Investment Philosophy

Waratah Core is a non-exclusionary, diversified investment portfolio composed of long and short equity positions with a strong emphasis on integrating Environmental, Social, and Governance (ESG) factors into our fundamental analysis. Our process hinges on integrating three core elements: ESG considerations, collaboration across the Investment Team and rigorous risk management framework. The strategy’s independent and proprietary ESG scoring dataset leads to more resilient, impactful, and future-ready investments. The Waratah Core strategy strives to provide strong risk-adjusted returns with lower volatility and drawdowns than equity markets.

Highlights

Often used as a core long / short in a portfolio

Ideas and themes from across the entire Investment Team

Why Use this Fund?

Preserve capital during market uncertainty while capitalizing on growth opportunities in favorable conditions

Identify more resilient, impactful, and future – ready investments with a non- exclusionary, ESG consideration

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

Updated on June 3, 2026

$149.2701 CAD

-0.29 (-0.19%)

WCALIF

Updated on June 3, 2026

$154.2155 CAD

-0.30 (-0.19%)

WCALIFF

Updated on June 3, 2026

$154.2184 USD

-0.31 (-0.2%)

WCALIFUS

Updated on June 3, 2026

$99.5515 CAD

-0.23 (-0.23%)

WCALID

Strategy

Long/Short Equity with Integrated Proprietary ESG Factor Analysis

Strategy Inception

July 2020

Portfolio Managers

  Jason Landau

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.