2013 – YCG Investments

2013 Q4 - Investment Letter (Bell-Curve Analysis)

December 31, 2013in Investment Letters0by YCG Team

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2013 Q4 - Investment Letter (Bell-Curve Analysis)

After a blistering fourth quarter rally in which the S&P 500 index rose 10.5%, the index finished strong for the year, up 32.4%1. We are quite happy with your portfolio’s results over this time period as they are largely representative of what we would anticipate during bullish time periods such as the one we are …

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2013 Q3 - Investment Letter (Procter & Gamble)

September 30, 2013in Investment Letters0by YCG Team

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2013 Q3 - Investment Letter (Procter & Gamble)

Once again, the market continued rising during the third quarter, albeit with a little turbulence along the way. The S&P 500 Index was up 5.2% for the quarter and 19.8% year-to-date1. Most of that turbulence continues to be tightly linked to Federal Reserve taper policy and drama in Washington regarding the U.S. debt ceiling. The …

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June 30, 2013in Investment Letters0by YCG Team

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2013 Q2 - Investment Letter (Oracle)

During the second quarter, the market continued soaring forward, albeit with a little turbulence along the way. Most of this turbulence came as a result of the Fed hinting at “tapering” their bond-buying program. Monetary stimulus has been akin to shocking a dead frog. There’s no question administering these shocks has caused the economy to …

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March 31, 2013in Investment Letters0by YCG Team

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2013 Q1 - Investment Letter (DirecTV)

This year, the S&P 500 Index has come out of the starting blocks with gusto, returning 10.61% in the first quarter. Normally, we would anticipate lagging the broader market in such a frothy environment; however, much to our pleasant surprise, our strategies have virtually kept pace. The Concentrated with Option Enhancement separate account strategy returned …

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