Bloodstock Briefing - Looking ahead to the 2025 breeding season

Words - Jordin Rosser

As 2024 draws to a close, stud farms all over the country are gathering stallion prospects for the upcoming year and to attract breeders to their new prospects, managers must think strategically on where their prospect will fit in next year’s market. 

With the North American foal crop on the decline in recent years and rising costs, breeders have begun to attempt new tactics and adapt to new business strategies to allay these concerns.

We have gathered the opinions of Lere Visage, the general manager of Rockridge Stud in New York and his stallion manager, Erin Robinson. Rockridge Stud stands stallions such as AmericanRevolution, Mind Control and War Dancer. Supplemental information including statistics were provided by the Jockey Club Fact Books – referencing three of the largest states for breeding: New York, Kentucky, and Florida.

Q: What factors determine trends in the next year’s breeding season?

Breeding Community

Similar to real estate, location is a key factor in determining matings due to time and financial costs incurred by shipping the mare to the stallion and possibly boarding for the mare to ensure she is in foal. 

Depending on the breeder’s financial status, the location of their farm in relation to the stud farm is a limiting factor in choosing a stallion for their mare. 

In New York, Rockridge Stud is trying a new tactic, as Robinson mentioned in the case of Mind Control and AmericanRevolution, multiple farms ‘collaborated to get the stallions to New York and get him “syndicated and with full support from breeders near and far” by offering micro shares in ownership for these future racing hopefuls. In allowing these stallions of ‘Kentucky caliber’ to be offered in New York, have led these stallions to reach ‘Kentucky numbers’ of mares bred (nearly 200), as stated by Visage. 

Breeding/Racing Incentives – Breeders Awards, Tax Incentives, State-Bred Racing Conditions and Stallion Stakes

For the three large foal crop states, the incentives to produce foals are plenty. In Florida for example, there are tax exemptions for the purchase of horses from the original breeder and stallion seasons. In Kentucky, the KTDF registration allows for additional purse money to be added to a KY-registered horse - similar to both New York and Florida. In New York, the breeder’s awards have been upped to 40% for a New-York sired horse in 2024 - a 20% increase from 2023. 

In Florida and New York, there are racing conditions written to sweeten the purse for state-registered entries and if the horse is sired by a registered state stallion, the horse is then eligible to participate in stakes races with additional purse money and increased breeder awards leading to a strong financial incentive.

Commercial Stallions

To provide stallions of superior quality, the commerciality of the horse requires it to have already been successful in the breeding shed previously or fresh from the racetrack.

The qualities necessary for an attractive first year stallion include horses with great race records, good conformation, and sired themselves by a proven sire. At the end of the racing season, stud farms are working to add newly retired stakes horses or their siblings to their stallion roster. For stallions with runners, the year’s results could allow for a stallion to be more or less popular with breeders. 

Q: With the continued decrease in foal count, how does this affect the upcoming breeding season?

According to the Jockey Club, the number of foals born in 2022 (fully registered and a more accurate count of horses foaled by the time the horse is 2 years old), decreased by 4.89% from 2021. At first glance, the decrease in percentage is concerning.

However, according to Robinson, there is a strong likelihood that “not well producing mares have been taken out of the producing population and there is more rehoming and retraining”. In reality, as Robinson points out, not all producing horses are “cut out for that career” and, if able, it would be more constructive to retrain and rehome them. This has been moving the industry towards ensuring the best breed with the best when possible and creating more high quality horses.  

Q: How can we address these concerns heading into the upcoming year?

As an industry, it can be disheartening to see the foal crop count falling. However, it might behoove us to consider the minimum number of runners necessary to fill races at the tracks currently open and take into consideration the percentage of horses who do not start out from the foal crop as well as how often a horse is likely to race. This minimum viable racing foal crop calculation could provide a more complete picture of the industry and provide more ideas around racing conditions. 

In the Thoroughbred racing industry, there is a place for all players, but only if they have a strategy. In breeding, the goal is to support their stud until he begins to produce runners where his progeny will speak for himself. Some farms choose quantity of foals, some choose quality of mares and others support risk management through unique ownership structures which include the developing micro share offerings. 

Starting a stallion syndicate is not a new concept, but starting a stallion syndicate with micro shares and with a community of stud farms is - if this concept proves itself to be viable, it may begin to change how stud farms operate.  

Bloodstock Briefing - opinions on enhancing yearling sales

Compiled by - Jordin Rosser

The ecosystem of the Thoroughbred racing industry, like all ecosystems, requires its components to be interconnected and interdependent to be a functional system. If one of the components disappears or is compromised, the ecosystem as a whole suffers. Today, the racing industry has shown trends that the middle market is on the decline, risking a lack of market diversity. To restore the Thoroughbred racing industry ecosystem to its full potential, other areas need to be supportive – the bloodstock industry is one we can start the discussion with. 

To discuss ideas on how the bloodstock industry can strengthen the middle market, we gathered the opinions of racing secretaries, bloodstock agents, and middle market buyers. Keith Doleshel, a NYRA racing secretary, and Tracy Egan, the executive director of the New York Thoroughbred Breeding and Development Fund, bring to light the benefits of auction races to New York’s racing program. Clark Shepherd of Shepherd Equine Advisors, a well-known bloodstock agent in addition to a respected pedigree analyst, weighs in on middle market client strategies at auctions. Lastly, Charles Weston: an experienced and knowledgeable middle market buyer who has seen success over the last 30 years through partnerships and bloodstock selections. 

Q: What can the bloodstock industry do to support the middle market? 

Note: This is strictly opinion and does not reflect the stance of any organization. These points are intended to be read as conversation starters and used to fuel the discussion around what might be good for the health of the industry.

Based on the panelists’ experiences as a bloodstock agent or as a middle market buyer, they have compiled a list of suggested starting points: 

Education for New Investors 

Many new investors may be overwhelmed at the amount of knowledge required in selecting new additions to their stable, the processes of training horses, and general strategies on how to be a successful racehorse owner. Shepherd is an avid believer that the new middle market investor can learn the skills to see a horse’s “potential value” to give confidence in the process and in their agent’s decisions but only if they in turn are trained on what is expected. 

Technology Advancements

Auction houses’ ability to provide transparency and information accountability has given rise to more disclosures thereby improving information surrounding the bloodstock for sale, in turn making it more important to purchase the “right '' horse. Shepherd recommends genetic testing, cardio scans, and performance analytics to give more insight on purchasing the “right” horse, who will be both successful and profitable. 

Breed for Racehorses not Commercial Horses

Recently, breeders are becoming more “savvy” according to Shepherd with regards to breeding their bloodstock to become racehorses instead of commercial horses (meaning horses for the sales ring). Racehorse attributes include the right pedigree and conformation to be quality horses destined for the track. With the continued decrease in commercial horses, the ratio further trends towards more quality racehorses for owners to become more profitable. 

Create more ‘Coupons’

Weston affectionately calls registrations, certifications, auction races, and other nominations by the term ‘coupons’. These provide incentives for extra purse money for owners, breeders awards, and more to go into the pockets of middle market buyers and breeders. When attempting to make their bloodstock investment profitable, one strategy Weston uses is to have certifications and nominations be as geographically local as possible which allows for easy shipping between tracks for options in race conditions, incentivized purse structure, and in the case of auction races the ability to be competitive. 

Partnerships

One of the main concerns discussed amongst the industry is rising costs in training bills and initial purchase prices due to supply and demand concerns. Partnerships can provide an avenue through which buyers can own significant percentages of a horse but split the costs of ownership amongst others. A strategy Weston uses is to send his horses to a trainer who wishes to be a co-owner as it allows for the individuals’ training bill to be lowered and incentivizes the trainer to select the best racing conditions while offsetting risk.

Q: Does breeding to the sons of top stallions for less in stud fees provide a benefit to the middle market? 

A consensus was reached among the panelists indicating the profit margin is most apparent in bloodstock whose sires are sons of top stallions with the exclusion of the top freshman stallions. Due to the stud fee being cheaper, the initial cost needed to break even with respect to the stud fee as a breeder is significantly lower compared to other stallion options. Thus, when the breeder wishes to sell, the profit margin may not be as large as if the bloodstock was by a top stallion with a good conformation or movement, but it still does provide the opportunity for profit – particularly if the resulting bloodstock does have good conformation and movement. From a middle market buyer’s perspective, if a horse is purchased anywhere from $15,000 to $50,000 and requires class relief to the claiming ranks to be competitive, the purchaser is less likely to be impacted negatively as there is opportunity to offset both the initial and recurring costs.  Weston has found success with this method with many purchases he has made for himself or in partnerships inclusive of Con Lima, who was a multiple graded stakes winner earning nearly $900,000 and sired by the A.P. Indy stallion Commissioner.  

Q: If the large-scale introduction of auction races were to be implemented, how would that affect the market? 

Thoroughbred racing in Europe launched auction races into prominence with their racing programs and due to their popularity, the concept was brought to America via tracks in New York and Kentucky. Many of the benefits of these races include giving “trainers and owners who do not own expensive horses a chance to win at important venues”, an “outlet for middle market and regional stallions to sire winners in what has become a hyper competitive marketplace”, and “an opportunity to play on a level [playing] field” according to Tracy Egan. Given the overfilling of auction races in New York, Keith Doleshel believes the idea will begin to “trickle down” to other racetracks. In general, striking a balance between the different levels of racing is required to maintain a high-quality meet, and these auction races provide additional opportunities for the middle market to find success and stand out.

For the racing industry to flourish, the middle market is needed not only at the auctions but at the racetrack. If the middle market were to shrink further, the purchases of middle market horses would primarily be conducted through claiming races. Given breeding operations need a healthy profit margin to continue through auction purchases, claiming horses would only incentivize breeders to narrow their operations. Beyond this, racetracks need bloodstock at all levels to be sustainable and continue to be competitive for the racing enthusiasts, betters, and horsemen. How else can one progress otherwise, after all? Racing is a global economic engine and to preserve it, a successful middle market must exist. To do this, we must come together as a community to bring new blood into the market in a well-informed manner where the newcomers believe they have a genuine chance at success.

The Principles of Genetic Research and its Impact on the Thoroughbred Racing World

Article by Holly Robilliard and Cassie Fraser

GMO Thoroughbreds? Superhorses created in the lab? Is genetic doping a real “thing”? It’s time for a reality check and a good, hard look at what’s real, or even possible, and how it can hurt or help the Thoroughbred industry.

Breeders, trainers, and owners continually seek a competitive edge, striving to produce horses with the speed, stamina, and resilience needed to succeed on the racetrack. Concurrently, there is increasing pressure and responsibility to minimize animal discomfort, injury, and death in a public forum. Therefore we must carefully examine and balance all the tools at our disposal before determining which ones to use and how.  

Interestingly, there is a growing technology that may be of more notable controversy than even horse racing: The power of genetics. Perhaps the greatest power man has ever wielded, genetics has sparked numerous debates over the good and evil it can bring. As with most new things, there is a significant fear of the unknown, so how do we even begin to understand it? In short: research, homework, and fact-finding. Let’s look at what is fact, scientifically known, and possible today, and then consider what may be possible in the future. 

Genetic Influences on Equine Performance

DNA, often called the “blueprint of life,” holds the key to a horse’s inheritance and development, from its physical prowess, size, and speed, to temperament and abilities. By studying their genetics, we can unravel the intricate code that dictates the pre-existing traits and characteristics of these powerful athletes. This information can then be utilized in our breeding and performance programs to improve suitability and success, all while upholding ethical standards and preserving the integrity of the sport.

The general rule for Mendelian traits is that a foal inherits one allele from each parent for a given gene. If the inherited alleles are the same, the horse is called homozygous for that gene. If they are different, they are heterozygous. As heterozygosity goes up, genetic diversity is increased, resulting in more variation in the genetic content. This results in a greater adaptability to environmental stressors and change, leading to a more robust animal and population. With equine genetics, we tend to focus on three kinds of genes: Causatives - genes/variants that directly cause a trait or condition, Correlatives - genes/variants that appear alongside, or in common, with a trait or condition, and Risks - genes/variants that increase their likelihood/risk of acquiring that trait or condition. 

A Thoroughbred study by Momozawa et al. found an association between the dopamine d4 receptor (DRD4) gene and a measure of temperament. In the study, “curiosity”, defined as, “an interest in novel objects and a willingness to approach them”, was prevalent in horses with a particular gene variant. Horses preferring to observe carefully, from a distance, were of the opposite variant type, named “vigilance”. Although further research is required, it is not unreasonable to consider that temperament affects a horse's ability to learn, break from the gate, or handle the pressure of large crowds on race day.

Another performance trait, perhaps of more notable interest to Thoroughbred enthusiasts is the “speed” gene, myostatin (MSTN). This insertion results in increased muscle growth in horses and other mammals. Genetically, horses can have two copies of the “Sprint” variant, two copies of the “Endurance” variant, or one copy of each, “Sprint/Endurance.” Thoroughbreds homozygous for the Sprint variant tend to excel earlier in age, at shorter distances (8 furlongs or less) with quick bursts of speed. Horses homozygous for Endurance excel later, and at longer distances (9 furlongs or more). However, heterozygous horses won at all distances, having both quick bursts of speed  and endurance capabilities (Fig 1).

Using genome-wide association studies (GWAS), scientists can analyze equine DNA and identify specific genes associated with various health and performance traits. This research holds immense promise, pinpointing genes responsible for desirable traits like speed, temperament, gait, size, and overall health. So how can we use it to produce horses with optimized genetic profiles for racing, while minimizing risk and injury? The answer lies within our breeding programs.

Breeding & Buying Optimized With Genetics

For generations, breeders have been making selections for observed traits, such as pedigree, racing history, prior offspring performance, and conformation. Additionally, “Nicking,” the strategic crossing of certain lines with an observed affinity for one another, is another well-known method used to make breeding decisions. These techniques may be successful, as the chosen bloodlines possess underlying genetic traits that express and complement one another. Given science today, the next evolutionary step in this process is to genetically test and confirm the desired traits are present and will be passed on in the most advantageous combinations.

Inbreeding (having drastically reduced genetic diversity) poses a significant challenge within the Thoroughbred racing industry due to the closed nature of the studbook. Science shows that a 10% increase in inbreeding reduces a horse’s likelihood of successful racing by 7%. Essentially, higher genomic inbreeding correlates with poorer performance. Traditionally, we have relied on pedigree and conformation to make mating decisions. Today, using actual genetics, we can calculate accurate genomic inbreeding and work toward decreasing it. On paper, two mares (full siblings) would appear to have the same inbreeding value. In reality, they can differ greatly, and if bred to the same stallion, may produce foals with drastically higher, or lower, genomic inbreeding values.

Using myostatin again, let’s look at a stallion that, by conformation and pedigree, appears to be the perfect match for your mare. Genetically, the mare is Sprint/Endurance and the stallion is Sprint/Sprint. This would result in a foal who is 50% likely to be Sprint/Endurance and 50% likely to be Sprint/Sprint. Now, if you breed that same mare with a stallion who has, at a minimum, one copy of endurance, the foal would still have a 25% chance of being Sprint/Sprint. However, it would also have a 50% chance of being Sprint/Endurance, and a 25% likelihood of being Endurance/Endurance, giving it longer-distance capabilities.

Beyond discovering performance-related traits, genetic research plays a vital role in promoting the overall health and sustainability of the breed. Health and soundness risks, such as Recurrent Laryngeal Neuropathy (RLN), or “roaring”, Kissing Spines, and Tendinopathy are being actively developed as genetically testable variants. Some of these traits can limit a Thoroughbred's pre- or post-racing career. Other predispositions, like Chronic Idiopathic Anhidrosis (CIA), or “non-sweater,” or Fracture Risk, can be life-ending if they go undetected. 

Through the use of genetic testing and associated technologies, breeders can “Build-A-Horse” to their specifications by crossing specific sires and dams using confirmed, heritable genetics, that create that optimal foal. By making breeding decisions based on math and science, we can reduce the presence of undesirable health traits in our programs.

As more Thoroughbred owners utilize genetics, collaborating researchers will continue identifying areas of strength and vulnerability in health and performance. This knowledge empowers breeders and buyers to make informed decisions that preserve genetic diversity and ensure the long-term strength of Thoroughbred bloodlines. Given the considerable investment of both resources and effort involved in the production and training of horses destined for the track, decreasing risk and increasing financial management is paramount. Remarkably, the cost of utilizing genetic testing to ascertain a horse’s optimal race distance is less than one week's feed, and can ultimately save owners and breeders both time and money.

Navigating Ethical Considerations

As genetic research becomes increasingly integrated into the Thoroughbred racing industry, it’s wise to approach this technology with foresight instead of fear. Whilst it offers unprecedented opportunities for improvement and advancement, this research also carries the potential for unintended consequences and ethical dilemmas that must be carefully navigated. 

The topic of cloning has been hotly debated in the last decade. The first reaction appears to be to “ban” it in certain registries and competitions. Interestingly, the fears stoked by this technology have not materialized into truth for a seemingly simple reason: You can replicate the genetic code of an animal, but it’s another thing entirely to replicate the uterine environment, the training, feeding, life experiences, and competition circumstances.

Another recent concern within the industry is the concept of “gene doping” to create superhorses, which involves artificially modifying an athlete's genes to enhance their performance. For example, the myostatin gene may become the target of genome editing in horses, as it alters the amount and composition of muscle fiber types. Although there are no known foals born, to date, with genetically altered myostatin, could it happen? Maybe. Would the effect be instant in something like myostatin? No. Why? Because that’s not how it works! A live animal has a fully formed physical plan in place, especially for things such as muscle, tendons, and bone. Today’s most advanced gene therapies tend to be extremely targeted regions, take months to years to work, and are extraordinarily expensive. 

Assuming it’s possible to change the myostatin disposition of a horse, could we detect that it was manipulated? The answer, according to multiple experts, is a very strong, “maybe”. Technique and timing would matter as would the simple question of, “Could this foal’s parents have passed on this genotype?” As technology advances and provides the opportunity for a competitive edge, it’s safe to say that someone will try it. What then? The answer may just come down to numbers, like everything else on the track.

So, with all of this knowledge, can someone choose a bunch of genetic traits and create a Superhorse? Although you hear about it every day, complex genetic editing is just in its infancy. It is possible to change a gene or variant within an embryo- We’ve been doing it for decades already. So why not a Superhorse? Well…consider the following:

1. It’s not easy to insert a single correct genetic edit that results in a living animal. 

2. It takes a large number of iterations and time for that one change.

3. The process can be super expensive. Multiply this by many dollars and much more time for every additional genetic change you wish to add.

4. Once you’ve produced genetic change, now you have to wait years to see the foal perform at which point your choice of changes may no longer be the winning combination!

