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.

Generated strong risk-adjusted returns relative to Canadian Universe bond index since inception.

Strategy

Opportunistic Fixed Income / Credit

Strategy Inception

September 2022

Portfolio Managers

  Alex Nickle

  Adrian Wong