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 June 30, 2023. net of fees.
Inception date Nov 1, 2008
Key characteristics as of June 30, 2023
compared to the S&P 500 Index Total return
number of holdings: 35
BETA: 0.94
standard deviation: 15.53% vs. 15.41%
downside deviation: 9.17% vs. 9.71%
sharpe ratio: 0.96 vs. 0.85
To download the GIPS compliant performance presentation pdf, click here.
The Spaulding Group conducted our verification.