Although we are likely years away from this being a feasible, let alone common, issue, we need to take steps now to understand genetics and devise a reasonable path forward. Preventing the misuse of gene editing could be as simple as creating a standardized genetic testing requirement via hair sample in addition to the standard parentage verification. This initial hair sample would serve as a genetic baseline, offering a comparison for those taken at a later date when genetic modifications are suspected. 

By adhering to rigorous standards of ethical conduct, transparency, and accountability, we can harness the full potential of genetic research while safeguarding the welfare and integrity of Thoroughbred racing.

Conclusion

Genetic research and testing represent a game-changing advancement for the Thoroughbred racing industry. It is a powerful tool for enhancing the quality, health, and performance of racehorses- all of which are required to maintain the sport's integrity. As we increase our understanding of equine genetics and discover new traits applicable to the Thoroughbred, we can produce healthier, more competitive horses, while reducing the historical struggles of inbreeding and breakdown. Although we must be careful to adhere to the ethical code set forth within the industry, by utilizing genetics to build the next generation of improved thoroughbreds, we can take ownership of the technology and usher in a new era of excellence and innovation within the sport.

Sources

Hill, E. W., Stoffel, M. A., McGivney, B. A., MacHugh, D. E., & Pemberton, J. M. (2022). Inbreeding depression and the probability of racing in the Thoroughbred horse. Proceedings of the Royal Society B, 289(1977). https://doi.org/10.1098/rspb.2022.0487.

Momozawa, Y., Takeuchi, Y., Kusunose, R., Kikusui, T., & Mori, Y. (2005). Association between equine temperament and polymorphisms in dopamine D4 receptor gene. Mammalian genome, 16, 538-544. https://doi.org/10.1007/s00335-005-0021-3

Rooney, M. F., Hill, E. W., Kelly, V. P., & Porter, R. K. (2018). The “speed gene” effect of myostatin arises in Thoroughbred horses due to a promoter proximal SINE insertion. PLoS One, 13(10). https://doi.org/10.1371/journal.pone.0205664 

Tozaki, T., Ohnuma, A., Nakamura, K., Hano, K., Takasu, M., Takahashi, Y., ... & Nagata, S. I. (2022). Detection of indiscriminate genetic manipulation in Thoroughbred racehorses by targeted resequencing for gene-doping control. Genes, 13(9), 1589. https://doi.org/10.3390/genes13091589

Bloodstock Briefing - examining the sire lines which are no longer popular and asking what has caused their demise?

Article by Jordin Rosser

The first breeders of the modern-day thoroughbred had imported 197 Middle Eastern stallions to breed to their English mares in the 17th and 18th centuries, but only three of those stallions’ sire lines are present today – the Darley Arabian, Godolphin Arabian and Byerley Turk (1). Of these three foundational sire lines, the Darley Arabian has dominated the bloodstock industry, with both the Godolphin Arabian and Byerley Turk sire lines having dwindled in number. Even with the abundance of the Darley Arabian line, there are branches in this foundational sire’s line which have been lost or are endangered.

To discover why these sire lines are disappearing, we must look at the thoroughbred breed on a global stage. We have gathered pedigree analysts and breeders from Europe, United States, and Australia to examine the less popular sire lines and what factors caused their demise. Suzi Prichard-Jones (the author of Byerley, The Thoroughbred’s Ticking Time Bomb and founder of The Byerley Turk & Godolphin Arabian Conservation Project) and Alan Porter (a pedigree analyst for Pedigree Consultants LLC and co-creator of TrueNicks) are pedigree experts from Ireland/United States and United States, respectively. John Messara (the founder and owner of Arrowfield Stud in NSW, Australia), David O’Farrell (the operations manager of Ocala Stud in Florida, USA), and Kirsten Rausing (the owner and operator of Lanwades Stud in Newmarket, England) are breeders whose high profile, highly successful, stud farms are shaping the landscape of the thoroughbred breed. 

Q: Why do you believe the Godolphin Arabian and Byerley Turk sire lines have become less prevalent? 

The pedigree analyst panelists weighed in with a history of these three foundational sires, explaining how the first champion progeny sires, born in the mid-1700s, are a coordinated blend: Herod (Byerley Turk sire line – Darley Arabian mare), Matchem (Godolphin Arabian sire line – Byerley Turk mare), and Eclipse (Darley Arabian sire line – Godolphin Arabian mare). 

These champion sire lines dominated the breed utterly until the 20th century.  The beginning of the fall of the Godolphin Arabian line in America, most recognizable as the Man O’ War line, occurred around World War II when a tremendous number of horses were being imported from Europe. 

Alan Porter mentions, “at that point, European horses were just better – dirt, turf, any surface. They swept aside the North American sire lines”. Furthermore, Porter mentions “for a 36-year period (from 1939 – 1974), with the exception of 5 times, a European stallion or son of a European stallion was the leading sire in America”- giving scale to the domination of the European imports in American pedigrees. 

During this period, Northern Dancer dominated the global bloodstock due to the mixture of American pedigree and European (specifically Darley Arabian) sire lines. Suzi Prichard-Jones believes the Byerley Turk and Godolphin Arabian lines dwindled for a different reason: Temperament. The Byerley Turk horses are very intelligent and high-spirited where the Godolphin Arabian horses are tough, hardy, and determined. These characteristics, Prichard-Jones explains, require a lot of time and patience which often leads to gelding the colts, thereby ending their chance to continue the sire line. 

Q: Given the dominance of some Darley Arabian sire lines over others and the shrinking of the Godolphin Arabian and Byerley Turk sire lines, what impacts on the breed do you expect if these sire lines disappear? 

One of the pedigree analyst panelists, Suzi Prichard-Jones, spoke extensively on this topic. She theorizes the Thoroughbred breed’s success relies on the “balance” between the three foundational sire lines. Due to at least one other foundational sire line being found within the first six generations of every modern Thoroughbred, she believes the traits of the Godolphin Arabian and Byerley Turk are maintaining the breed to be “fit for purpose”. 

Prichard-Jones speculates if these two sire lines disappear, Thoroughbreds will be “fast but heartless horses” due to the spirit, temperament, toughness, and hard-headedness characteristics the two sire lines bring. However, we truly do not know what impacts the narrowing sire lines will have as there has been insufficient genetic research available to produce future breed projections. 

Q: Does the bloodstock industry place more importance on results in the sales ring or results on the racetrack – particularly involving selection of sires or predicting future success of sires? 

Many panelists agreed: most of the market will select only sires whose progeny there will be a market for. Alan Porter mentions, “other than a few very high net worth individuals, a higher proportion of breeders, particularly in the US, are breeding with the expectation of selling” – dictating the change in the bloodstock industry from mostly “breed to race” operations to breeders providing a sustainable sales model. 

The panelists concur that the market believes when selecting stallions for breeding mares, the stallion’s own results on the racetrack matter first, then the narrative changes to the sire’s progeny performance after the first few crops. 

John Messara follows this approach and states he “is more interested in athletic performance and believes results in the sales ring will follow racetrack success”. He also mentions that Japan’s current model of breeding, by breeding the high performers with other high performers, has brought significant success on the track across the globe – giving much credibility to their methodology. 

However, there are also instances of the opposite, as there are a few examples where “stallions can give progeny better than themselves”, as mentioned by Kirsten Rausing, in reference to stallions such as Danzig, who raced only 3 times in his career and is a sire of champions.  This phenomenon is rare however, as the success rate of Danzig’s progeny provide a counterpoint to the conventional wisdom.

Q: How do we attempt to preserve unpopular sire lines or prevent narrowing the genetic pool of the breed? 

Fortunately, there are a few tactics to help: global shutting of stallions and importing stallions to allow for outcrossing. Outcrossing, a practice that brings in “new blood” to the region’s bloodstock, typically crosses stallions who are progeny of successful stallions in other geographical regions and/or stallions that do not have any inbreeding within four generations with a chosen mare. 

David O’Farrell of Ocala Stud says he is “a big believer of the outcross and not afraid to breed to certain sire lines that may not be as fashionable”. Ocala Stud is known for having stallions intended for outcrossing to local mares – many of their success stories include Girvin, Kantharos and the up-and-coming Win Win Win. Similarly, Kirsten Rausing’s Lanwades Stud has had success in “offering breeders and broodmare owners something outside of the ordinary” and a stallion who will “complement the mare population of Europe” including their current stallions Study of Man and Bobby’s Kitten. 

Over the years, the industry has seen how the importing of stallions has strengthened the breed to perform well on the racetrack and in modern times, particularly in Australia and Europe, the practice of shuttling of stallions is proving to have similar results. 

Through all these discussions, some panelists mentioned a glimmer of hope for the Byerley Turk, Godolphin Arabian and endangered Darley Arabian sire lines. There are multiple examples of sire lines coming back from the brink of extinction – a few favorites from the panelists include Fappiano’s Cryptoclearance line reemerging with Candy Ride (ARG), Nasrullah’s Caro line resurging with Uncle Mo, and the most successful story: Storm Bird’s Storm Cat line with 5-time American leading general sire Into Mischief. Each of these resurgences occurred after the use of the outcross technique, leading to future successful stallions and breathing new life into their sire lines. 

Prichard-Jones, Suzi. “The Thoroughbred’s Genetic Cocktail”. Chart. Suzi Prichard-Jones: The Byerley Turk & Godolphin Arabian Conservation Project. Suzi Prichard-Jones, 2021. https://suziprichard-jones.com/the-byerley-turk-godolphin-conservation-project/, 04/01/2024.

State Breeding Incentives for 2024 - on a state by state basis

Article by Ken Snyder

Nineteenth century British Prime Minister Benjamin Disraeli gets credit for coining the phrase “there are lies, damned lies, and statistics.”

Jockey club statistics showing the 2022 foal crop to be 18,200 in the U.S.—down from 19,200 in 2021--might come under the heading of “damned lie.” (Numbers for 2023 aren’t in yet.) 

The phrase is a caveat or admonition to not jump to conclusions with questionable deductions and pronouncements to what, in truth, are damned lies. First, the industry isn’t going over a cliff with foal counts. It operates in a free-market economy. There are gains and losses, “bubbles” when artificially high prices exceed real value, and “corrections” when prices drop to what they should be. 

With foal count, horse population, and racing in general, there are positive, remarkable achievements. In Pennsylvania, the state has experienced increases in foal count and anticipates more. Okay, it’s one state, but it belies that belief that the sky is falling.

Here are the numbers for PA in registered foals: 2017-549; 2018-606; 2019-623; 691 in 2020. Yes, there was a dip in numbers when a former governor attempted to raid the Racehorse Development Trust Fund (2021-593; 413-2022). But, said Brian Sanfrantello, executive secretary of the PA Horse Breeding Association, the foal count has bottomed out and the breeding industry should return to increasing foal numbers with a new governor. Further, five new stallions have come to the state for breeding in 2024.

A Stallion Series is a crown jewel of a breeding program that makes Pennsylvania breeding and racing literally worthwhile. Launched in 2022 it offered $600,000 in purses for stakes races for PA-bred two-year-old colts and fillies over two days of racing. On the first race day, colts and fillies raced for $100,000-dollar purses each. On the second day, they ran for $200,000. The Series attacked one problem for PA breeders and appealed to those out of state. 

“It’s costing forty thousand to fifty thousand dollars from the time you breed the mare to the time the horse races,” said Sanfrantello. “We’re trying to get the money back to the breeder as fast as possible.” 

The means this year, in addition to this Series, are eight two-year-old stakes races, four of which are for PA breds. For non-Series and other races, breeder awards are 40% for PA-sired horses (compared to 20% for non-PA-breds). “If it’s a fifty-thousand-dollar race, the winner would get sixty percent of the purse or thirty-thousand dollars. Plus, if it’s an open race not restricted, there is a forty percent owner bonus added to the purse or twelve-thousand dollars for total earnings of forty-two-thousand dollars for owners. A breeder-owner would get an additional sixteen-thousand eight-hundred dollars. The total? Fifty-eight thousand, eight hundred dollars.

The stunner is what breeder awards have totaled. The most striking example? Uptowncharlybrown won two of thirteen starts  and $125,000 in his career but he has earned in breeder and stallion awards $869,080.

Virginia, with twenty-seven race dates in 2023 at the Commonwealth’s lone racetrack, Colonial Downs, is obviously at the other end of the spectrum from year-round racing in Pennsylvania and other states. However, the Virginia Thoroughbred Association, of which Debbie Easter is executive director, is outdistancing any other state in how fast they are growing their racing industry.

We said, ‘What the heck, we may not be the biggest breeding state any longer, but what we can do and what we do have are farms and the training centers to raise horses.”

Starting basically from scratch when Colonial Downs re-opened in 2019 after closing in 2013, the foal crops had gotten down to a rock bottom, one hundred. This year Easter projects the crop will be 160, a 60% increase. Small potatoes in the general scheme of things but not the only means of building racing. 

“Starting this year, we’re paying for first, second and third anywhere in North America if you’re a breeder and bred a horse in Virginia,” said Easter. “By us paying win, place and show in North America all year long, that makes our program year-round. That’s a big advantage, we think, over other breeding programs. You don’t have to race in our state to get our money.” The award is 34% of the earnings added to the purse. Historical Horse Racing (HHR) generates the award money, which has increased the breeding fund from $500,000 to $2 million dollars in five years. 

Virginia has also initiated a “Certified Program” which covers a horse registered by The Jockey Club and conceived and foaled outside of Virginia, but residing in the state for at least a six-month consecutive period prior to December 31st of its two-year-old year.

“Our Certified guys are averaging about eight months or so a year here. We’re bringing in almost nine hundred horses in a year. We’ve grown the population of Thoroughbred horses in the last five years faster than we could ever have done it breeding horses. It absolutely saved our farms and training centers and the infrastructure that supports those farms.,” said Easter.

The big development with New York is state-bred, 2024 foals will run for the same purse amounts as open-company races. This year at Saratoga, maiden races restricted to two-year-old New York breds ran for $88,000 compared to $105,000 for two-year-olds in open company maiden races. ”It’s something that breeders in NY and horsemen who compete with NY breds have been advocating for a long time,” said Najja Thompson, executive director of the New York Thoroughbred Breeders.

Thompson added that this year there are also increases for New York breds whether sired by state sires or sired outside the state. For 2024, breeder awards are 40% for first place, 20% for second place, and 10% for third place, with a $40,000 cap award. Last year’s awards were 30% for first place and 15% for place and show finishes. A cap per award remains at $40,000.

Maryland’s biggest innovation this year is a two-tiered system, one tier for Maryland-sired and Maryland bred horses, and a second tier for Maryland-breds only. The system will begin with 2025 foals. “We are going to have a two-tiered system to try and reward MD sires as they do in Pennsylvania and other states,” said Cricket Goodall, executive director of the Maryland Horse Breeders Association.

Maryland’s best days will be when the $385 million Pimlico project is completed to rebuild the track from the ground up and also add a training center, according to Goodall.

“I think that you have to have a look to the future to be competitive,” said Goodall. She compares the project, which is projected for completion In what Goodall projects as “four to five years” to New York’s investment in Belmont Park. “Maryland is looking to be one of the states that is investing in racing and breeding.

Meanwhile, Goodall said Maryland is one of the states where stallion books have gone up this year.

Kentucky, of course, is the kingpin of American Thoroughbred breeding. While foal crops nationally have declined, Kentucky, from 2012 to 2021 increased in registered foals by just under 10%. Of the five top states for registered foals—Kentucky, Florida, California, New York, and Louisiana—Kentucky was the only one without a decrease in those years.

Strangely, the number of yearlings sold in North America in 2023—8,303, increased from 8,061 in 2013. That doesn’t correspond to decreasing foal crops. 

The principal reason for the overall decline in foals is increasing expenses, according to Duncan Taylor, senior Thoroughbred consultant and co-owner with three brothers of Taylor Made Farm just outside Lexington, Kentucky. “Costs just keep increasing, and they increase for all horses the same. I’m talking about daily board rate in Kentucky. The last eight years, probably, it has gone from thirty-five thousand to forty-five thousand dollars.” 

Vet care has gone up as well. “I had a mare that had to have a C-section. My bill was twenty-two thousand dollars,” he added.

“People can’t stomach these expenses on a less expensive horse. You got a million-dollar horse, you think ‘I’ve got a shot at getting it back because I could sell a five-hundred thousand, six-hundred-thousand-dollar yearling out of that horse.’”

The upshot is competition for the better horses offered in sales--what Taylor calls “more supply of a higher quality.” But what that also means, he said, is “It pushes the people in the lower part of the market out.” Hence, fewer breeders and foals.

Kentucky is awash in cash, which Taylor believes could stem the trend toward continuing foal crop decreases nationally. “All the purse money that is available to race for now, if it stays as good as it is, I don’t think we’ll continue to decline.”

Societal and cultural issues—challenges beyond, perhaps, the reach of horse racing as a sport and industry—are also factors in foal crops. Times have changed.

“At one time in this country, most of the large racing stables were owned by the kings of industry, with the horses coming from their own farms,” said Kent Barnes, former stallion manager at Shadwell’s Nashwan Farm in Lexington who currently directs the stallion division of Spy Coast Farm also in Lexington. “Unfortunately, in many cases, successive generations have either not shared in the passion, or had the wealth to carry on with these large operations, and most of these stables have been either dismantled or severely diminished.“

Duncan Taylor echoes Barnes’ observation. “The underlying condition is not enough people are in love that much with horses to where they want to have a big farm and raise them and then sell them. The condition is less breeders and that goes along with the declining foal crop.”

Ideas abound, some feasible, some not, some fantasy for getting foal crops back up. 

Evan Ferraro, director of marketing for Fasig Tipton, sees a breeding counterpart to racing syndicates as a potential answer. Racing syndicates both large entities and small, are popular. If there’s a way to encourage breeding syndicates that spread risk, they could be appealing.

Breeding to sell rather than race could be incentivized, according to Barnes. “I believe financial obligations are the primary barrier preventing more breeders from racing their own product.  A few years ago, several stallion owners came up with novel approaches to help the breeder decrease their risk going into the sales. Perhaps this same approach could be extended to allow breeders who choose not to sell to mitigate some of their risk going into racing. Stud fees could be deducted from race earnings. To make it more attractive to the stallion owners, there could be a sliding scale where they earn a higher percentage based on the horse’s performance.”

No matter the challenges, there are obviously bright, experienced, and energetic people at the controls of parts of the racing industry—people like Evan Ferraro, Debbie Easter, Brian Sanfrantello, Kent Barnes, Duncan Taylor and many more.

There is another phrase that may have application from someone who quoted Disraeli‘s phrase about statistics: Mark Twain. He said famously, “Reports of my death are greatly exaggerated.”

Racing is not dying. It is changing. And in everything, change is inevitable.

Where do we go from here?

