Investment Philosophy

Waratah Yield Fund is a long/short portfolio of North American fixed income securities. The strategy utilizes credit spread and opportunistic overlays to seek absolute returns in all market environments. Fundamental, bottom-up security selection combined with active portfolio construction combine to target strong risk-adjusted returns with lower volatility and drawdowns than North American credit markets.

Highlights

Opportunistic and fundamental approach to North American credit

Established portfolio management team with a combined 35+ years of experience managing money through volatile markets

Why Use this Fund?

Ability to mitigate interest rate risk and capitalize on volatility

Updated on July 15, 2026

$100.6155 CAD

0.06 (0.06%)

WCALYF

Strategy

Long/Short Fixed Income

Strategy Inception

May 2026

Portfolio Manager

  Alex Nickle

  Adrian Wong