Performance
YCG® has a history of exceptional, market beating performance accompanied by favorable risk statistics. our flagship separate account strategy is our Concentrated Strategy. This strategy has a Global Equity approach which seeks to invest in global champions with enduring pricing power and long-term volume growth opportunities.
YCG® Concentrated Strategy Composite
performance as of September 30, 2024. net of fees.
Inception date Nov 1, 2008
Key characteristics as of September 30, 2024
compared to the S&P 500 Index Total return
number of holdings: 33
BETA: 0.94
standard deviation: 15.25% vs. 15.22%
downside deviation: 8.98% vs. 9.48%
sharpe ratio: 0.97 vs. 0.92
Past performance is not a guarantee of future results. Composite results reflect the reinvestment of dividends, capital gains and other earnings when appropriate. Net returns are calculated by reducing the composite gross returns using a model management fee rate of 1.25%, and transaction costs. Some portfolios in the composite pay zero commissions on trading. Prior to October 31, 2022, actual fees were used in calculating net returns. All net returns were changed retroactively to reflect the highest fee in the composite fee schedule.
To download the GIPS compliant performance presentation pdf, click here.
The Spaulding Group conducted our verification.