Performance

Performance

YCG has a history of exceptional, market beating performance accompanied by favorable risk statistics. Three separate account strategies are offered: Concentrated with Option Enhancement Strategy, Concentrated Strategy, and Ultra-Concentrated Strategy. All three strategies are a Global Equity approach which seeks to invest in global champions with enduring pricing power and long-term volume growth opportunities. The differences between the three strategies are simply the option overlay and the number of stocks in the portfolio. 

YCG Concentrated with Option Enhancement Strategy Composite

performance as of SEP 30, 2019. net of fees.
Inception date JUN 30, 2008
YCG Concentrated Composite with Option Enhancement Strategy

S&P 500 Index

Key characteristics as of SEP 30, 2019
compared to the S&P 500 Index Total return
number of holdings: 30
BETA: 0.89
standard deviation: 14.54% vs. 14.91%
downside deviation: 9.90% vs. 10.52%
sharpe ratio: 0.60 vs. 0.48

To download the GIPS compliant performance presentation pdf, click here.

YCG Concentrated Strategy Composite

performance as of SEP 30, 2019. net of fees.
Inception date Nov 30, 2008
YCG Concentrated Composite Strategy

S&P 500 Index

Key characteristics as of SEP 30, 2019
compared to the S&P 500 Index Total return
number of holdings: 29
BETA: 0.85
standard deviation: 12.71% vs. 13.80%
downside deviation: 7.40% vs. 8.92%
sharpe ratio: 0.91 vs. 0.74

To download the GIPS compliant performance presentation pdf, click here​.

YCG Ultra-Concentrated Strategy Composite

performance as of SEP 30, 2019. net of fees.
inception date nov 30, 2008
YCG Ultra-Concentrated Composite Strategy

S&P 500 Index

Key characteristics as of SEP 30, 2019
compared to the S&P 500 Index Total return
number of holdings: 16
BETA: 0.88
standard deviation: 13.59% vs. 13.80%
downside deviation: 7.59% vs. 8.92%
sharpe ratio: 0.95 vs. 0.74

To download the GIPS compliant performance presentation pdf, click here.

The Spaulding Group conducted our verification.