The strange, but positive thing encountered in examining the declining foal crop and reasons for it, is that everyone interviewed had a different response to this question: What is the first thing you would do if put in charge of the industry? There were no limits put on the responses; the answers ranged from the completely improbable to things right under the industry’s nose. Even better, they span most aspects of racing from fan development to breeding.

First things first: fans. Empty grandstands on race days are par for the course and maddeningly accepted. To drive on-track attendance, Evan Ferraro, offered a simple, but great idea for weekends. “Open up the infields. Let people come in there. Let them bring their own stuff.” Add musical entertainment and things like face-painting for children or pony rides, and …voila, a family event for Saturday and Sunday afternoons. Stack that up against a $15 beer, $10-dollar hot dog, and $10 parking for a major league baseball game. Throw in a premium—cap, cups, etc.--and a free afternoon picnicking at the racetrack looks like a great day out. For racetrack management resting on laurels and reluctant to loosen purse strings fattened by off-track wagering and purses funded from casinos or Historical Horse Racing (HHR) machines, they could find a sponsor to add their logo to the racetrack’s giveaways. 

Ferraro added a familiar lament to his idea: “I don’t think we market our sport well anymore.

“I don’t think you can promote ‘our safety numbers are better.’ You gotta sell the races. That’s what has to drive everything to me. Create some familiarity and give customers a good experience.”

Add to all these things a focus on the “stars.” As recently as the 1970s and 1980s National Basketball Association playoff games were tape delayed. The sport, quite simply, was “meh”… until Larry Bird and Magic Johnson came along. This past year Cody’s Wish provided the public a truly moving story both on the track and more important, off the track in the horse’s relationship with the late Cody Dorman. “There was never a story by the major networks about Cody’s Wish,” said Ferraro. Thoroughbred racing has been silent since “Go Baby Go” was seen and heard on televisions more than twenty years ago. “Public relations,” anyone? 

Kent Barnes, sees a connection between attracting fans and foal crops: “The only way we could ever consider increasing our foal crop is if we can somehow get more end-users involved in the racing game. There is more and more competition out there every year for the public’s entertainment dollar and somehow, we have to attract back the fans, which increases the handle, thereby increasing purses and attracting owners.”

On another subject, the failure of a 140-mare cap for stallions in the U.S. frustrated Barnes, a respected and published researcher on the demise of sire lines and resultant inbreeding. He said, “I was disappointed in their reversal of the cap decision because I feel that if we limit the number of mares bred to each stallion, this ensures that the top stallions are getting the very best mares and also allows second-tier stallions to prove themselves by getting an increased number of mares.  

“There is no doubt stallions that failed to make their mark could have done so with enough mares of quality to prove themselves.”

Bloodstock agent Clark Shepherd pointed out the obvious without a 140-cap limit: “We’re limiting the gene pool. I get handed these mares that are fantastic on the racetrack, and they [clients] want me to do a mating for them. But when I sit down and do a mating, the mare’s bred like a stallion. So now what? It limits my choices.”

Here’s where foal crop numbers really might be, as British Prime Minister Disraeli said about numbers and statistics, “damned lies,” at least according to Shepherd. “I don’t know that a declining foal supply is a bad thing just because of supply and demand,” he said. “For the last three years, I’ve been waiting on the shoe to drop, and we keep going on this upward trend. 

“To me, it’s supply and demand.”

One factor in decline in foal numbers is, Shepherd said, “mom-and-pop” breeders leaving the business unable to afford stud fees for what he called “ultra-stallions.” “They don’t have the mares good enough to get into first-year stallions.”

Whether good or bad, Shepherd points to what he believes is an issue and factor in foal declines. “There’s a lot of mares, even stallions, that don’t need to be in production. If it’s a resulting decline in foal crop because of that realization, I’m okay with it. We’re striving to breed better horses and there’s less of them, and that creates more demand. It could be a good thing.”

On the issue of racehorse ownership Debbie Easter identified what she said is both the problem and a solution: “The problem is the owners don’t own the racetracks. Owners own the talent, but we don’t own the most important part of it:  the HHR or the things that fuel the whole game.”

The solution, in her opinion, is the Japanese model: “Owners are able to pay for their daily expenses with bigger purses earned over there.

“You have the cost of the horse and then there’s the daily cost of racing. I’ve always said, I think the guys would forgive the cost of the horse if they could just pay the daily cost…if they didn’t have to take it out of their pocket. I think we could grow ownership.” 

She wonders if there is too much racing. Contraction of the racing industry could possibly be the ultimate answer.

“Everywhere where racing is successful in this country—Saratoga, Del Mar, Keeneland—what do they all have in common? They don’t run year-round. And they’re in destinations where people want to come.” They also have capacity crowds.

Duncan Taylor, added a novel and, in truth, a not-to-be idea for horse owners. If he were commissioner and it was feasible “I would start purely an owners’ organization and it would be only owners with racehorses while they were running.

“I think they have the most to lose and the most to gain in an entrepreneurial way for improving the sport and not the mediocre management of the racetracks. I would try to get that group of people [owners] to actually buy the tracks.”

Answers? Solutions? Some are immediately viable from this story. Some are unlikely. And some are in a “perfect world” that won’t exist. 

There is, however, one thing on which everyone can agree: racing needs ideas.

State Incentives Tables 2024

What incentives are available in each state / province across North America

**NEW** for 2024 - Bloodstock Briefing - Asking pinhookers if the shift in the 2yo sales season (to later dates) has influenced the type of horses they consign for sale

Article by Jordin Rosser

Even though term pinhooking came from the tobacco industry in Kentucky, it is widely used in the Thoroughbred racing industry as a concept where horses are bought at one stage of life and sold at another stage of development in the hopes of a profit based on the breaking, training and maturing process of these animals. 

We have gathered a panel of pinhook sellers of both yearling to two-year-olds, weanling to yearlings, and breeders to discuss their thoughts on selection at sales and their view of the business. Our panelists include: Richard Budge, the general manager of Margaux Farm who oversees the breeding and training of yearlings and two-year-olds; Eddie Woods, a well-established two-year-old consignor and yearling pinhooker; Marshall Taylor, a thoroughbred advisor at Taylor Made – known for yearling consignments; Niall Brennan, a respected two-year-old consignor and yearling pinhooker. 

Q: When selecting yearlings for pinhooking to the two-year-old sales or weanlings for the yearling sales, which qualities do you look for? 

Many of the panelists concur on the primary qualities necessary for a prospective successful pinhook being conformation, pedigree, and clean vetting – but generally, wanting “quality”. Such traits include an early maturing body, muscle, good conformation, and pedigree for yearling pinhooks to two-year-olds. Some consignors weigh some of the main qualities with different weights, for example, Eddie Woods looks at the conformation of the prospect before the pedigree but will analyze sire lines and sire statistics to assist him in his selections. In contrast, Richard Budge starts with the pedigree then evaluates the conformation and analyzes the whole picture. For weanling to yearling pinhooks, the primary attributes to consider are pedigree, conformation, good movement, and early foaling dates. Marshall Taylor further discussed wanting to find a good-sized body, longer neck, laid back shoulders and good strides when walking. At the end of the day, “quality is a perception” as stated by Niall Brennan – these qualities are statistically likely to sell well in both the yearling sales and the two-year-old sales from the seller’s perspective.  

Q: Given the two-year-old sales have decreased in number and have moved to later months, do you believe it has incentivized yearling selection and/or breeders to favor later maturing horses?  

A resounding “no” came from the panelists. Looking back into the history of two-year-old sales gave a clearer picture as to why the sentiment has not changed. The main two-year-old sales currently are the OBS March, April and June sales in Ocala, Florida as well as the Fasig Tipton May and June sales in Timonium, Maryland. However, there used to be OBS February, Calder and Adena Springs sales, Fasig Tipton’s Gulfstream sale, and Barretts’ (a company whose final auction was in 2018) March and May sales in Pomona, California. 

Niall Brennan commented that when the earlier sales were going on, the horses would “breeze within themselves easily” instead of breezing for the clock as is evident in today’s sales. Due to this emphasis, pinhookers noticed some horses needed more time to mature to run quicker times and with the horsemanship shown throughout the industry – all the panelists indicated that “the horse will tell you which sale it belongs in”. With the two-year-olds’ sales model having changed many variables, one variable that stayed the same is the horse attributes needed to be successful in these sales. Which leads to the conclusion being the same and sentiment remaining steady despite changes in the industry.

Q:  Hypothetically, if the two-year-old sales changed from breezing to galloping with technological devices to provide metrics to analyze, do you think the market or breeders would change their strategies? 

Most of the panelists believed this hypothetical would not work well for the two-year-old sales model. Some of the panelists discussed the Barretts sales model having horses gallop untimed instead of breezing or breezing with times in the 100ths. Niall Brennan commented that the granularization of the breeze times “caused more speculation from the buyers” and changed their perspective on the individual horses based on fractions of a second. The juxtaposition of sales with only untimed gallops and sales with timed breezes caused many buyers to “compare apples to oranges” – leading to a perceived dismissal of the idea. 

In the current market and with the technology available today, this may not be possible, but Marshall Taylor believes “any information you have is good information” and “moving forward with technology is a positive”. In the future and with significant technological advancements, this hypothetical could be real. In the words of Niall Brennan, “the time will come when we aren’t worried about time [during breezing]”. 

Q: In terms of breeding, what trends do you currently see and what trends do you want to see benefiting the pinhooking market? 

The consensus from the panelists indicated breeding speed and quick maturing horses is the current trend in the pinhooking market. Richard Budge stated “precociousness is valued highly into the making of a stallion” in America. Marshall Taylor mentioned technology is used in making breeding decisions, particularly Nick reports. These use the daily updating percentage of stakes winner indexes to determine if sire and dam lines are compatible for the desired outcome culminating in a high performing racehorse. 

Based on many of the responses in what type of weanlings or yearlings are selected at the beginning of the pinhooking process, the need for precocious and well-bred horses is no surprise. Richard Budge, believes that turf racing has become more popular and believes the growth of this segment in thoroughbred racing should encourage pinhooks to look for turf in their prospect’s pedigrees. However, the bloodlines will need to support this idea and the American breeders will need to include more English, French and South American bloodlines to adjust for these factors. 

Q:  Where do you see the pinhooking market right now? 

The panelists all agree on this point: the buyer market is focused on quality over quantity and concentration of the buyer market. These trends encourage pinhookers to purchase weanlings or yearlings that tick all their boxes to produce quality prospects leading to increased prices as a function of competition. According to many panelists, the market is focused on what is perceived to be the “top end” – by pedigree, conformation, vetting, and/or under tack time. Based on the rising costs of ownership, Marshall Taylor mentioned “partnerships are becoming more popular” amongst the buyers, allowing owners to offset these increased costs. 

———-

Throughout these interviews, it is apparent pinhookers have a keen ability to read the horses and determine how to bring their best on “NFL combine” day in the case of the two-year-olds. Niall Brennan and Richard Budge gave credit and appreciation to all the pinhookers who actively prepare these athletes and show their horsemanship through breaking, training, consigning, and breeding of these animals. 

We see all the hard work that goes into preparing these athletes for race day through their accomplishments. To produce this feat on demand and to make money in the process is what pinhooking thoroughbreds is all about. 

Dangers of inbreeding and the necessity to preserve sire lines in the thoroughbred breed

Words - Dr Bernard Stoffel, DVM

Inbreeding is the proportion of the genome identically inherited from both parents.

Inbreeding coefficients can be estimated from pedigrees, but pedigree underestimates the true level of inbreeding. Genomics can measure the true level of inbreeding by examining the extent of homozygosity (identical state) in the DNA of a horse. A mechanism to examine genomic inbreeding for breeding purposes has yet to be developed to be used by all breeders but once available, it must be considered as a tool for breeders.

Breeding of potential champion racehorses is a global multi-billion sterling or dollar business, but there is no systematic industry-mediated genetic population management.

Inbreeding in the modern thoroughbred

The thoroughbred horse has low genetic diversity relative to most other horse breeds, with a small effective population size and a trend of increasing inbreeding.

A trend in increased inbreeding in the global thoroughbred population has been reported during the last five decades, which is unlikely to be halted due to current breeding practices.

Ninety-seven percent of pedigrees of the horses included in a recent study feature the ancestral sire, Northern Dancer (1961); and 35% and 55% of pedigrees in EUR and ANZ contain Sadler’s Wells (1981) and Danehill (1986), respectively.

Inbreeding can expose harmful recessive mutations that are otherwise masked by ‘normal’ versions of the gene. This results in mutational load in populations that may negatively impact on population viability.

Genomics measured inbreeding is negatively associated with racing in Europe and Australia. The science indicates that increasing inbreeding in the population could further reduce viability to race.

In North America, it has been demonstrated that higher inbreeding is associated with lower number of races. In the North American thoroughbred, horses with higher levels of inbreeding are less durable than animals with lower levels of inbreeding. Considering the rising trend of inbreeding in the population, these results indicate that there may also be a parallel trajectory towards breeding less robust animals.

Note that breeding practices that promote inbreeding have not resulted in a population of faster horses. The results of studies, generated for the first time using a large cohort of globally representative genotypes, corroborate this.

Health and disease genes

It is both interesting and worrisome to consider also that many of the performance-limiting genetic diseases in the thoroughbred do not generally negatively impact on suitability for breeding; some diseases, with known heritable components, are successfully managed by surgery (osteochondrosis dessicans, recurrent laryngeal neuropathy, for example), nutritional and exercise management (recurrent exertional rhabdomyolysis), and medication (exercise induced pulmonary hemorrhage). This unfortunately facilitates retention of risk alleles in the population and enhances the potential for rapid proliferation of risk alleles if they are carried by successful stallions.

Types of inbreeding

Not all inbreeding is bad. Breeders have made selections for beneficial genes/traits over the generations, resulting in some inbreeding signals being favored as they likely contain beneficial genes for racing. Importantly, examination of a pedigree cannot determine precisely the extent of ‘good’ and ‘bad’ inbreeding. This can only be determined from DNA analysis.

Historic inbreeding (arising from distant pedigree duplicates) results in short stretches of DNA identically inherited from sire and dam. 

• This may be considered ‘good’ inbreeding.

• It has no negative effect on racing.

• The horse may be carrying beneficial mutations that have been maintained from distant ancestors through breeders’ selection.

Recent inbreeding (arising from close pedigree duplicates) results in long stretches of DNA identically inherited from sire and dam. 

• This may be considered ‘bad’ inbreeding.

• It is negatively associated with racing.

• The horse may be carrying harmful mutations that have not yet been ‘purged’ from the population.

Obviously, in terms of breeding, it’s always possible to find examples and counterexamples of remarkable individuals; but the science of genetics is based on statistics and not on individual cases.

Sire lines

Analysis of the Y chromosome is the best-established way to reconstruct paternal family history in humans and animal species. The paternally inherited Y chromosome displays the population genetic history of males. While modern domestic horses (Equus caballus) exhibit abundant diversity within maternally inherited mitochondrial DNA, until recently, only limited Y-chromosomal sequence diversity has been detected.

Early studies in the horse indicated that the nucleotide variability of the modern horse Y chromosome is extremely low, resulting in six haplotypes (HT).4.5 However, this view has changed with the identification of new genetic markers, showing that there is considerably more genetic diversity on the horse Y chromosome than originally thought. Unfortunately, in thoroughbreds, the male gene pool is restricted, with only three paternal lines remaining.

The Institute of Animal breeding and genetics of the Veterinary Medicine School at Vienna applied fine-scaled Y-chromosomal haplotyping in horses and demonstrated the potential of this approach to address the ancestry of sire lines. They were able to show the microcosmos of the Tb-clade in the thoroughbred sire lines.

It is interesting to note that more than half of the domestic horses in the dataset (76 of 130) have a Y chromosome with a thoroughbred ‘signature’. These includes thoroughbreds, standardbreds, many thoroughbred-influenced breeds (warmbloods, American quarter horses, Franches-Montagnes), a Lipizzan stallion, and the Akhal-Tekes.)

The General Stud Book shows that thoroughbred sire lines trace back to three founding stallions that were imported to England at the end of the 17th century. Now, the heritage of the thoroughbred sire lines can be better understood using Y chromosome information. It is now possible to clearly distinguish sublines of Darley Arabian, born in 1700 (Tb-d) and Godolphin Arabian, born in 1724 (formerly Tb-g, now Tb-oB3b). The third founder, Byerley Turk, born in 1680, was characterized by the Tb-oB1 clade. According to pedigree information, only few of the tested males trace back paternally to Byerley Turk, which are nearly extinct.

There are now 10 different Y chromosome sub-types known in the thoroughbred. Two come from the Godolphin Arabian, five come from Byerley Turk, and three come from Darley Arabian.

Even if genetic analysis shows that there was an error in the stud book recording of St Simon’s parentage and that horses descending from St Simon should be attributed to the Byerley Turk lineage, probably 90% of the current stallions are from the Darley Arabian male line. So, there is a true risk that we could lose a major part of the Y chromosome diversity.

Conclusions and solutions

We should do everything we can to ensure that thoroughbreds are being sustainably bred and managed for future generations. With the breeding goal to produce viable racehorses, we need to ask ourselves, are we on track as breeders? 

If inbreeding is negatively affecting the chances of racing and resulting in less durable racehorses, will this continue to affect foal crops in the future? How can we avert the threat of breeding horses that are less able to race? If the ability to race is in jeopardy, then is the existence of the thoroughbred breed at risk? 

International breeding authorities are studying the situation and thinking about general measures allowing the sustainability of the breed.

Breeders

What can individual breeders do to produce attractive foals that are safe from genetic threats? How do you avoid the risk of breeding horses that are less fit to race? 

There is no miracle recipe, and each breeder legitimately has his preferences.

An increasingly important criteria for the choice of a stallion is his physical resistance and his vitality, as well as those of his family. It is often preferable to avoid using individuals who have shown constitutive weaknesses, or who seem to transmit them.

The use of stallions from different male lines can make it possible to sublimate a strain and better manage the following generations. The study of pedigrees must exceed the three generations of catalog pages.

In the future, genomics—the science that studies all the genetic material of an individual or a species, encoded in its DNA—will certainly be able to provide predictive tools to breeders. This is a track to follow.

Trainers

Trainers should be aware of the danger of ‘diminishing returns,’ where excessive inbreeding occurs. Today, when animal welfare and the fight against doping are essential parameters, it is obvious that trainers must be aware of the genetic risks incurred by horses possibly carrying genetic defects.

Together with bloodstock agents, trainers are the advisers for the owners when buying a horse. Trainers already know some special traits of different families or stallions, but genomic tools might become essential for them too.

