Investment Philosophy

Waratah Performance is a directional long/short portfolio of North American equities. This strategy matches conviction with position size and can build up to 10% of the portfolio in a single security. Detailed research driven stock selection combined with active portfolio construction combine to target strong risk-adjusted returns with lower volatility and drawdowns than North American equity markets.

Highlights

Equity returns with consistently less risk over 15-year track record

Half the volatility of broad market indices

Why Use this Fund?

Diversification from cap-weighted indices

Predictable risk-adjusted returns

Strategy

Directional Long/Short Equity

Strategy Inception

July 2010

Portfolio Managers

  Brad Dunkley