Investment Philosophy

Waratah Special Opportunities Fund is a concentrated thematic portfolio that seeks to produce above market returns over an investment cycle by focusing on investments in a select number of long-term trends that are heavily researched by Waratah’s investment team. The fund seeks to invest in fundamentally attractive businesses that fit within the thematic portfolio construction.

Highlights

Waratah’s highest risk/reward strategy

Delivered market-like returns with a lower beta

Why Use this Fund?

Concentrated exposure to our highest-conviction secular themes

Ability to invest in less liquid equities not available in other Waratah Funds

Strategy

Concentrated Thematic Equity

Strategy Inception

April 2013

Portfolio Managers

  Brad Dunkley