Sources

1. Genomic inbreeding trends, influential sire lines and selection in the global Thoroughbred horse population Beatrice A. McGivney 1, Haige Han1,2, Leanne R. Corduff1, Lisa M. Katz3, Teruaki Tozaki 4, David E. MacHugh2,5 & Emmeline W. Hill ; 2020. Scientific Reports | (2020) 10:466 | https://doi.org/10.1038/s41598-019-57389-5

2. Inbreeding depression and durability in the North American Thoroughbred horse Emmeline W. Hill, Beatrice A. McGivney, David E. MacHugh; 2022. Animal Genetics. 2023;00:1–4. _wileyonlinelibrary.com/journal/age

3. Founder-specific inbreeding depression affects racing performance in Thoroughbred Horses. Evelyn T. Todd, Simon Y. W. Ho, Peter C. Thomson, Rachel A. Ang, Brandon D. Velie & Natasha A. Hamilton; 2017. Scientific Reports | (2018) 8:6167 | DOI:10.1038/s41598-018-24663-x

4. The horse Y chromosome as an informative marker for tracing sire lines Sabine Felkel, Claus Vogl , Doris Rigler, Viktoria Dobretsberger, Bhanu P. Chowdhary, Ottmar Distl , Ruedi Fries , Vidhya Jagannathan, Jan E. Janečka, Tosso Leeb , Gabriella Lindgren, Molly McCue, Julia Metzger , Markus Neuditschko, Thomas Rattei , Terje Raudsepp, Stefan Rieder, Carl-Johan Rubin, Robert Schaefer, Christian Schlötterer, Georg Thaller, Jens Tetens, Brandon Velie, Gottfried Brem & Barbara Wallner; 2018. Scientific Reports | (2019) 9:6095 | https://doi.org/10.1038/s41598-019-42640-w

5. Identification of Genetic Variation on the Horse Y Chromosome and the Tracing of Male Founder Lineages in Modern Breeds Barbara Wallner, Claus Vogl, Priyank Shukla, Joerg P. Burgstaller, Thomas Druml, Gottfried Brem

Institute of Animal Breeding and Genetics, Depart. 2012. PLOS ONE | www.plosone.org  April 2013, Volume 8, Issue 4, e60015

6. New genetic evidence proves that the recorded pedigrees of the influential leading sires Bend Or and St. Simon were incorrect. Alan Porter; ITB 2021

7. Eight Belle’s breakdown: a predictable tragedy William Nack; ESPN.com 2008.

8. Suzi Prichard-Jones: Founder of "The Byerley Turk & Godolphin Arabian Conservation Project".

Special thanks to Emmeline Hill for her help in the completion of this article

Celebrating breeders - Howie Walton

Article by Bill Heller

Howie Walton has spent his life in Toronto loving horses, riding, racing and breeding them.

“He absolutely loves his horses,” one of his trainers, John Mattine, said. “When someone has that passion for the game, you want to do well for him and succeed.”

Walton succeeded beyond his wildest imagination in business, starting his own plastics company, Norseman Plastics, and selling it for millions. That allowed him to follow his heart and make good on a promise to himself. “As a kid, I always loved horses. I said if I ever did well, I’d buy a horse.”

He bought a riding horse, Lakeview Noel, who lived to be 31 years old. Then Howie bought Quarter Horses, doing quite well with them, and switched to Thoroughbreds—making an enormous impact on Canadian racing.

“He’s great for the sport,” another one of his trainers, Jamie Attard, said. “He really is. He’s a breeder’s breeder and an owner’s owner. He’s been supporting Ontario racing for so many years.”

There are rewards for doing so, specifically for Ontario-breds and its rich supplement program. “The bonuses for Ontario-breds are fairly high,” said Walton. “I’ve always raced at Woodbine. I’ve been there a long time.”

Along the way, his concern for his horses has never wavered. “We had a horse,” recalls Attard. “His name was Buongiorno Johnny. He broke his maiden in a stakes race (winning the $150,000 restricted Vandal Stakes July 31, 2011), then he had an issue down the line. We lost the horse for $32,000 (on June 25, 2014). Three years later, he was in some bottom-level claimer (a $4,000 claimer at Thistledown). Howie paid them double the claiming price and retired him on his farm. He always lets you do what is right. If it’s the little thing, he’ll send him to the farm for some time off. He retired a six-year-old we had and gave it to my girlfriend. The horse always comes first. His heart is as big as the grandstand.”

Jamie Attard’s father, Canadian Hall of Famer Sid, also trains for Walton and echoes his son’s opinion: “If a horse is not right, he doesn’t want to run him. If I call up saying his horse has a problem, he’ll say, `Scratch him.’”

Howie Walton (blue jacket) receives the 2022 Recognition of Excellence Award at the recent 39th Annual CTHS Awards from CTHS Ontario President & National Director Peter Berringer.

There are worse calls ro receive. Sid and Howie know first-hand. Their two-year-old home-bred filly, A Touch of Red, a daughter of Howie’s top horse and now leading stallion Signature Red, won her debut by five lengths at Woodbine in a maiden $40,000 claimer last September 19. On October 10, she won the $100,000 South Ocean Stakes for Ontario-breds by a neck as the even-money favorite.

“She was breezing seven days before her next race,” Sid said. “She worked by herself that day. She’s going five-eighths. Good bug boy on her. He noticed something wrong. He pulled her up. She started shaking. She died. Looked like a heart attack. She was such a nice, nice filly. Beautiful. Big. Strong. I was never so shocked in my life.”

Sid called Howie and told him the tragic news. “I said, `Howie, I’m very, very sorry.’”

Walton replied, “Sid, don’t worry about nothing. It’s nobody’s fault.” 

He and Sid have another talented filly who just turned three, another home-bred daughter of Signature Red, Ancient Spirit. She won a maiden $40,000 claimer by four lengths, the $100,000 Victoria Queen Stakes by 2 ½ and concluded her two-year-old season with a second by a neck in the South Ocean Stakes to her stable-mate, A Touch of Red. The torch has been passed on.

A couple months after A Touch of Red’s death, Walton said, “In this game, you have good-luck and bad-luck horses. She won a stakes race and had a heart attack and died.”

As if that wasn’t bad enough, Howie then endured the removal of his gallbladder. ”It wasn’t fun,” he said. He leaned on his family, his wife of 47 years Marilyn, their adult sons Benjamin, who is 43, works for his dad with his apartment building investments; and 42-year-old Michael, who is in the plastics business. The Waltons have four grandchildren and a standard poodle named Riley. “A house isn’t a home unless you have a dog in it,” Howie said. “Poodles are as smart as hell.”

So is his owner. “I was a pretty smart guy; I went to the University of Toronto, and I was a chemical engineer. I did well with plastics.”

He did incredibly well with the company he started. “I had it for 30, 40 years,” Walton said. “It got pretty big. It was quite an operation. I had 500, 600 people under me. We had plants around the states. I had big clients: Pepsi Cola, Coca Cola, all the milk companies—you name them. It turned out to be a $230 million company. I started at zip.”

How did he do it the first time? “I worked like hell; I wasn’t married. We used to run 24 hours, seven days a week. I don’t know if I could do it again.”

Marilyn isn’t surprised that her husband succeeded. “When he does something, he puts 150 percent into it. He makes up his mind, and he’s very focused. He was a born salesman. He knows how to talk to people, how to treat people.”

She also knows how resourceful Howie can be.

Marilyn and Howie lived near each other but hadn’t met. “We used to pass each other going to work on the same day. Then one day he wrote down my license plate. In those days, you could do that and look a person up.

“We met. We were engaged in three months and married three months after that; and we’ve been married 47 years.”

Marilyn was impressed with Howie’s horsemanship. “It started with the Quarter Horses. What I really loved about it was he was not the person who goes to the races and just watches. He went to the barn and used to clean their feet after the race. He really cares for animals. He is a true animal lover. He loves dogs. Same thing with Thoroughbreds. He truly, truly loves them. He always had a passion for them.”

Signature Red (rail side) wins the 2011 Highlander Stakes.

The horse Howie Walton is most passionate about is Signature Red. “John Mattine’s dad, Tony, picked out Signature Red," recalled Howie. (Red is Howie’s favorite color.)

John said, “My father trained for him. He was basically his first trainer. My dad bought everything for him before. Most of the good broodmares he has trace back to my dad.”
          Racing from the age of three until he was six, Signature Red, a son of Bernstein out of Irish and Foxy by Irish Open, won six of 27 starts, including two consecutive runnings of the Gr. 2 Highlander Turf Stakes in 2010 and 2011, and earned $630,232.

Buongiorno Johnny before his 2011 Vandal Stakes win.

He stands at Frank Stronach’s Adena Springs in Aurora, Ontario, for C$5,000 this year and has now sired the winners of 168 races through the end of 2022. His progeny has earned more than C$6.2 million.

“I think he’s the best value stud in Canada,” says Walton. Accordingly, he has continually sent his best mares to Signature Red. “I believe in him.”

He also believes in the value of Signature Red’s offspring. That’s why at last year’s CTHS Ontario Premier Yearling Sale, he bought back three Signature Red yearlings as well as a filly by Red Explosion, a son of Signature Red, for a combined total of C$290,000. “Not really a hard decision,” said Walton. “My stock is very high quality. I believe in my stock. I believe in my stud.”

Howie has become friends with Adena’s farm manager Sean Smullen and farm owner Frank Stronach. “In 2002, he started putting some horses in here—layups. We developed a good relationship over the years. The man—he loves his animals. No matter what’s wrong, he’ll do it to save the animal. There’s no expense too big to care for his horse. He wants to give it a quality of life. He’s very loyal,” says Smullen.

Walton cherishes his friendship with Frank Stronach. “I’ve known him for a long time. He’s a dynamic guy. Anyone building an electric car plant at the age of 90 … there aren’t many guys like him. As a businessman, I admire that. I told him that. He said, `I guess I’ve made a few billion in my life.’ He’s quite a guy. I hope he lives to be 200. When he’s gone, I don’t know who’s going to run his operation. When he had his tiff with his daughter, he told me, `Howie, it’s only money. I’ll make more.’”

One of Walton’s home-breds made quite a bit of money out of just six starts before being sold. Maritimer, trained by Sid Attard, won his maiden debut by a head and then finished second by a head to his stable-mate Buongiorno Johnny in that 2011 Vandal Stakes. Maritimer then finished second in an allowance race, a late-tiring fourth in the Gr. 3 Summer Stakes and first in two stakes: the $250,000 Coronation Futurity by 2 ½ lengths then the $175,000 Display by 5 ½ lengths. After being sold, he went winless in four starts, including fifth in the Gr. 2 Autumn Stakes at Woodbine. He failed to hit the board in three starts in Dubai, including an 11th in the Gr. 2 U.A.E. Derby.

Though he concentrates on Thoroughbreds, Walton still has Quarter Horses. “What attracted me was the horse. They were big. They were strong. They were smart and beautiful. Not as edgy as a Thoroughbred. I still have a few.”

He treats them the same way he treats Thoroughbreds. And the same way he treats people: love, loyalty and a laser-like focus. “I am a loyal guy,” he said. “If I don’t like you, I’ll tell you.”

Marilyn put it this way: “What you see is what you get.”

Howie Walton and trainer Sid Attard with Generous Touch and jockey Eurico Rosa da Silva.

State Incentives 2023

Article by Annie Lambert

The bad news is, North American inflation has substantially increased expenses in Thoroughbred racing. The good news is, U.S. purses in 2022 were up nearly 11% from 2021. Also, states and farms are working to provide owners and breeders an opportunity to counter those growing costs with healthy incentive opportunities. 

State Pluses

U.S. inflation rose to a shuttering 9.1% last year, but it has dropped to the current 6.5%. Canada’s most recent number was 6.8%. Both numbers, although improved, still leave horsemen pushing higher outlays across the board. Breeders, owners and trainers can help buffer inflated costs with readily available incentive programs.

Mary Ellen Locke, registrar and incentive program manager for the California Thoroughbred Breeders Association, cited there are no changes to that state’s programs for the current year. As one of the most successful state organizations, the CTBA has seldom tried to fix what is not broken.

“I think [our program] has helped sustain our numbers through Covid and the economy being down,” Locke pointed out. “The numbers of Thoroughbred foals are down all over, but we are holding our own in California.”

The association’s definition of a Cal-bred is one thing helping California retain those foal numbers. Cal-breds are those foals dropped in the state after being conceived there by a California stallion. Or, “any Thoroughbred foal dropped by a mare in California if the mare remains in California to be next bred to a Thoroughbred stallion standing in the state” will be classified as Cal-bred. If the mare cannot be bred for two consecutive seasons, but remains in California during that period, her foal will still be considered a Cal-bred.

The Pennsylvania Horse Breeders Association is offering a new race series for two-year-olds in 2023, according to Brian Sanfratello, the group’s executive secretary. The Pennsylvania-bred series offers three stakes for fillies and three for colts.

“The first two races will feature purses of $100,000 to be run during Pennsylvania Day at the Races at Parx Racing,” Sanfratello offered. “The second set will have purses of $150,000 and will also be held at Parx the day of the Pennsylvania Derby; and the third in the series will feature $200,000 purses at a track to be determined.”

Trainers of the top three earning horses will be rewarded with bonuses of $25,000, $15,000 and $10,000.

In addition, Penn National has increased their owner bonus to 30%. The racetracks in that state pay for owner bonuses. 

Virginia has been on a roll since passing their historical horse racing legislation in 2019. Last year, according to Debbie Easter, executive director of the Virginia Thoroughbred Association (VTA), Colonial Downs averaged $612,000 in daily purse monies.

The Virginia Racing Commission approved an additional nine days of racing for the current year. Colonial Downs, the only live racing venue in the state, will run Thursday through Saturday from July 13 to September 9.

“Thanks to Historic Horse Racing (HHR) machines in Virginia, breeding, raising and racing Thoroughbreds has never been better,” according to Easter. “In 2023, the Virginia Breeders fund should double to over $2 million thanks to funds received from HHR.

Virginia breeders currently earn bonuses when Virginia-bred horses win a race anywhere in North America. If pending legislation passes the Virginia General Assembly, breeders will have an update for 2023. They will earn awards for horses placing first through third in North America.

“Because of budget constraints that limit the Virginia-Certified program to $4 million in both 2023 and 2024, we have made changes to our very successful program that pays 25% bonuses to the developers of Virginia-Certified horses that win at Mid-Atlantic region racetracks, which includes New York, New Jersey, Pennsylvania, Delaware, Maryland and West Virginia in addition to Virginia,” Easter added. “The plan is to increase funding for the program once Colonial Downs adds more HHR locations and machines, hopefully in 2024 and 2025.”

Iowa and New Mexico may not produce the largest annual foal crops in North America, but they each had Breeders’ Cup contenders last year. 

Tyler’s Tribe (Sharp Azteca) headed to Keeneland undefeated in five starts in his home state of Iowa to contest the Breeders’ Cup Juvenile Turf Sprint (G1). Unfortunately, the then two-year-old gelding was eased into the stretch after bleeding. He did regroup to finish third at Oaklawn Park just a month later in the Advent Stakes.

After challenging the inside speed during the Breeders’ Cup Filly and Mare Sprint (G1), New Mexico-bred Slammed (Marking) finished out of the money. Although the now five-year-old mare has not run since, her previous earnings of $557,030 (13 starts, 9-1-0) give her credibility as a broodmare prospect.

With the majority of Breeders’ Cup contenders raised on Kentucky bluegrass, mare owners may want to start watching for options in Iowa and New Mexico.

Bonus Bucks

Eclipse Thoroughbred Partners launched in the fall of 2011. Their ability to acquire, manage and develop runners and put together partnerships is quantified by their gross earnings of $42,561,789.

Eclipse President, Aron Wellman, sees the value of state-bred incentives and makes use of them, although his first order of business is finding the right horses.

“We are going to buy a horse because we like the horse,” Wellman confirmed. “If we buy something eligible for regional programs, we take advantage of them.”

The group’s Chief Financial Officer, Bill Victor, notices incentive earnings on his bottom line. “Breeder incentive programs are important to any stable.”

Spendthrift Farm continues to enjoy their fruitful and much copied programs. This year, Safe Bet will feature Coal Front (Stay Thirsty) standing at $5,000. If Coal Front does not produce at least one graded or group stakes winner by December 31, from his first two-year-old crop the mare owner will owe no stud fee. If he produces a stakes winner, the normal fee will be owed.  

Share the Upside features Greatest Honour (Tapit) for 2023. The breeder sends a mare to this stallion, has a live foal and pays the $10,000 fee. That foal entitles the mare owner to a lifetime breeding to Greatest Honour, an annual breeding share, with no added costs. Greatest Honour is, however, sold out for this year.

Both these Spendthrift programs minimize risks and offer great value, especially to smaller breeders.

Canada continues its successful Ontario Thoroughbred Improvement Program (TIP) with a current budget of $800,000. 

The province’s Mare Purchase Program (MPP) provides breeder incentives to invest in and ship mare power into Ontario. Foal mares—purchased for a minimum of $10,000 (USD), with no maximum price, at a recognized auction outside of Ontario, but produce 2023 foals in the providence— are eligible for a rebate. The rebate is for 50% of the purchase price up to $25,000 (CAD) with a limit of $75,000 (CAD) per ownership group. Mares bred back to a registered Ontario Sire in the 2023 breeding season are also eligible for a $2,500 (CAD) bonus.

The Mare Recruitment Program (MRP) incentivizes mare owners who bring an in-foal mare to Ontario to foal in 2024. Owners will receive a $5,000 (CAD) incentive for each in-foal mare brought to Ontario. The mare must not have foaled in Ontario in 2022 or 2023. MRP is for mares purchased at an Ontario Racing accredited sale in 2023 and must have a minimum purchase price of $5,000 (USD).

Breeders of record are eligible for additional bonuses through TIP. Specific details on the MPP and MRP programs criteria are outlined in the applicable criteria book.

The Struggle Is Real

Minnesota’s only Thoroughbred racetrack suffered a low blow recently when their 10-year marketing agreement with the nearby Shakopee Mdewakanton Sioux community expired without renewal. The track will be racing fewer days this year to keep purse amounts competitive without the additional funds.

The former agreement forbad Canterbury from supporting additional gaming legislation in the state; they are now free to push for sports wagering and slots of historical horse racing machines. 

Canterbury Park’s Thoroughbred 2023 stakes schedule will feature twenty-four races totaling $1.65 million in purses.

Texas Thoroughbred has one of the most innovative breed associations in the United States, especially for a state that has suffered setbacks over the decades. Their plan to promote Texas racing through public relations was a great success last year and will continue through this year.

“A series of events are conducted at Sam Houston Race Park, Lone Star Park and in connection with the Texas Two-Year-Old in Training Sale and the Texas Summer Yearling Sale,” said Texas Thoroughbred Association Executive Director Mary Ruyle. “Last year, this initiative resulted in forty-two new, first-time Texas Thoroughbred racehorse owners, equating to slightly more than $300,000 through participation in the Texas Thoroughbred Racing Club and private purchase connections set-ups.” 

