2011 – YCG Investments

2011 Q4 - Investment Letter (Corning & CR Bard)

December 31, 2011in Investment Letters0by YCG Team

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2011 Q4 - Investment Letter (Corning & CR Bard)

2011 saw political revolts in Egypt and the Middle East, a tsunami in Japan, commodity prices spiking, housing prices double-dipping, stubbornly high unemployment, a Greece bail-out, a U.S. debt downgrade, an ongoing sovereign debt crisis in Europe, and signs of slowing in China. After such a rollercoaster year, we were surprised to notice the S&P …

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September 30, 2011in Investment Letters0by YCG Team

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2011 Q3 - Investment Letter (HP & BNY)

Wild swings in stock prices made last quarter reminiscent of late 2008 and early 2009, with volatility that would make even seasoned mariners nauseous. Even so-called safe havens, such as gold and the Swiss franc, dropped towards the end of the quarter. It all began with talks of a U.S. default during a debt ceiling …

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June 30, 2011in Investment Letters0by YCG Team

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2011 Q2 - Investment Letter (Cisco)

Over the past quarter, the S&P 500 was essentially flat with a 0.1% gain, whereas YCG returns averaged 2.12% across composites. We are also pleased to report that this quarter marks 3 years since the inception of our concentrated composite with option enhancement. Over that time frame, the composite returned 12.82% annually versus 3.33% for …

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2011 Q1 - Investment Letter (Debt, ABT, NWSA, SYY)

March 31, 2011in Investment Letters0by YCG Team

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2011 Q1 - Investment Letter (Debt, ABT, NWSA, SYY)

The S&P 500 continued its upward momentum with a 6.9% increase in the first quarter of 2011. Stocks in general have had the best first quarter in 13 years. Comparatively, YCG returns averaged 4.95% across composites in the first quarter. However, it has not been an easy ride. The market stumbled at times due to …

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