Waratah Capital Advisors Ltd.

Waratah Capital Advisors is an investment manager that primarily advises pooled investment vehicles and a small number of separately managed accounts. Its investor base includes institutional allocators such as pension funds and endowments, as well as high‑net‑worth individuals who access strategies through the firm’s funds and feeder structures.

The firm combines bottom‑up fundamental security selection with quantitative, multi‑factor risk controls to run predominantly long/short equity strategies, actively adjusting gross and net exposures and employing hedging and rolling stop‑loss limits. Waratah also offers a levered implementation of its core strategy and may use borrowing against account assets in certain separately managed accounts, which affects both return potential and risk profile.

Compared with many peers, Waratah is organized under non‑U.S. law and maintains its principal office outside the United States while being registered with U.S. and non‑U.S. regulators. Its product lineup spans traditional long/short and income strategies as well as niche vehicles — including a fund focused on electrification and battery materials, royalty interests and private equity exposures, and a real‑estate operating vehicle — and it applies a proprietary industry‑specific ESG scoring system in one core fund; the firm reported managing approximately $2.77 billion in discretionary assets and typically allocates profit‑sharing arrangements across its client vehicles.