Due to Texas’ stance on the Horseracing and Integrity Act (HISA), the Texas Racing Commission does not send out their racing signal unless it is out of the United States. When HISA was enacted July 1, 2022, they only had 14 days of the meet remaining. This year it has hindered their purse structure and the Accredited Thoroughbred Awards, according to Ruyle.

To resolve the problem, they have begun running races earlier in the day, rather than in the evenings, to draw more spectators and handle. They also made a deal with Woodbine to export their signal to Canada.

“At this moment, the purses are essentially the same,” Ruyle said. “As we get into the meet, we’ll see if we are able to sustain that.”

All Thoroughbred racing states within the United States, along with provinces in Canada, have some deals to incentivize breeders. Researching states of interest can provide the means to fend off these inflationary times in North America.

Go Canada - innovations to support breeders and buyers in Ontario

Words - Ken Snyder

With apologies to patriotic Canadians everywhere, the “O” that begins the nation’s stirring and beautiful national anthem might be adopted and altered by the Ontario horse industry to “Go Canada.” A reason?  Divide 173 race days (133 at Woodbine, 40 at Fort Erie) by approximately $65 million CAD in purse money. Go Canada indeed.

“If you have a good horse, there is an opportunity to make significant money here in Ontario,” said Peter Berringer, president of the Canadian Thoroughbred Horse Society and also someone with “skin in the game,” as they say.

He is a trainer with both a small string stabled at Woodbine and broodmares and stallions at his farm, Aurora Meadows in Rockwood Ontario, west of Toronto. He, like other Canadian trainers, is in the hunt for purse money that might surprise those in the horse industry. Statistics for 2021 from The Jockey Club (TJC) show that 1,853 Ontario starters earned $43,612,419 USD ($56,790,117.87 CAD) or $23,536 ($30,646.39 CAD)  in earnings per runner last year. The figure beats the same statistics for California, Florida, Louisiana and Texas.  

Earnings, however, are only a part of the story. Financial incentives to breeders in Ontario through a Mare Purchase Program (MPP) and Mare Recruitment Program (MRP)* make investments in Ontario racing worthwhile both for the present and in the future in breeding and racing. The MPP provides Ontario buyers of in-foal mares at select U.S. horse sales 50% of the purchase price up to $25,000 CAD.  Sales include Wannamaker’s Online Sale; Fasig-Tipton November Breeding Stock, MidAtlantic Winter Mixed, and Kentucky Winter Mixed sales; the OBS Winter Mixed Sale; and Keeneland November Breeding Stock Sale and January Horses of All Ages Sale. Additionally, there is a $2,500 CAD incentive for every mare bred back to a registered Ontario sire.

With Ontario horse sales under the recruitment program, mare owners bringing an in-foal mare into the province can receive $5,000 CAD through a Thoroughbred Improvement Program (TIP). The incentive applies to up to five in-foal mares per owner or entity. The $2,500 CAD incentive for breeding back to a registered Ontario sire applies also as with mare purchasing. 

Berringer said a few new stallions annually come into the province but that “the issue is we don’t have a large number of resident mares. 

“Mare Recruitment is trying to help us build Ontario-bred numbers,” said Berringer. “People will foal here and hopefully, with the incentives, people will breed back here. Then, when they have their horses, they’re probably going to benefit the most financially by racing in Ontario because you’re running for 40-percent bonuses if you’re running an Ontario-sired, Ontario-bred horse.” He added that the goal is twofold: to drive the Ontario horse population and increase the quality of the stock running in the province.

PETER BERRINGER

Funding for both the MPP and the MRP is through the TIP and comes from a pari mutuel tax returned by the government to the horse industry. Breeding programs total over $7 million CAD from the TIP, according to Berringer.

Ontario-breds are more than just important to racing in the province, according to Berringer. “It’s pivotal to racing. A strong breeding development program relates directly to our local horse sales and the racing product. We need a strong breeding program to have sustainable racing.”

Government statistics estimate that 45,000 people in Ontario depend on or benefit from horse breeding and racing, but Berringer thinks the figure might be low. “You have to be able to sustain all those farms and spinoff jobs on the farm and farm-related, which are imperative to the economic sustainability of rural communities.”

Berringer, as a farm owner, is sensitive to the impact of breeding and racing on operations and individuals not directly related to horse racing. His introduction to Thoroughbreds was working as a teenager at an uncle’s farm. “It was a multifaceted Thoroughbred farm with usually 60 to 120 horses at capacity in the winter. There were stallions and broodmares, yearlings and racehorses. I was lucky to have exposure to handling stallions, breeding and reproductive exposure, foaling, yearling sales prep, yearling sales, and breaking and training,” he said.

Transitioning to training came in his late 20’s when he was, at that time, the farm’s general manager/trainer. “I started to focus on training and racing because of the action and reducing my farm business to outside clients and a successful horse quarantine operation that I was operating for international horses.” On the farm, he met and worked with successful trainers and owners, and had exposure to top-tier Canadian champions.

Increased responsibilities on the farm along with obtaining a university degree while still working on the farm in the 1980s fed a burgeoning passion not just for the horses but the business.

This passion puts him on the tip of the spear for challenges not just facing his own racing and farm operations, but all Canadian horsemen and horsewomen. Canada’s tax structure for the horse industry is, according to Berringer, “the biggest detriment to our racing program.” It calls for a write-off of $17,600 [CAD] per entity per owner, a pittance compared to the U.S. tax structure that this year allows a 100% deduction of the purchase price of a horse. Lobbying efforts to improve the tax structure in Canada have been ongoing for some time but without much, if any, progress.  

In addition to incentives, there are also efforts on the racetrack to benefit Ontario horsemen and horsewomen. The Heritage Series of eight races for three-year-old Ontario-sired horses—four for fillies and four for colts—is in its second year divided between six races at Woodbine and two at Fort Erie between July and September. The Series provides an obvious boon to Ontario-sired horses to run in restricted stakes races. Last year, the first for the Series, purses for the eight races totaled $750,000. This year purses will increase from $80,000 to $100,000 per race. Horses accumulate points over multiple races with the points leader among fillies and colts earning a $20,000 bonus. Second- and third-place finishers in points earn bonuses of $10,000 and $5,000.

Lastly, if not most importantly, Ontario’s annual Premier yearling sale, this year at the Woodbine Sales Pavilion on August 31, generates interest and sales for Ontario-breds and not just within the province.  Berringer said many American owners with Canadian trainers as well as American trainers who race in Canada shop the Premier sales. “If you’re racing up here, it’s good to have an Ontario-bred horse because it gives you eligibility to a substantial and lucrative incentive program and bonuses as well as a possible place in the Queen’s Plate with a million-dollar purse as well as other stakes races.” 

Probably surprising to U.S. buyers are Canadian exports to U.S. sales. “There are 100 to 150 yearlings that sell every year down in Kentucky that are Ontario-bred,” said Berringer.

If Ontario racing is highly aggressive among racing jurisdictions in its breeding programs and incentives, it is, quite frankly, because it has to be. The COVID pandemic provides a prime example. “COVID really knocked the industry down when there were no spectators. At least in the U.S., spectators were allowed and business went on. We didn’t have any of that.” Adding to empty grandstands, Ontario racing, which usually begins in April, was pushed back to a June start in both 2020 and 2021. American racing, for the most part, continued the same meet schedules in the COVID restrictions.

Of course, Ontario racing right now experiences the same issues facing other racing jurisdictions in the U.S. All have horse shortages. Ontario may be complimented, though, for creating a means to minimize the effect on field sizes and typically producing fields larger than that in the U.S. Berringer points to racing secretaries at Woodbine both adding conditions and combining them to draw more entries into races. A recent Saturday at Woodbine and Santa Anita showed 84 starters for 10 races at Woodbine (8.4 per race) and only 68 starters for the same number of races at Santa Anita (6.8).  

Another issue shared by Ontario with the U.S. is a chronic labor shortage. The situation may be more acute in Canada than in the U.S. with a smaller immigrant base from which to draw. “A lot of the people that come to Canada are from Barbados and Jamaica to work on the backstretch, and it’s getting more and more difficult to obtain work permits. It’s increased over COVID,” said Berringer. The U.S., by contrast, has Central and South American countries with larger populations that have traditionally supplied their horse industry. The impact can be seen, said Berringer, by some U.S. stables who formerly came to Ontario to race, no longer coming north.

Home-grown efforts are underway to address labor shortages. Berringer points to a new program that the Ontario government started this year, which trains people for the horse industry and then provides financial assistance for the continuation of training. He takes a wait-and-see attitude toward the impact it may have. “It’s hard to find people to do this work early in the morning.” That goes for both Ontario and the U.S. 

The one major difference between Canadian racing and American, and where Canadian racing is most lacking in comparison is with new owners. There is just not the population base or large enough body of families historically involved in racing in Canada as in the U.S. “Racing struggles with this everywhere and probably the creation of a large fractional owner syndicate, and introducing people to the sport and excitement of it all, hopefully, will encourage new participants and they’ll purchase more and invest more in the industry once they get a taste for it; but it’s a struggle to find new breeders and owners,” said Berringer. 

He noted that leading Canadian trainer Josie Carroll, along with other top trainers in the U.S., receives horses bought by MyRacehorse, a syndicate offering “micro shares” that has been successful both in terms of business and on the racetrack. MyRacehorse, still in relative infancy, was part owner of the 2020 Kentucky Derby winner, Authentic.

Canada’s horse industry, not surprisingly, is dependent on its larger neighbor to the south, with a much larger selection of stallions. “It used to be a couple of years ago; it was 70 percent local horses produced [in Ontario],” said Berringer. “Now, it’s a fifty-fifty split.” He added that it is a trend more attributable to a decrease in Ontario of local breeding participants than an increase in U.S. stallions. 

Quantity, however, does not necessarily dictate quality. Bigger purses divided by a smaller pool of horses, as cited in the opening of this story, improve the odds for earnings with Ontario horsemen and horsewomen. “You’ve got to put it in perspective. In Ontario, we’re probably producing just over 750 foals a year. Statistically, there’s a lot more money for our foals than a lot of other jurisdictions.”

A point of pride with Berringer and other Canadians in the horse industry is the success of Ontario-breds. Say the Word, Channel Maker, and Count Again, who recently won a Gr. 1 race in California are only three of many Ontario-breds succeeding on the racetrack. Recently retired Pink Lloyd, sired by Old Forester, is, perhaps, the biggest star of Ontario-breds. Career earnings totaled $2,455,430 and included five Sovereign Awards for Champion Male Springer and the 2017 Sovereign Award for Horse of the Year. Incredibly, his wins were in 26 stakes races. Let it not be forgotten as well that the dam of this year’s Kentucky Derby winner Rich Strike is Gold Strike, Canada’s Sovereign Award Champion 3YO Filly in 2005.

The issue for Ontario racing isn’t good horses, apparently; it is just the need for more of them. With breeding programs, added racing for Ontario-breds, and the Premier sales, it won’t be for lack of trying. That especially holds true for Berringer, who is quick with a quip: “I still love horses and horse racing and still enjoy going home to the farm every day--ok most days--to work.  

Go Canada.

*Applications for the MPP and MRP by Ontario horsemen and horsewomen are available at the Canadian Thoroughbred Horse Society’s website, cthsont.com, under “Breed” and then “Incentives.”

Diversification of the Thoroughbred Sire Lines

By Nancy Sexton

From the time the breeding of racehorses became a more commercial pursuit, bloodlines have ebbed and flowed freely across differing racing jurisdictions. The export of various high-profile horses out of Britain to North America during the first half of the 20th century added weight to the development of the American Thoroughbred, giving it a foundation from which to flourish. And when more American-breds came to be imported back into Europe, the British and Irish Thoroughbreds benefitted as well.

All the while, it stands to reason that some sire lines will strengthen and some will die out. Some of those that lose their vigor in one nation might thrive in another. Others will merely be overwhelmed by a more dominant line, as was the case with game-changer Northern Dancer.

A glance at the leading North American sires’ list from 1972 reveals quite how much the Thoroughbred has changed in 50 years. Round Table, Claiborne Farm’s brilliant son of Princequillo, sat at the top with approximately $2 million in earnings ahead of Hamburg Place’s T V Lark, a son of the Nasrullah stallion Indian Hemp. Princequillo and Nasrullah, both of whom stood under Claiborne management, were dominant influences of their day but interestingly each of the top five stallions that year—Herbager, Beau Gar and Count Fleet completed the quintet—represented different sire lines.

Is today’s Thoroughbred a melting pot of fewer viable lines? The 2021 North American champion sires’ table would suggest that might be the case—its top ten containing four male line descendants of Northern Dancer (Into Mischief, Ghostzapper, Paynter and Hard Spun) and four belonging to Mr Prospector (Curlin, Speightstown, Munnings and Twirling Candy). 

Of course, given how each surviving branch of Northern Dancer and Mr. Prospector has evolved over time erodes the importance of comparing different representatives; Into Mischief, as a great-grandson of Storm Cat via Harlan’s Holiday, is a very different beast to Awesome Again’s son Ghostzapper as is Curlin to Speightstown and his son Munnings.

Conspicuous by its absence, though, is representation from the once vibrant Hail To Reason line, its most high-profile representative being the veteran More Than Ready in 26th place. Caro’s line is prominent via the deeds of top ten stallion Uncle Mo, although whether that horse can be classed as a typical representative of that line is a moot point. The In Reality sire line, which traces back to Man O’War, remains relevant primarily through Tiznow. However, it doesn’t take too much imagination to envisage it petering out in the near future, much like that belonging to Princequillo, Ribot, Buckpasser and Bull Lea before it.

In Europe, the situation is much the same, dominated by Northern Dancer influences descending from Sadler’s Wells, in particular Galileo, and Danzig, who is at his strongest via Danehill and Green Desert. The outlier at the top end of the market is Mr. Prospector’s great-grandson Dubawi. 

Sadly, those lines descending from the likes of Mill Reef, the last British-based champion sire prior to Frankel, Blushing Groom and Sharpen Up today hang by a thread. Others, such as Dante and Habitat, have more or less died out across Europe.

Fiona Craig (right) with Molyglare Stud’s Eva-Maria Bucher-Haefner.

“It has definitely changed,” says Fiona Craig, advisor to the Irish-based Moyglare Stud Farm. “Success breeds success, so to some degree the situation is maybe better because of the dominance of the more successful bloodlines. However, as a result, we may well all lose some of the genetic variation that is so vital for the vigor of a bloodline. It is difficult to fully evaluate at this point as it may take another 50 years to see the effect of the current concentration of bloodlines.”

Duncan Taylor of Taylor Made Sales goes far back into the 20th century, pointing to the success of the Phalaris sire line, and its subsequent concentration, as a catalyst for the current situation.

“From 1956, the leading sire by earnings for each year since tells the story of the Thoroughbred breed and its evolution,” he says. “Speed has been the centerpiece of the story. During this 65-year period, the leading sire list has been topped on only eight occasions by stallions from sire lines other than the Phalaris paternal line. Princequillo (1957 and 1958), Ambiorix (1961), Round Table (1972), Dr. Fager (1977), Nodouble (1980), His Majesty (1982) and Broad Brush (1994) are those eight sires.

“Every other time it has been led by a Phalaris line stallion—Northern Dancer, Mr. Prospector, Bold Ruler and Hail To Reason. If you look back at the leading sires list by earnings for 2021, you see that all bar one of the top 50 stallions traces back to Phalaris: 19 of the 50 trace through Mr. Prospector, 16 through Northern Dancer, 11 through Bold Ruler, two through Hail To Reason and one through Caro. Only the In Reality line, represented through Tiznow [in 45th], does not trace back to Phalaris.”

Taylor adds: “Phalaris was a modest racehorse at stamina distance. As a four-year-old, his trainer [George Lambton] turned to sprint races where he won seven of nine starts and was ultimately crowned England’s Champion Sprinter. As a five-year-old, he became known for his ability to carry more weight than his competitors, doing so with brilliant speed. He went on to become a leading sire of two-year-olds in 1925, 1926 and 1927. He was Champion sire in England in 1925 and 1928.

Duncan Taylor

“What I see in Phalaris and what I have learned about the customers that create the “bullseye market” for buying a yearling in America are very similar. Our horse-buying customers want early two-year-old performers with speed, and they like it when the horse can go on and race at three.  They would love for that fast two-year-old to be able to go on and win up to a mile-and-a-quarter at three. Phalaris and his offspring have delivered the speed necessary to put most of the other sire lines out of business. You will still see these other sire lines in pedigrees, but not as the paternal sire line.”

Globalization

Whatever way you look at it, globalization of the business has also been a driving force. On the one hand, it has allowed international breeders access to different bloodlines. On the other hand, it has been a major factor in the commercialism of the industry; once breeding racehorses became big business, fashion gained a new importance.

“The pendulum swings back and forth,” says Dermot Carty, director of sales at Adena Springs in Canada. “For example, one of the biggest influences during the 1930s and 40s was Hyperion. His son Khaled came to America and with success; another son Star Kingdom was successful in Australia; and then Aristophanes stood in South America where he sired Forli, who then came back to stand in Kentucky.

“With the international economics of the 1940s, 50s, 60s, there was a huge movement of horses, mostly back into North America. Then it went the other way—the Sangster group and the Maktoum family were driving forces into sending those bloodlines back to Europe. And all the while, Japan has been importing a lot of bloodlines and with great success—that was obviously how they came to have Sunday Silence.”

Headley Bell of Mill Ridge Farm in Kentucky concurs.

Headley Bell of Mill Ridge Farm, Kentucky

“My grandfather [Hal Price Headley] imported Order out of England and from him bred [champion] Ornament,” he says. “Then he bought Pharamond from Lord Derby and imported him to stand in Kentucky, where he sired champion Menow [sire of champion Tom Fool, in turn the sire of Buckpasser].

“We go through these different phases, and we get these cycles. You look at what John Gaines did at Gainesway, Leslie Combs at Spendthrift and before that Bull Hancock at Claiborne. They tapped into the British Stud Book and reaped the rewards—and that was a long time ago.” 

Such cycles have underpinned the development of the breed, initially allowing for more variety. When Never Say Die won the 1954 Epsom Derby under Lester Piggott, he became the first American-bred winner of the race since Iroquois in 1881. 

Columnist Frank Jennings, writing at the time in the Thoroughbred Record, noted that: “Never Say Die did a great deal toward changing this thought [that an American-bred would not be able to win the Epsom Derby] and at the same time provided a fine example of the fact that American bloodlines, when properly blended with those of foreign lands, can hold their own in the top company of the world.”

Just over 40 years later, the race boasted a further 11 American-bred winners as well another, Nijinsky, who had been bred in Canada.

