WARATAH CAPITAL Overview

Waratah Capital Advisors Ltd. is an investment advisor that manages 104.8 MM dollars in regulatory AUM and has 16 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 559MM in positions, representing 534% of the manager's regulatory AUM.

WARATAH CAPITAL StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WARATAH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KHC 3.54% Cons. Staples -7.38% -0.15% 0 13%
LAD 3.36% Cons. Disc. 6.42% 0.01% 1 4%
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FEATURED IN
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WARATAH CAPITAL Founders and Key Employees

Name Title In Position Since
Blair I. Levinsky President February-2011
Bradley R. Dunkley Chief Executive Officer, Secretary February-2011
Dimitri Michalopoulos Chief Operating Officer, Chief Compliance Officer December-2011

WARATAH CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro

WARATAH CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Waratah takes both long and short positions in primarily North American equity securities based on fundamental bottom up analysis. Waratah also employs a quantitative driven factor management approach to managing risk.

Security Analysis

Security analysis at Waratah is composed of traditional fundamental analysis including but not limited to:

 Valuation
 Qualitative business evaluation

8
 Company, peer group and industry research
 Meeting and/or calls with company management
 Review of third party research
 Analysis of consensus opinions and expectations
 Pro forma analysis of various possible alternate company scenarios

Waratah invests in securities in which it believes that it can generate a return for clients. Waratah also selects securities on the basis of managing overall portfolio exposures (see “Risk...
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WARATAH CAPITAL Portfolio Concentration

WARATAH CAPITAL Location

1 TORONTO STREET
SUITE 401
TORONTO, ONTARIO, CANADA, M5C 2V6

WARATAH CAPITAL Contact Information

Phone Number: 416-637-5622
Fax Number: 416-504-7536
Website:

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