Whale Rock talks AI, Waratah sees gold at Sohn Montreal (opens in a new tab)
Financial Post coverage of the Sohn Montreal conference: Brad Dunkley pitched Artemis Gold, arguing its Blackwater mine is undervalued against Canadian gold peers.
Hedge Fund
Toronto hedge fund manager running market-neutral, long/short and liquid-alt equity funds plus thematic private equity.
Waratah Capital Advisors is a Toronto-based alternative asset manager founded in 2010 by Brad Dunkley (ex-Gluskin Sheff) and Blair Levinsky (ex-TD Securities). It manages six funds and two private equity strategies, combining research-driven stock selection with a formal risk process, for wealthy families, family offices, foundations, Canadian bank platforms and pension plans. Founders and staff own about 11% of the assets it manages. It has more than 50 staff and runs fall, winter and summer internship and co-op terms, and many of its students stay on full-time.
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Waratah Yield, Core, Performance and Income funds.
Waratah One X Fund, co-managed by Brad Dunkley and Jason Landau.
Retail-accessible alternative mutual funds: Waratah Yield Fund, Waratah Alternative Equity Income Fund and Waratah Core Fund.
Direct thematic vehicles for accredited investors: the Electrification and Decarbonization Fund and a niche private real estate strategy. The firm lists Lithium Royalty Corp. as a successful exit.
Waratah Special Opportunities Fund, led by Brad Dunkley.
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From the inside
Reasons that work in interviews
4 reasons for Waratah Capital Advisors
Expect the real question underneath to be “why this strategy”, then “why this platform within it”. Have a view on long/short versus multi-manager versus event-driven before you have a view on the firm, and bring one idea you can defend.
Long/short equity with several distinct strategies including an energy-focused vehicle, so the firm is not a single-product shop.
Founded by investors who came from a well-known Canadian manager, which shows in how the research process is run.
Canadian-focused long/short is a narrow field, and this is one of the few places to learn it properly.
Mid-sized team: analysts own names rather than support them.
Coming soon
We’re collecting the real technical and behavioural questions candidates were asked at Waratah Capital Advisors, by role and office, and how each round runs.
When they’re in, they’ll be part of BSO Pro, which already has candidate reports for dozens of firms.
Interviewing there sooner than that? Get in touch and we’ll help you prepare.
How juniors get in
Runs Fall, Winter and Summer co-op and internship terms (apply by email to careers@waratahcap.com) and has converted equity co-op students into full-time Investment Analysts.
Green: evidence it does. Struck through: evidence it doesn’t. Dashed: no public evidence either way.
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Co-Founder, President & Chief Executive Officer
Executive
Leads Waratah's strategy and growth, is Lead Portfolio Manager on the Global Electrification and Decarbonization Fund and is Executive Chair of Lithium Royalty Corp. Before co-founding Waratah he was a managing director in TD Securities' institutional equities group and earlier worked in its ECM and M&A teams. Western, Dalhousie law and MBA.
Co-Founder, Chief Investment Officer & Chief Risk Officer
Investments and Risk
Oversees all investing and risk at Waratah, which he co-founded in 2010. Lead PM of the Waratah Performance Fund and Special Opportunities Fund and a PM on the One X Fund. Previously ran equity long/short strategies at Gluskin Sheff. CFA; Wilfrid Laurier BBA gold medallist.
Group Head, Executive Vice President & Portfolio Manager
Investments
Joined Waratah in 2010 and heads the investment team; Lead PM on the Waratah Core Fund and co-PM on the One X Fund. Previously an Associate in investment banking and equity capital markets at TD Securities, working on Canadian M&A and on equity, convertible and preferred share pricing. Ivey HBA.
Executive Vice President & Portfolio Manager
Investments
Joined Waratah in 2018 after 22 years at Gluskin Sheff, where she was an EVP and Canadian equities PM managing $2.6 billion. She manages the Waratah Income Strategy. University of Waterloo graduate; CPA, CA and CFA.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Financial Post coverage of the Sohn Montreal conference: Brad Dunkley pitched Artemis Gold, arguing its Blackwater mine is undervalued against Canadian gold peers.
A 22-year Gluskin Sheff portfolio manager joins to run the Waratah Income Strategy.
Brad Dunkley and Blair Levinsky found Waratah Capital Advisors in Toronto; Jason Landau joins the same year.
No sourced transactions or people moves for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
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Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Waratah Capital Advisors · Date unavailable · waratahadvisors.com
Financial Post · Jun 4, 2026 · financialpost.com
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Posting open Sep to Oct; Interviews Oct to Nov; Offers Nov to Dec.Fall 2027
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Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.Summer 2028
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Posting open Jun to Sep; Interviews Oct; Offers Nov.Programs
Internship / Co-op · Toronto
Students apply by emailing a resume and preferred term to the firm's careers inbox. Waratah says it has kept many former students on as full-time staff.
Typical background
GuidanceA Big Six or boutique investment bank, a pension rotation, or asset management.
Large-cap platforms and global multi-strategy funds
Upper mid-market PE, infrastructure, the Maple 8 and large managers
Waratah Capital Advisors is hereMid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
Small-cap private equity, boutique managers and early-stage VC
Where people go next
GuidanceApply now
Fall 2027
Apply from May 2027
Summer 2028
Apply from Jun 2027