Three of our five funds are now offered as a liquid alternative mutual fund. Both funds play a unique role in a well-diversified portfolio and can help investors achieve their objectives with a much smoother ride.

We combine fundamental stock selection with factor analysis and risk management.

Our offerings allow accredited investors to directly invest in some of our most heavily researched thematics.

We recognize that our team members are our greatest asset, and we strive to provide them with the support and resources they need to achieve their full potential. Please see our current openings, or follow us on LinkedIn to stay up-to-date on future opportunities.

Chantelle joined Waratah Capital Advisors in 2020. She is responsible for managing the firm’s compliance and business practices framework. Prior to joining Waratah, Chantelle worked at Alignvest Management as an Operations and Compliance Associate, working directly with the COO and CCO to perform operational tasks and compliance oversight. In this capacity, she assisted with regulatory fillings […]

Claire joined Waratah Capital Advisors in September 2017. Claire is responsible for the financial reporting of the firm and of the funds managed by the firm. Prior to joining Waratah, Claire worked as an Audit Manager at a public accounting firm, where she specialized in providing assurance services to clients in the financial services industry. […]

Dimitri is the Chief Operating & Compliance Officer at Waratah, playing an integral role in shaping the firm’s operational strategy and governance framework since its inception.  With extensive expertise in financial operations and regulatory compliance, he ensures the integrity, efficiency, scalability, and optimization of Waratah’s business infrastructure – safeguarding operational efficiency and risk management to […]

Our team has varying backgrounds in mergers and acquisitions, private equity, portfolio management and optimization, investment banking, and sell side research. We are well positioned to meet the challenges in the constantly changing environment with expertise in risk, prime brokerage, operations, and corporate finance.

Since inception, Waratah has focused exclusively on alternative investment strategies tailored to the needs of sophisticated investors. We serve high-net-worth families, family offices, foundations, Canadian bank platforms and pension plans. Across these relationships, our objective remains consistent: to deliver thoughtful, risk-aware return potential over the long term.

Waratah Capital Advisors manages assets from high-net-worth individuals, family offices, foundations, bank platforms, and pension funds.