Investment Philosophy

The Waratah Alternative Equity Income Fund is a long-biased portfolio of North American equities, with a strong focus on Canada. With an emphasis on capital preservation, this fund has the flexibility to manage risk through the use of options and ability to short securities. The fund seeks to invest in companies with a history of prudent capital allocation and the capability to maintain or grow their cash flows. Research-driven stock selection with a focus on bottom-up fundamental research and active portfolio construction combine to target attractive risk-adjusted returns.

Highlights

Combined 30+ year experience managing through various market cycles

Eclectic and active management with low turnover

Why Use this Fund?

Targets consistent returns with lower volatility than the S&P/TSX Composite

Optional 5% p.a., paid monthly

For further information, please call 1-800-264-7853 (toll-free)

Updated on June 3, 2026

$158.4297 CAD

-0.71 (-0.45%)

WCAL4F

Updated on June 3, 2026

$142.3567 USD

-0.64 (-0.45%)

WCAL4FUS

Strategy

Absolute Return Canadian Equity Income

Strategy Inception

July 2019

Portfolio Managers

  Jeannine LiChong

  Adrian Wong

At this time, not all names in the portfolio are scored using the proprietary ESG scoring process. For positions that are not scored internally, an average of the MSCI (www.msci.com) and Sustainalytics (www.sustainalytics.com) scores are used in the interim.