“Properly blended” is a key phrase in Jennings’ text, with the industry’s global nature allowing for differing lines to blend in elsewhere to the point that it's not uncommon nowadays for a horse’s background to host European, North American, Japanese and/or Australian-bred names.

“It is important not to underestimate just how much the mare population matters to a stallion,” says Bell, “and how he might blend. We stood Diesis at Mill Ridge Farm—he was a champion two-year-old in Britain by Sharpen Up; and when he came here, he was provided with those American speed mares. And it clicked; it worked for him.” 

As Carty notes, Adena Springs’ stalwart Silent Name is another fine advertisement for a Thoroughbred melting pot. One of the first sons of Japanese supersire Sunday Silence to stand outside Japan, the Gr. 2 winner is a proven Gr. 1 stallion and sits perennially among the leading Canadian sires.

“Silent Name was bred in Japan by the Wertheimer brothers from an European pedigree that had heavy doses of North American influences,” he says. “He’s out of a mare by Danehill, and his second dam is by Blushing Groom. You’ve got Raja Baba, a son of Bold Ruler, in there, too. So it’s a really international pedigree. 

“To build this kind of family requires the ability to think long term, and it’s a long process. Credit to the Wertheimer brothers as they had the vision and sight to send mares to Japan and tap into these different bloodlines. Credit to the Wildenstein family and Maria Niarchos for doing the same as well.”

Contraction

Are we closing in on a situation where the breed might be contracting too much?

“Any answer will be determined on what you are trying to breed,” says Craig. “A sound racehorse with a turn of foot or successful sales horse? Do you prefer to out-cross bloodlines, or are you happy to concentrate on currently successful bloodlines to meet market fashion and sell well?  

“For me, primarily trying to breed racehorses, I find it increasingly restrictive simply because so many of the broodmares are by or out of the current stallions. That is an increasing problem, and I see the same in yearlings at sales. 

“We can make statistics to say anything, but what they do show is that speed is essential for a racehorse. But class speed. Sadly we are now in a world where cheap speed sells, and class stamina is overlooked or not wanted at the sales.”

The power of the commercial market is certainly a factor.

As Bell notes, most breeders are in the position of having “to play the commercial card.”

“The reduction of the foal crop is also something that’s at play here,” he says. “When you’re going down from 35,000 foals to 19,000, you’re going to get limitations. So we’re playing with the cards that we’re dealt.”

Away from commercial dictations, the shift can also be attributed to the overwhelming influence of Northern Dancer, a great-great-grandson of Phalaris.

Bred by E.P. Taylor, it is part of racing folklore how the late May-foaled Northern Dancer was shunned by buyers on account of his size as a yearling yet went on to win the Kentucky Derby in record time several weeks short of his actual third birthday. 

Northern Dancer was sired by a horse, Nearctic, whose female family had been imported by Taylor out of Britain in the early 1950s. At stud, he wasted little time in transcending the gap between North America and Europe, with the deeds of his second-crop son, 1970 Triple Crown winner Nijinsky, prompting a heightened interest in the stallion that was subsequently justified through the likes of Sadler’s Wells, El Gran Senor, The Minstrel, Secreto, Lyphard and Nureyev.

Today, the breed is awash with Northern Dancer, particularly in Europe.

“You look at the role that Northern Dancer played,” says Bell. “He’s by far the most significant. And we’re now seeing Northern Dancer on Northern Dancer work. Delving further in, Danzig on Danzig is more prevalent and can work. Sadler’s Wells on Sadler’s Wells can also work, as we saw with Enable [who was inbred 3x2 to the stallion].”

The idea of major breeders experimenting by doubling up on bloodlines is nothing new. 

Ultimus, an unraced but successful sire bred in 1906 by James Keene, was inbred 2x2 to Domino. In Europe, the breeding empire belonging to Marcel Boussac rested primarily upon the influences of his stallions Asterus, Teddy, Pharis and Tourbillon. Indeed, his 1949 Arc heroine Coronation was inbred 2x2 to Tourbillon. 

More recently in Australasia, Danehill has become so powerful that in some cases it is hard to get away from his influence. To date, there are no fewer than 15,400 foals inbred to Danehill worldwide—310 of whom are stakes winners. While the list contains various Australian heavyweights such as Verry Elleegant, Farnan, Alizee and Bivouac, it is also interesting to note the number of Australasian farms who market their stallions as being free of Danehill blood when the opportunities arise.

Yet while history tells us that some people will never hold back from multiplying on lines, surely the concentration of today’s sirelines poses some quandaries for breeders.

While Round Table was the North American champion sire of 1972, his place was taken 10 years later by His Majesty, a son of Ribot. By 1992, Northern Dancer was changing the landscape; Danzig was champion in America while in Europe, Sadler’s Wells was in the midst of a championship run that would come to consist of a record 14 sires’ titles. Sadler’s Wells’ own son El Prado broke through with his own American sires’ championship in 2002, and remains a firm influence today via Kitten’s Joy and Medaglia d’Oro. 

At the same time, the faster and more precocious Storm Cat, a grandson of Northern Dancer via Storm Bird, was gaining traction on both sides of the Atlantic that would come to be reflected in the successes of Into Mischief, Giant’s Causeway and Scat Daddy—all of whom remain extremely powerful and commercial forces in 2022.

Meanwhile, the Mr. Prospector sire line flourished, whether it be through the likes of Gone West (sire of Elusive Quality, Zafonic, Speightstown and Mr. Greeley), Forty Niner (sire of Distorted Humor and End Sweep), Smart Strike (sire of Curlin) or Fappiano, who has become an increasingly powerful force via Unbridled and Candy Ride.

The Seattle Slew line has consolidated its place as one of America’s best, notably through A.P. Indy and his son Pulpit, who has been so ably represented in recent years by Tapit.

However, all this has come at the expense of other sire lines. Granted, not all of them possessed the vigor to remain relevant. But others were popular and successful options of their time and merely fell foul of commercial desires. 

For instance, would Sunday Silence have been so successful had he stood in Kentucky? As it was, Arthur Hancock of Stone Farm attempted to stand his Kentucky Derby winner but support for the horse—one who had been unsold at $17,000 as a yearling and in possession of a light female pedigree—was underwhelming; and he was sold to Japan, where he became an incredible success. While his blood today saturates the breed in Japan, Kentucky options belonging to his sire Halo are limited.

Other causes include a combination of geography, value and circumstances, says Craig.

Ribot at Darby Dan Farm, 1960

“Horses were at one time mainly bred to be raced by their breeders,” she says. “The public sales market was to dispose of those that were not wanted. Mares also often visited stallions that were local and then with time and travel, they went further afield; and a center such as Newmarket began to develop for breeding as much as racing. 

“Walter Haefner [Moyglare Stud Farm founder] was one of the first breeders to ship mares by air to Kentucky. He was very wealthy and loved U.S. racing. He sent two mares from Ireland in 1968, primarily to breed to Sea Bird and Ribot. Irish Lass produced Irish Bird, the dam of Assert and Bikala, to Sea Bird. Another mare, White Paper, produced Gp. 1 winner Carwhite to Caro.”

Craig touches upon the wealth of European runners available in America at that time, with Nureyev, Lyphard, Riverman, Irish River, Blushing Groom, The Minstrel, El Gran Senor, Storm Bird, Sir Ivor and Vaguely Noble, among those to leave a lasting impact alongside Sea Bird, Ribot and Caro.

“Many of the top European stallion prospects were abruptly sent to the U.S. in the 1970s due to fear of equine abortion [prompted by the contagious equine metritis (CEM) outbreak in 1977],” she says.

“Comparing stud fees and yearling values in the 1950s and 60s to those at the end of the 1970s and onward shows a vast change, maybe originating in the U.S. as a result of CEM and the flight of leading stallions from Europe, [which] then migrated quickly back to Europe. 

“I will always remember attending a Matchmaker seasons and shares auction in the old Radisson in downtown Kentucky in the late 1980s and watching a Northern Dancer season make $1 million. Big business arrived into breeding and as a result into sales, and as we all know, much of this current industry is dictated by fashion. Traditional owner/breeders continued but increasingly found the associated stud fee and broodmare costs limiting.

“Commercial breeders are guided by fashion, and so stallions have to fit the commercial parameters in order to get enough mares; and currently early success and speed are everything. Proven, fast, good looking and recognizable—that doesn't leave many spots for the tough old stallions doing it the hard way. Would Persian Bold have made a stallion now? Would Broad Brush? Both were more than able to get a higher percentage of top performers than the speedy two-year-old performer that gets three times the number of mares.

“And with increased commerciality and 'fashion' came numbers. Fashion and commercial aspects meant that everyone [wanted] to breed their mares to the same sire or sire line, and others were ignored.”

She adds: “Yes, we need the class stamina lines of Roberto, we need Halo, we need Princequillo and Ribot. But they are not flashy or speedy, and sadly not fashionable. Hence the demand is poor, and so those sire lines fade into history.”

Craig laments the contraction of the Grey Sovereign line: “There was a brilliance to those, also temperament, but they worked on all surfaces and in different countries.” Similarly, she is disappointed to witness the contraction of that belonging to Never Bend, a “line of class and brilliance” that supplied Mill Reef and Riverman. 

For Headley Bell, use of the Roberto sire line has yielded great rewards.

“Hail To Reason and his son Roberto is such a powerful line,” he says. “I’ve played Roberto and I used Dynaformer a lot with success—our client Lael Stable bred [Kentucky Derby winner] Barbaro by him. I played Halo, more recently through his grandson Hat Trick, the sire of Win Win Win [a Gr. 1-winning homebred for Live Oak Plantation]. 

“I was also a big Stop The Music player back in the day, although he was different to most Hail To Reasons; he was typey with more speed.”

Of course, the subject of bloodlines isn’t as cut and dry as favoring one sire line over the next. Each stallion represents a blend of influences and as such, opportunities are there to be tapped into.

“Ribot and Roberto remain influential,” says Bell. “In Reality, Relaunch, Fappiano—they are all common threads as well. The Rough N’ Tumble line has been hugely influential—we see him today playing an important role through his son Dr. Fager, the damsire of Fappiano. And that pays tribute to John Nerud and those Tartan Farm families. They bred all those good horses: In Reality, Dr. Fager, Unbridled, Quiet American; and they remain relevant today.”

Independently, Craig was also quick to pay tribute to the impact left by Nerud.

“Tapit is the Bold Ruler - Seattle Slew line, but maybe his real success is due to those tough old Tartan Farm bloodlines,” she says, alluding to the fact that Tapit’s dam, Tap Your Heels, is a daughter of Unbridled (bred on the Fappiano - Dr. Fager cross) and also inbred twice to In Reality.

There is an argument to think that the health of the Thoroughbred is not going to benefit from the current situation. Sure, North America is home to an array of accomplished sires, but at the same time, the variety of several decades ago—an era when some would argue that the breed was sounder and more durable—is lacking. 

While Northern Dancer and Mr. Prospector cast a shadow over the top echelons of the 2021 champion sires’ list, there is also a similarity to the next big names, among them runaway champion first-crop sire Gun Runner who represents a fusion of Fappiano, to whom he is inbred, and Storm Cat. Another successful freshman, Practical Joke, represents Into Mischief over Distorted Humor and therefore broadly speaking, Storm Cat over Mr. Prospector.

“It is both a luxury and expensive to be an owner/breeder now,” says Craig. "Most breeding is trial and error. For sure, you can afford to take a few chances—breed to Saxon Warrior or Study Of Man [both sons of Deep Impact based in Europe], keep a few mares in the U.S. or Australia to try to use more of a variety of sire lines, but it is a challenge. There are limited options, and I think we are breeding a lot of slower horses as a result. We are moving inwards not outwards.”

State Incentives 2022

by Annie Lambert

North American Thoroughbred market breeders saw record sales in 2021, while breeding to race looks equally enticing in 2022. Even a pandemic has not stopped the racing industry from rewarding breeders and owners from producing, purchasing and racing quality horses.

Farm Futures

Spendthrift Farm, Lexington, Kentucky, are continuing with their trendsetting programs – Share The Upside and Safe Bet – following the death of Spendthrift founder and owner B. Wayne Hughes last August. Both programs have been directly copied or modified by other farms due to their obvious significance to breeders.

The Spendthrift Farm 2022 Stallion Roster consists of 25 sires, including newly added Basin (Liam’s Map), Known Agenda (Curlin), Yaupon (Uncle Mo) and By My Standards (Goldencents).

Safe Bet minimizes risk for mare owners by ensuring that the stallion they chose from the program will sire at least one graded/group stakes winner by December 31, 2022 from its first two-year-old crop, or the mare owner will owe no breeding fee. If the stallion does produce at least one black-type winner, the listed stallion fee would be due.

Spendthrift stallions in the program for 2022 include Cloud Computing, Free Drop Billy and Mor Spirit, all standing for a $5,000 fee.

“Safe Bet will continue this year with Free Drop Bill, Mor Spirit and Cloud Computing,” verified Spendthrift Stallion Sales Manager Mark Toothaker. “If they do not have a graded stakes winner in North America in 2022, then all of those contracts done under the program will be free. If they have a graded stakes winner, [breeders] are thrilled to death to pay $5,000. If it doesn’t work out, at least it doesn’t cost them anything, as far as a stud fee.”

Share The Upside has proved stunningly successful for breeders, while remaining a simple concept. Breed a mare to a program stallion, have a live foal and pay the stallion fee when due. That foal entitles the mare owner to a lifetime breeding to the stallion, an annual breeding share, with no added costs.

Program stallions for 2022 include: Basin, By My Standards, Known Agenda and Rock Your World (Candy Ride (ARG)), the latter two being already sold out.

“We have two different forms of Share the Upside,” Toothaker said. “Rock Your World and Known Agenda are both on two year programs with fees of $12,500 this and next year. Basin and By My Standards are both on one-year deals with a second year breed back for free. They are both standing at $8,500 one time and then in 2023 you breed a mare for free and you will have filled your commitment to have a lifetime breeding right.”

According to Toothaker, some stallions offer a pay-out-of-sale proceeds type offer this year. It is not a forgiveness of the stud fee, but it is a deferment arrangement.

“There are certain stallions that we will allow a breeder to defer paying the stallion fee, temporarily,” Toothaker said. “They can sell the mare in foal or sell the resulting weanling or yearling. We don’t usually want to carry it past a yearling season.”

Because the quality stallions can be very expensive to acquire, farms must try and turn each season into monetary income if at all possible. Various programs enable stallions to be marketed for the benefit of the stallion business and mare owners.

The Kentucky Thoroughbred Development Fund (KTDF) has increased purses within the state and has shown significant growth. Keeneland Race Course, for example, will award a record $7.7 million for 19 stakes to be run during their April 2022 spring meet. 

Spendthrift’s 2022 ‘Share the upside’ program stallions include Rock your world, known agenda, Basin & By my standards (pictured)

The KTDF will contribute $1.5 million to the stakes purses, pending approval from the Kentucky Horse Racing Commission. KTDF funds come from one-percent of money wagered on live Kentucky Thoroughbred and historical racing. In addition, two-percent of all money wagered on Thoroughbred races via inter-track wagering and whole card simulcasting.

Only Kentucky-sired and Kentucky-foaled horses that are registered with the KTDF are eligible for these purse supplements. Each racetrack, pending approval by the KTDF advisory board, decides the purse payment structure. Payment is distributed to the owner of record.

State Lures

The California Breeder’s Association continues to have one of the most respected, and often copied, programs in North America. According to Mary Ellen Locke, Registrar and Incentive Program Manager, there have been no structural changes to their lucrative program from recent years.

California mare owners can breed to out-of-state stallions and still have a Cal-bred, providing the mare foals in the Golden State and is bred back to a California stallion. 

“We have no new changes for 2022,” Locke confirmed of the CTBA incentives. “There have not been as many inquiries from other states regarding our program recently. When most were starting out, they’d ask how our program worked. I think a lot of the states that want an incentive program have one.” 

Little Red Feather Racing Club is an established racing partnership group, which purchases prospects to race across North America. Founder and managing partner, Billy Koch, made it clear they are not in the breeding business, but definitely keep owner incentives in mind for his runners.

“We race everywhere in the country, so we look at the horses [bred in any state],” Koch explained. “Whatever racing jurisdiction you are running in, the incentives should be noted. When it comes to California, as they say, ‘It pays to own a Cal-bred.’”

Texas has been making big improvements for breeders to take advantage of in recent years, according to Mary Ruyle, Texas Thoroughbred Association Executive Director. Texas state legislatures passed a bill in 2019, which provides for $25 million annually to help the equine industry – seventy percent is set aside for purses. The monies are collected via a tax on equine goods and products. 

The TTA is actively promoting the Texas-bred Thoroughbred in 2022.

“What we are doing is going to each of the Texas Class One tracks and inviting new people to learn more about the process of becoming a breeder or a racehorse owner,” Ruyle said. “We’re also having an event in connection with our two-year-old training sale.”

Berdette Felipe, Arizona Thoroughbred Breeders Association, reported there were no major changes to their program, but that business was going well for breeders and owners.

“Turf Paradise has added money into the purses, the purses are bigger,” she said. “And, Turf Paradise does pay a breeder and owner award at the end of the meet.”

Mare owners in Arizona are able to breed to out-of-state stallions, similar to California, and still have an Arizona-bred foal. “As long as the mare foals here and the baby stays in Arizona for six months of its first year,” Felipe explained.

When Virginia passed their Historical Horse Racing legislation in 2019 Debbie Easter, Executive Director of the Virginia Thoroughbred Association (VTA), predicted good things for Colonial Downs. Last year, Easter began to see the numbers climbing in spite of no year around racing in Virginia.

Colonial Downs enjoyed a record setting Thoroughbred season in 2021 with purse monies of $522,000. That number is expected to grow to $600,000 this year. The Virginia Racing Commission also granted the 2022 meet an additional nine days of racing.

The VTA continues to provide incentives to their breeders, encouraging them to set up shop and grow in their state.

Even though the state of Minnesota has challenges for breeders and owners, those directly involved continue to stride forward with help from the Minnesota Thoroughbred Association and the Minnesota Breeders’ Fund [MBF].

The MBF, which is overseen by the Minnesota Racing Commission (MRC), awarded over $600,000 to breeders last year. Monetary awards are paid to Minnesota-bred horses that are registered with the MRC. There are ongoing attempts to promote state-bred horses.

 “Members of the commission have agreed recently to support an incentive whereby anyone who buys a share in a Minnesota Thoroughbred Association stallion auction will be rewarded,” Bob Schiewe, Deputy Director of the MBF, explained. “If you bring your mare to use the breeding and bring the mare back to Minnesota to foal, the Breeders’ Fund will pay a $1,000 incentive.

“It’s not a lot in the bigger picture, but it is something. We are hoping that it might result in 15 to 30 mares foaling in Minnesota that otherwise may not have.”

