • Directional » Equity Long/Short
Inception Date: 2015-04
Monthly Performance Data:
Jul -0.4%

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