Investment Philosophy

Waratah One X is a highly diversified, low net, long/short portfolio of North American equity securities that employs research-driven stock selection, dynamic portfolio construction, and active factor management. Its objective is to compound returns with lower volatility and drawdowns than North American equity markets.

Highlights

Proven track record of uncorrelated returns

Reduced tail risk

Why Use this Fund?

Focus on return and capital protection in all environments

Low volatility return stream with low beta

Strategy

Enhanced Diversified Market Neutral

Strategy Inception

February 2017

Lead Portfolio Manager

  Brad Dunkley

Co-Lead Portfolio Manager

  Jason Landau