Minnesota not only suffers from severe winter weather. Lower purses at Canterbury Park, the only Thoroughbred track, are stressing the racing structure. 

“Canterbury Park, where we have had Thoroughbred and Quarter Horse racing since the 1980s, has a marketing agreement with the nearby Shakopee Mdewakanton Sioux community, which owns/operates the Mystic Ways Casino,” Schiewe said. “The casino is very successful and has supplemented purses at Canterbury Park by about $7.5 million annually for 10 years. It basically doubled our purse account.”

But, much to Schiewe’s dismay, the decade long agreement with the casino to provide the added funding is expiring and the Native American community seems prepared not to negotiate a new contract.

“Unfortunately for horse racing in Minnesota,” Schiewe acknowledged, “it seems to be in very serious jeopardy of going away.” “You can do the math; we’ll be losing half of our purse account in this day and age.” 

Mr Monomoy

Independent Initiatives

Sean Feld is Managing Director of Climax Stallions, which he runs from Lexington, Kentucky. Sean’s father, Bob Feld of Bobfeld Bloodstock is the company’s Director of Stallion Acquisitions.

Climax Stallions now offer seven sires, most of which reside in varied regions of the United States, with one currently standing in Ireland. The concept of treating each stallion separately allows the company to find proper exposure for each horse.

“When we acquire a stallion we’ll make phone calls to various farms in various locations where we think the horse fits best and where we think he will get the best reception,” Sean explained. “Curlin To Mischief [a half-brother to Into Mischief and Beholder by Curlin] is in California because it was helpful that Into Mischief and Beholder did their running out there. That familiarity definitely helps.”

Son Of Thunder, a full-brother to the late Laoban, stands in New York, St Patrick’s Day, by Pioneerof The Nile, resides in Florida and Mr. Monomoy, by Palace Malice, is in New York. Editorial, a half-brother to Uncle Mo by War Front, and Fortune Ticket, a full-brother to Gun Runner, are both in Maryland. The only stallion standing outside of North America is Bullet Train by Sadler’s Wells.

“We have Bullet Train leased to a national hunt farm in Ireland,” Sean said. “He’s going to be a steeplechase stallion. His first foals in Ireland are three, so they’ll start running soon.”

Climax Stallions are placed with consideration of breeder and owner awards offered as well. Mr. Monomoy, with his dirt pedigree fit well in New York considering the amount of money in the Stallion Stakes races as well as winter races in Aqueduct being run solely on dirt.

State-bred programs like California, Florida, New York and Maryland all have outstanding incentive programs overall, according to Sean. And, Sean appreciates mare owner programs like those offered by Spendthrift.

“We offer a Share the Upside type program for all our freshman sires,” he pointed out. “In the regional market it is a lot harder to compete than the Kentucky market. You have to be creative to get as many good mares as you can. There are leading breeders in every state and you try to get as many mares from leading breeders as possible.” 

“Our tagline is, ‘We bring Kentucky to you,’” he added. “We have Kentucky quality pedigrees in the regional market; we try to help the regional-bred horses as much as possible in the pedigree department.”

Ontario, Canada’s province most entwined in Thoroughbred racing, sports a range of incentives to promote Thoroughbred breeding in the province. 

There are monetary bonuses allotted through the Mare Purchase Program that applies to in-foal mares with progeny of 2022 when purchased at an Ontario Racing recognized public auction. Through the Mare Recruitment Program, a breeder who brings an in-foal mare to Ontario to foal in 2022 is eligible for incentive funds, with some stipulations.

A breeder of record is eligible for several bonuses through the Thoroughbred Improvement Program, including out-of-province breeders awards. Ontario sired purse bonuses are also paid out. There are many angles to beef up breeder awards in Canada.

It would quite possibly take the entire magazine to explain each and every North American opportunity for mare owners to enhance their bottom lines. The more you dig, the more opportunities are found. And, with competition growing, there are certainly deals to be made. You won’t know until you ask. 

Are homebreds a dying breed?

Stellar Run in 2021 Classics, but the pool of owner-breeders has grown thin

By Jeff Lowe

When Charlotte Weber settled into Ocala, Fla., in 1968 to launch a breeding establishment to fuel her fledgling racing stable, the blueprint was well-established across the major players of the game. In that era when names like Phipps, Rokeby and Whitney were synonymous with racing success, homebreds were the ticket to the winner’s circle. 

Weber put a different spin on her Live Oak Stud operation with the location in central Florida, which at that point was just beginning to creep into the racing landscape. Over the last 53 years, Live Oak has been a beacon in Ocala's expansion into a self-proclaimed perch as the "Horse Capital of the World"—in some ways as a sharp contrast to the two-year-old hub that has grown up around her now 4,500-acre property. Weber has maintained her focus on a breed-to-race model and built up a rich history of success, now with key bloodlines that have been cultivated over the course of several decades. Meanwhile, around the corner, across town and at places in between, a commercial marketplace has sprung up in Ocala and reshaped much of the racing world. 

Weber and her cousin, George Strawbridge—both heirs of the Campbell Soup Co.—have charted similar courses with their individual stables. Weber's Live Oak Plantation has laid claim to more than 30 graded stakes winners; and Strawbridge's Augustin Stable has accounted for three champions, a long list of top horses in Flat racing and the sole position as the all-time leading owner in the National Steeplechase Association. 

Breeding to race has been the standard for Weber and Strawbridge. With few exceptions, they are mostly alone in pursuing that model in 2021, even if homebreds have been on a tremendous kick in American racing this season. 

"It's like a lot of things in life today: I think people in racing are chasing lightning in a bottle," Weber said. "I can't really blame them. If you can buy a horse and get to the races quickly and are lucky enough to find some success, it makes a lot of sense. I can tell you that the economics are a whole lot different than when I got started in racing; it's very expensive, and I say that as someone who is fortunate to have a cushion but tries to be sensible. 

"For me, a homebred is closer to the heart because I've watched them since they have been born—seen them as they have grown up. I have more of an understanding of the horse than if I were to go buy a yearling or a two-year-old. And with some of these families I've had for so long, that lineage becomes something special. Like Win Approval [the dam of two Breeders' Cup Mile winners, Miesque's Approval and World Approval], she sits in a paddock out by my house, and I get to watch her all the time. That's just special." 

Ironically the biggest breed-to-race operation in America these days is not that long removed from a nearly ubiquitous presence in the commercial market as a leading buyer. Sheikh Mohammed bin Rashid al Maktoum has shifted much more to the breeding game in America over the last 15 years. With the banner of his Godolphin Racing stable flying high at the moment thanks to Essential Quality, the champion two-year-old male of 2020 has kept firing as a three-year-old including a classic victory in the Belmont Stakes, a few hours after the Godolphin homebred Althiqa captured the Gr. 1 Just a Game Stakes on the same card at Belmont. 

Michael Banahan with Delightful Quality - dam of Essential Quality

"That doesn't happen very often; I don't care who you are," said Michael Banahan, the director of farm operations for Godolphin USA. "For us in the states, it had been a long while since we had a classic win—going back to Bernardini in the Preakness [2006]. They don't run many classics, and they sure are hard to win. But it's funny—depending on what happens with the Kentucky Derby with the drug positive—if Mandaloun ends up being the winner, you'll have a sweep for the homebreds with Mandaloun, Rombauer in the Preakness and Essential Quality, not to mention Malathaat winning the Kentucky Oaks. Who knows when the last time that has happened?" 

Essential Quality is a legacy horse for the Jonabell Farm wing of Godolphin's breeding footprint in the U.S. Back in 2005, when U.S. Thoroughbred auctions were regularly seeing epic bidding duels between Sheikh Mohammed and the Coolmore associates, Sheikh Mohammed's representative acquired Essential Quality's second dam, Contrive, for $3 million at the Fasig-Tipton November sale.

"It was a bit of a slow burner," said Banahan, who has worked for Sheikh Mohammed's breeding entities in Europe and America for nearly 30 years. "Contrive was a Storm Cat mare—couldn't do much better than that back then—and she was the dam of Folklore, who had just won the Breeders' Cup Juvenile Fillies. It's a family that we've liked and developed over time at Jonabell, but it was several years before we got a proper graded stakes winner out of it with Essential Quality. You have to play the long game with those. A lot of times you don't get instant gratification."

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State Incentives 2021

By Annie Lambert

Breeding Thoroughbred racehorses takes a passion for the animals and the racing industry as a whole. State incentive programs can enhance horsemen’s intense feelings toward their livestock and the efforts to direct and improve their individual breeding programs. Many states and Canadian provinces in North America have helped horsemen reap rewards for breeding better bloodstock.

In some cases, incentives have helped save or resuscitate state racing programs and bolstered racing toward increasing rewards to those supporting their state programs. It becomes a win-win for states/provinces, racetracks, breeders and owners—success for a joint venture, if you will.

Not everyone can agree with the Rules of Engagement within each state’s program, but that is human nature. As a whole, most breeders are ultimately looking to protect the value of their livestock and preserve racing in North America.

The Kentucky Brand

For all its legendary history in the Thoroughbred racing industry, Kentucky is not known to have the strongest incentive program. It does, however, still provide a home to some of the best stallions and breeding farms in the world. According to Duncan Taylor, President of Taylor Made Farm in Nicholasville, Ky., by having the best horses, his home state also has the best infrastructure.

Taylor Made’s Duncan Taylor, has bred horses outside of Kentucky to “cover the downside” when horses fit better in a different situation.

“Kentucky is blessed with the best stallions, therefore we have the best infrastructure—veterinary care, nutrition, blacksmith—all the ancillary businesses that support the Thoroughbred business,” Taylor opined. “We have a weaker program when it comes to breeder incentives. The breeding program we do have is basically paid for by the tax on stallion seasons. There’s a six-percent sales tax on stallion fees, and that money goes into the Kentucky Breeders’ Incentive Fund.”

Taylor pointed out that over time Kentucky, as most business does, has developed a brand. If a breeder aspires to be the best, it pays to go to Kentucky.

“You can breed to horses in your own state,” Taylor said, “but if you’re trying to sell the most expensive horse at the Keeneland Sale, it’s going to be a Kentucky-bred.” “Wealthy people that are buying horses think the best horses come from Kentucky.”

Taylor Made participates in several programs outside of Kentucky. They have bred and raced New York breds, for example, to “cover the downside.”

“Let’s say my horse is just an allowance-winning horse versus a graded stakes-winning horse,” he explained. “If that [New York-bred] horse is an allowance winner at Churchill Downs or even Santa Anita or Gulfstream, but they can’t win a stake or graded stake, that same horse, with the same ability, could probably win a New York-bred stake. You would probably get a $100,000 to $150,000 purse. That’s what I’m talking about—protecting the downside. You can have less horse and still earn purse money.

“I’ve bred and foaled horses in New York to get a New York-bred. If it does run good, I’m going to get some large breeder’s awards. Let’s say I have a New York-bred by our stallion Not This Time (half-brother to Liam’s Map and by Giant’s Causeway) that could win a Gr2 in New York. If you win a $300,000 purse, the winning share is $180,000. I’m going to get $18,000 for being the breeder—10 percent for being a New York-bred.”

Taylor is not planning on moving out of Kentucky, but the government in his state, in his words, “keeps opting to take the horse business for granted.” With the best stallions, Taylor feels he could cut a good deal, load the vans and move out of Kentucky tomorrow, which would not be his first choice.

Kentucky-bred Beholder, owned by B. Wayne Hughes’ Spendthrift Farm, enjoyed annual R&R on pastures in California where she earned most of her $6 million.

His frustration comes mostly from the problems Kentucky is having with their slot machine-like Historical Horse Racing gambling machines. The Historical Horse Racing machines have been a huge moneymaker for Kentucky racing as well as where used in other states. The problem comes from other states legalizing the usage of those machines through their state legislatures, where Kentucky approved them through the Kentucky Horse Racing Commission. Now, Kentucky is facing opposition for their use from opposing groups and is in the process of having legislative approval to continue their cash flow to racing.

Fortunately, Kentucky legislators did vote to approve Senate Bill 120, after clarification of what constitutes pari-mutuel wagering. The bill now goes to Governor Andy Beshear, who has expressed his support for it.

B. Wayne Hughes, owner of Spendthrift Farm, in Lexington, Ky, has said, “The breeders are the backbone of our industry.” It is hard to argue that point. Most horses bred by Spendthrift Farm go to auction, although they do keep some to race, according to General Manager Ned Toffey.

“These breeders’ incentives are very good programs,” Toffey offered. “Into Mischief had a number of Louisiana-breds when he was getting started, which was useful. We’ve also used the Pennsylvania and New York programs. Normally, if we’re going to use one of those programs, it’s because we have a stallion standing in those states. We may drop a foal by one of our first-year stallions standing here in Kentucky, then breed the mare back to our stallion standing in that state.”

Toffey mentioned they have found it tough to find the types and numbers of mares they look for in the regional programs. Current Spendthrift stallions are able to get a good, solid book of mares at home.

“If we have just the right horse for a regional program, we’re happy to utilize them, but with the horses we’ve brought in, in recent years, we’ve been able to get the numbers we felt they needed here for the most part.”

Change Concerns & Improvements

Louisiana has changed their state-bred rules beginning with foals of 2021. Babies out of resident mares, sired by Louisiana-domiciled stallions will receive full breeder awards per the schedule established by the Louisiana Thoroughbred Breeders Association Board of Directors.

Foals out of resident mares, sired by out-of-state stallions and bred back to Louisiana stallions will collect 90 percent. Foals out of Louisiana-residing mares, sired by out-of-state stallions and bred back to out-of-state stallions will receive 50 percent of full breeder awards.

Previously, breeders could send a mare to an out-of-state stallion, but that foal could not be an accredited Louisiana-bred unless the mare was bred back to a Louisiana-based stallion.

Not all Louisiana stallion owners are happy with the new schedule. Jay Adcock, owner of Red River Farm in Coushatta, La., stands multiple stallions and feels the new rules will send the better mares out of state, causing a drop in the annual foal crop in his state.

“In my opinion, the better mares in Louisiana will be going out of state now,” said Adcock, who sits on the LTBA Board. “Someone like myself and others standing stallions in the state had thought they at least had a chance at someone’s better mares every other year. I keep mares for myself and for other commercial breeders. They have already told me I have no chance of breeding those mares. It’s really going to penalize somebody with a young stallion. This is my opinion, but there’s a bunch of us that actually think that.”

“I’m a mare proponent,” Adcock added. “Yes, I want a nice stallion, but I do believe it is the mares that prove a horse.”

Adcock has concerns about the Louisiana foal crop shrinking due to the new rules. Commercial breeders sending a mare to Kentucky will most likely return that baby to the larger Kentucky market to sell. It doesn’t seem a reach to assume those auctions would bring a better price than in Louisiana.

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Conformation and breeding choices

By Judy Wardrope

A lot of factors go into the making of a good racehorse, but everything starts with the right genetic combinations, and when it comes to genetics, little is black and white. The best we can do is to increase our odds of producing or selecting a potential racehorse. Examining the functional aspects of the mare and then selecting a stallion that suits her is another tool in the breeding arsenal.

For this article we will use photos of four broodmares and analyze the mares’ conformational points with regard to performance as well as matings likely to result in good racehorses from each one. We will look at qualities we might want to cement and qualities we might hope to improve for their offspring. In addition, we will look at their produce records to see what has or has not worked in the past.

In order to provide a balance between consistency and randomness, only mares that were grey (the least common color at the sale) with three or more offspring that were likely to have had a chance to race (at least three years old) were selected. In other words, the mares were not hand-picked to prove any particular point. 

All race and produce information was taken from the sales catalogue at the time the photos were taken (November 2018) and have not been updated. 

Mare 1

Her lumbosacral gap (LS) (just in front of the high point of croup, and the equivalent of the horse’s transmission) is not ideal, but within athletic limits; however, it is an area one would hope to improve through stallion selection. One would want a stallion with proven athleticism and a history of siring good runners.

Mare 1

The rear triangle and stifle placement (just below sheath level if she were male) are those of a miler. A stallion with proven performance at between seven furlongs and a mile and an eighth would be preferable as it would be breeding like to like from a mechanical perspective rather than breeding a basketball star to a gymnast.

Her pillar of support emerges well in front of the withers for some lightness of the forehand, but just behind the heel. One would look for a stallion with the bottom of the pillar emerging into the rear quarter of the hoof for improved soundness and longevity on the track. Her base of neck is well above her point of shoulder, adding additional lightness to the forehand, and she has ample room behind her elbow to maximize the range of motion of the forequarters. Although her humerus (elbow to point of shoulder) shows the length one would expect in order to match her rear stride, one would likely select a stallion with more rise from elbow to point of shoulder in order to add more lightness to the forehand.

Her sire was a champion sprinter as well as a successful sire, and her female family was that of stakes producers. She was a stakes-placed winner at six furlongs—a full-sister to a stakes winner at a mile as well as a half-sister to another stakes-winning miler. Her race career lasted from three to five.

She had four foals that met the criteria for selection; all by distance sires of the commercial variety. Two of her foals were unplaced and two were modest winners at the track. I strongly suspect that this mare’s produce record would have proven significantly better had she been bred to stallions that were sound milers or even sprinters.

Mare 2 

Her LS placement, while not terrible, could use improvement; so one would seek a stallion that was stronger in this area and tended to pass on that trait. 

The hindquarters are those of a sprinter, with the stifle protrusion being parallel to where the bottom of the sheath would be. It is the highest of all the mares used in this comparison, and therefore would suggest a sprinter stallion for mating.

Mare 2

Her forehand shows traits for lightness and soundness: pillar emerging well in front of the withers and into the rear quarter of the hoof, a high point of shoulder plus a high base of neck. She also exhibits freedom of the elbow. These traits one would want to duplicate when making a choice of stallions.

However, her length of humerus would dictate a longer stride of the forehand than that of the hindquarters. This means that the mare would compensate by dwelling in the air on the short (rear) side, which is why she hollows her back and has developed considerable muscle on the underside of her neck. One would hope to find a stallion that was well matched fore and aft in hopes he would even out the stride of the foal.

Her sire was a graded-stakes-placed winner and sire of stakes winners, but not a leading sire. Her dam produced eight winners and three stakes winners of restricted races, including this mare and her full sister. 

She raced from three to five and had produced three foals that met the criteria for this article. One (by a classic-distance racehorse and leading sire) was a winner in Japan, one (by a stallion of distance lineage) was unplaced and one (by a sprinter sire with only two starts) was a non-graded stakes-winner. In essence, her best foal was the one that was the product of a type-to-type mating for distance, despite the mare having been bred to commercial sires in the other two instances.

