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 paired 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

For further information, please call 1-877-264-7853 (toll free)

Updated on October 6, 2026

$100.8426 CAD

0.03 (0.03%)

WCALYF

Updated on October 6, 2026

$100.7597 USD

0.03 (0.03%)

WCALYFUS

Strategy

Long/Short Fixed Income

Strategy Inception

May 2026

Portfolio Manager

  Alex Nickle

  Adrian Wong