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Ontario Breeding

By Alex Campbell

The Ontario breeding industry has experienced a number of twists and turns since the provincial government canceled the lucrative slots-at-racetracks program back in 2013. Prior to the cancelation of the program, the once robust industry had years where more than 1,600 mares were bred in the province, according to numbers published by The Jockey Club. In 2018, that number was down to 733.

While the cancelation of the program has impacted the majority of the province’s breeders, well-known breeding operations in Ontario have experienced success through all of the uncertainty. Sam-Son Farm won back-to-back Sovereign Awards as Canada’s top breeder in 2013 and 2014, while Frank Stronach’s Adena Springs won three straight Sovereign Awards between 2015 and 2017 when they bred two Queen’s Plate winners in that time, including Shaman Ghost in 2015 and Holy Helena in 2017. 

Along with these big operations, several other commercial breeders are also experiencing success, not only in Ontario but throughout North America and internationally as well. Ivan Dalos’ Tall Oaks Farm bred two Gr1 winners in 2018, including full brothers Channel Maker, who won the Joe Hirsch Turf Classic at Belmont Park, and Johnny Bear, who won the Gr1 Northern Dancer Turf Stakes at Woodbine for the second consecutive year. In addition, Dalos also bred Avie’s Flatter, Canada’s champion two-year-old in 2018; dam In Return, who produced Channel Maker; and Johnny Bear, which was Canada’s Outstanding Broodmare. As a result, Tall Oaks Farm won its first Sovereign Award for Outstanding Breeder in 2018 as well.

Horses bred by David Anderson’s Anderson Farms and Sean and Dorothy Fitzhenry also were big winners at last year’s Sovereign Awards. Anderson bred Queen’s Plate winner and 2018 Canadian Horse of the Year, Wonder Gadot, while Fitzhenry’s homebred, Mr Havercamp, was named champion older male and champion male turf horse. Both Anderson and Fitzhenry have also had success selling horses internationally, primarily at Keeneland. In 2017, Anderson sold Ontario-bred yearling, Sergei Prokofiev—a son of Scat Daddy—to Coolmore for $1.1 million. One of Fitzhenry’s success stories is that of Marketing Mix, who he sold for $150,000 to Glen Hill Farm at the 2009 Keeneland September Yearling Sale. Marketing Mix went on to win the Wonder Where Stakes at Woodbine as a three-year-old in 2011, and captured two Gr1 victories later on in her career in the 2012 Rodeo Drive Stakes at Santa Anita and the 2013 Gamely Stakes at Hollywood Park.

For Anderson, commercial breeding is all he’s ever known. The son of the late Canadian Horse Racing Hall of Fame inductee, Robert Anderson, David Anderson grew up around horses at his father’s farm in St. Thomas, Ontario. In the 1970s and 1980s, Anderson Farms was one of the biggest breeders and consignors in the province, breeding several graded stakes winners. In fact, in 1985, Anderson Farms was the leading consignor at both the Saratoga and Keeneland yearling sales.

“That’s what my father established years ago, and that’s what I grew up with was breeding and selling at all of the international sales,” David Anderson said. “We haven’t diverted from that philosophy in nearly 50 years. It’s what I learned growing up, and I try to buy the best quality mares that I can and breed to the best quality sires that I can.”

David Anderson (blue suit) with Peter Berringer

While Anderson closely watched his father build up the Thoroughbred side of the business, he got experience of his own breeding Standardbreds. After all, the farm’s location in Southwestern Ontario is in the heart of Standardbred racing in the province. Anderson said the Standardbred business had a number of success stories spanning more than a decade: breeding champions such as Pampered Princess, Southwind Allaire, Cabrini Hanover, and The Pres.

In 2010, Robert Anderson passed away from a heart attack, and the farm was taken over by David Anderson and his sister, Jessica Buckley, who is the current president of Woodbine Mohawk Park. Anderson went on to buy Buckley out of her share of the farm and took on full control. He also decided he wanted to focus exclusively on Thoroughbred breeding and racing.

“After my Dad died I decided I wanted to jump back into the Thoroughbreds,” he said. “I sold all the Standardbreds and put everything I had back into Thoroughbreds. I came full circle back to my roots, and this is where I really love it.”

It’s been a long-term project for Anderson to get the farm to where it is today. After taking control of the farm, Anderson sold off all of his father’s mares—with the exception of one—and began to build the business back up. Anderson said his broodmare band currently sits between 25 and 30, which is where he wants to keep it.

Fitzhenry, on the other hand, took a much different path to his current standing in the Thoroughbred breeding industry. Fitzhenry said his start in Thoroughbred racing came through a horse owned by friends Debbie and Dennis Brown. Fitzhenry and his wife, Dorothy, would follow the Brown’s horse, No Comprende, who won seven of his 30 starts in his career, including the Gr3 Woodbine Slots Cup Handicap in 2003.

The Fitzhenrys decided they wanted to get involved in ownership themselves and partnered with the Browns on a couple of horses. The more Fitzhenry got involved, the more the breeding industry appealed to him.

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Pedigree vs Conformation

By Judy Wardrope

What are the factors people consider when assessing a potential racehorse? In part, it depends on their intentions. Different choices may be made if the horse or offspring is intended for their own use or how the horse or offspring might sell.

And when a horse gets to the track, what factors help a trainer decide on a particular distance or surface to try? Most of the trainers I interviewed say that they usually look at who the sire is when trying to determine distance and/or surface preferences.

Trainer Mark Frostad said, “I look at the pedigree more than the individual regarding distance and surface.” 

Richard Mandella says that his determining factors are “conformation, style of action, pedigree and the old standby, trial and error.”

Roger Attfield says, “It is extremely hard to tell turf versus dirt. I’ve watched horses all my life and I’ve tried to figure it out. I can tell when I start breezing them. I had a half-sister [to Perfect Soul], who was stakes-placed, and she couldn’t handle the turf one iota. I had the full brother…also turf. Approval could win on the dirt, but as soon as he stepped on the turf, he was dynamite.”

What about when planning a potential breeding for a mare or a stallion? Is conformation more important than pedigree? Or does pedigree have more influence than conformation? How much of a role does marketing play in the selections?  

Although ancestry and conformation do go together, the correlation is complicated. For example, top basketball players tend not to come from families of short people, but most NBA stars do not have siblings who are star players. The rule holds for other athletes, including gymnasts. But what would you get if you crossed a basketball player with a gymnast? 

Pedigree is not an absolute despite what marketing campaigns may lead you to believe. Look at human families—maybe even your own. Are you built like all of your siblings, do you all have the same talents? And what about your cousins? Are you all built alike and of equal talent? 

When it comes to Thoroughbred horses, you will find that only the very top sires boast a percentage of stakes winners nearing 15%. If one assumes that a stakes winner is the goal of most breeders, then that would indicate at least an 85% failure rate.

When breeding horses or selecting potential racehorses, the cross might look good on paper or in our imaginations, but what are the odds that the offspring would be able to perform to expectations if it was not built to be a success at the track? Looking at the big picture, one has to wonder what we are doing to the gene pool if we only breed for marketability.

To get a better understanding, let’s look at four horses. Three of our sample horses have strong catalog pages, but did they run according to their pedigrees or according to the mechanics of their construction? Furthermore, did the horse with the humdrum catalog page have a humdrum racing career?

Ocean Colors

PEDIGREE 

She is by Orientate, a campion sprinter of $1,716,950 (including a win in the Breeders' Cup Sprint [Gr1], who sired numerous stakes horses and was the broodmare sire of champions. 

Her dam, Winning Colors, earned $1,526,837, was the champion three-year-old filly and beat the boys in the Kentucky Derby [Gr1] and the Santa Anita Derby [Gr1]. She was a proven classic-distance racehorse. 

Winning Colors was the dam of 10 registered foals, 9 to race, 6 winners, including Ocean Colors and Golden Colors (a stakes-placed winner in Japan, who produced Cheerful Smile, a stakes winner of $1,878,158 in North America), and she is ancestor to other black-type runners.

CONFORMATION

Her lumbosacral gap (LS), which is just in front of the high point of croup and functions like the horse's transmission, is considerably rearward of ideal. This constitutes a significant difference when compared to either of her athletic parents. 

The rear triangle is equal on the ilium side (point of hip to point of buttock) and femur side (point of buttock to stifle protrusion), and her stifle is well below where the bottom of the sheath would be if she were male. In essence these would contribute to the long, ground-covering stride seen in distance horses like her dam.

Her pillar of support (a line extending through the natural groove in her forearm) emerges well in front of her withers for some lightness to the forehand and into the rear quarter of the hoof for added soundness.

Her base of neck is neither high nor low when compared to her point of shoulder, meaning that placement neither added nor subtracted weight on the forehand.

Because her humerus (elbow to point of shoulder) is not as long as one would expect for a range of motion that would match that of her hindquarters, she likely resembles her sprinter lines in this area. Although I never saw her race, I strongly suspect that her gait was not smooth. In order to compensate for a shorter stride in the front than in the back, she probably wanted to suspend the forehand while her hindquarters went through the full range of motion. Unfortunately, she is not strong enough in the LS to effectively use that method of compensating.

RECORDS

Her race record shows her as a stakes-placed mare and winner of $127,093 but closer examination shows that the stakes race was not graded with a small purse and that her three wins, two seconds and three thirds were not in top company.

While valuable on paper as a broodmare, and despite being mated to some top stallions early in her breeding career, she failed to produce a quality racehorse. Naturally her value dropped significantly until she sold in November 2018 for $20,000 in foal to Anchor Down.

Sequoyah

PEDIGREE

His sire, A.P. Indy earned $2,979,815, won the Breeders’ Cup Classic and the Belmont Stakes plus was the Eclipse Champion three-year-old and Horse of the Year. He was also a top sire of stakes horses as well as a noted sire of sires.

 His dam, Chilukki, earned more than $1.2 million, was the Eclipse Champion two-year-old filly, was second in the Breeders’ Cup Juvenile Fillies, and set track records at Churchill Downs for both 4.5 furlongs and a mile. Her sire won the Breeders’ Cup Sprint and equaled a track record for 7 furlongs. 

CONFORMATION

His LS is 1.5” (by actual palpation) rearward of ideal and just at the outer limits of the athletic range.

His rear triangle is slightly shorter on the femur side (point of hip to stifle protrusion), which not only decreases the range of motion of the rear leg by changing the stride’s ellipse, but it adds stress to the hind leg from hock down.

The stifle placement (well below sheath level) would indicate a preference for distances around 10 furlongs (similar to his sire’s), except for the short femur.

His pillar of support does emerge in front of the withers, but the bottom of the line emerges behind the heel, making him susceptible to injury to the suspensory apparatus of the foreleg (tendons and ligaments).

His humerus is of medium length and is moderately angled and would represent a range of motion that would match the hindquarters. However, the tightness of his elbow (note the circled muscling over the elbow) would likely prevent him from using the full range of motion. He would stop the motion before the elbow contacted his ribs; thus, the development of that particular muscle as a brake and a reduction in stride length. His base of neck was well above point of shoulder, which adds some lightness to his forehand.

RECORDS

He was injured in his only start and had zero earnings. He did go to stud based on his pedigree, but was not a success. He sired one stakes winner of note, a gelding out of a stakes-winning Smart Strike daughter, who won at distances from 7 to 9 furlongs.

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Determining distance preferences

By Judy Wardrope

If we watch an international athletic track meet, we can easily discern structural differences in the athletes for various events. The body proportions differ (e.g., the shot putter has a much lower center of gravity than the high jumper). And, as we get more specific, we can even see that the sprinters differ from the middle-distance runners, who also differ from the long-distance runners. This is especially true at the upper level of sport. While all are built efficiently for their particular distance, those efficiencies differ from distance to distance.

We would not expect a marathon runner to win a sprint at the Olympics, would we? Why not? Likely because that marathon runner would be at a mechanical disadvantage for short distances no matter how athletic or how fit he or she was. Like humans, horses are best at the distances in which they are mechanically efficient. The more fitness a horse has, the better it will do, but horses, like humans, are always best at the distance that suits their underlying structure.

In this article we will look at horses that are built to run classic distances, horses that are built to be milers and horses that are built to sprint. We will not only examine them for distance preferences based on structure, we will also look at points for athleticism and soundness because those are also important factors in being a superior racehorse.

Justify

Although only started six times—all as a three-year-old—he was undefeated, earned $3,798,000 and won the Triple Crown. Many race fans were looking forward to him running in the Breeders’ Cup Classic, but that was not to be.

The 16.3+ hand stallion was photographed in November 2018 at Ashford Stud in Kentucky, where I was told that the injury that halted his race career was to his right hind fetlock.

He is an imposing figure, and it is obvious that he is built to specialize in classic distance races. His lumbosacral (LS) gap, which is just in front of the high point of croup, is bisected by a line drawn from the top of one hip to the top of the other. This means he was able to transfer his power upward and forward without undue strain on his back. In other words, he is strongly coupled or had a good transmission, which is a definite factor for athleticism.

The rear triangle is of equal length on the ilium side (from top of hip to point of buttock) and the femur side (point of buttock to stifle protrusion), meaning that his rear spring matched and did not impede the natural range of motion of the hind leg. And what gave him such a great range of motion? A stifle protrusion that is well below sheath level. His hind leg was capable of reaching well under him and extending well back through the natural range of motion, providing a ground-covering stride.

A line extend up and down through the naturally occurring groove in his forearm (a.k.a. the pillar of support) emerges well in front of his withers—a factor for lightness of the forehand—and into the rear quarter of his hoof—a factor for soundness.

Considering that all parts from the top of the scapula to the knee function as one apparatus, we can see that when the top of his scapula rotates back, his point of shoulder rises, his elbow comes forward and his forearm follows, giving him excellent reach through the forequarters. This means that both his hindquarters and his forequarters had matching ranges of motion. That equates with efficiency of stride.

The rise of the humerus from elbow to point of shoulder gave him another factor for lightness of the forehand, and a base of neck well above the resulting high point of shoulder added yet another factor for lightness.

From a structural perspective, he was designed to excel at classic distances and stay relatively sound. My only knock against him, and it is a purely personal one based on observation regarding longevity, is that I tend to avoid horses whose fetlocks have a roundish appearance.

California Chrome

He won the first two legs of the Triple Crown among other Gr1 wins and was third in the Breeders’ Cup Classic at three. He was second in the Dubai World Cup (Gr1) at four and won it at five, then was second in the Breeders’ Cup Classic that same year. His racing career ended after a lone start at six. His totals: 27 starts, 16 wins and $14,752,650 in earnings.

He was photographed at Santa Anita Park the day after the 2016 Classic as he was preparing to ship out, which is why his legs are wrapped.

Although most people may not see California Chrome as resembling Justify, when we examine the underlying structure, we find that the two horses are remarkably similar.

Both have an LS gap that is in line from hip to hip, both are equal on the ilium and femur sides of the rear triangle, both have similar stifle placement (classic distance), both have a pillar of support that goes with lightness and soundness, and both have a humerus of similar length as well as a base of neck well above the point of shoulder. There is a slight difference in the rise of the humerus, with Justify having a steeper rise from elbow to point of shoulder.

I Want Revenge

He won the Gotham Stakes (Gr3) by 8 ½ lengths in record time plus the Wood Memorial (Gr1) as a three-year-old and was angled towards the Kentucky Derby, where he was the morning-line favorite; but injury to the right front fetlock forced him out of work for over a year. His final start, as a six-year-old, was in an ungraded stakes race that saw him finish second. His best races were at distances just over a mile, and he earned $928,000 from 14 starts.

He was photographed at the Keeneland Sale in November 2018, shortly before his untimely death due to a virus.

His LS placement provided him with strength and athleticism, and like the previous two horses, he displayed equal length in the ilium and femur sides of the rear triangle. However, his stifle protrusion is not as low as either of the classic winners. The level is just below the bottom of his sheath, which equates with a slightly shorter range of motion and a slightly quicker stride rate.

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PHBA - Mick Ruis and his secret stallions

By Emily Shields

Long-time horseman Mick Ruis was not only born and raised in California, but he also has homes there. He originally planned on having his broodmares and stallions there, too, but the lure of the Pennsylvania breeding program was too strong.

“When I found out about the program, it was a no brainer,” Ruis said. “I had to make a decision, and the decision was that I wanted to be a Pennsylvania breeder.”

What makes the program so appealing?

“The incentives they give make it a clear choice, business-wise,” Ruis explained. “And there are three tracks in the state and another seven or eight nearby you can run at. It made sense to spend more time on the East Coast.”

One of Ruis’ first Pennsylvania experiences came with The Critical Way, a PA-bred by Tizway bred by Blackstone Farm. In 2017, The Critical Way won the $100,000 Danzig Stakes in just his second start, shipping in from Santa Anita to score. “That’s what started me on it,” Ruis said. “There’s a lot of good races where you can make good money for a Pennsylvania-bred. I’m excited about that.”

Blackstone Farm, an operation shared by partners Christian Black, Mark Weissman, and Douglas Black, recently had a banner runner with Pennsylvania-bred Tom’s Ready, a millionaire who retired after the 2017 season. Blackstone sold him for $145,000 as a yearling. The farm is going to be an important part of Ruis’ expansion into the Keystone State. Ruis shipped 18 mares into the Pine Grove outfit, as well as two young stallions. Eleven of the mares were bred in California and will foal in Pennsylvania this spring.

And with the two stallions, War Envoy and Saburo, Ruis has much to anticipate.

War Envoy, by War Front – La Conseillante, by Elusive Quality, is royally bred. His dam was a stakes winner in France; she went on to produce a $750,000 yearling in Falaise—now an unraced sophomore—a $300,000 broodmare in Beychevelle, and a $150,000 juvenile in Kate’s Winnie. War Envoy himself won twice in 26 starts but earned $494,781 racing against some of the best of his generation. He started his career in England and Ireland, placing in multiple graded stakes, then came to America for the 2014 Breeders’ Cup Juvenile Turf (Gr1) at Santa Anita. War Envoy actually went favored that day, but finished well back.

After returning to Europe, War Envoy won a handicap at Ascot before moving to the United States permanently in 2015. He contested the Sandy Lane Barbados Gold Cup (Gr1) in Barbados and finished third, then later was one of the runners in the inaugural Pegasus World Cup Invitational (Gr1). War Envoy was retired in 2017 with 10 top three finishes to his name.

Saburo, a $600,000 juvenile, is by Medaglia d’Oro and out of the stakes placed Lemon Drop Kid mare Kid Majic. She produced 2015 Sovereign Award Champion Older Mare and Champion Female Sprinter Miss Mischief, a graded stakes winner of over half a million dollars. Second dam Call Her Magic, by Caller I.D., won eight of 14 starts, including two stakes races. She is also the dam of J P’s Gusto, a lightning-fast juvenile who won the Del Mar Futurity (Gr1) and $811,760. He ultimately sired Puerto Rican Gr1 winner Remember Willy and dual stakes placed Epic Journey.

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