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 MARCH 31, 2023. net of fees.
Inception date JUN 30, 2008
Key characteristics as of March 31, 2023
compared to the S&P 500 Index Total return
number of holdings: 35
BETA: 0.95
standard deviation: 16.52% vs. 16.20%
downside deviation: 10.70% vs. 10.88%
sharpe ratio: 0.76 vs. 0.64
To download the GIPS compliant performance presentation pdf, click here.
YCG Concentrated Strategy Composite
performance as of March 31, 2023. net of fees.
Inception date Nov 1, 2008
Key characteristics as of March 31, 2023
compared to the S&P 500 Index Total return
number of holdings: 36
BETA: 0.94
standard deviation: 15.58% vs. 15.47%
downside deviation: 9.25% vs. 9.80%
sharpe ratio: 0.94 vs. 0.82
To download the GIPS compliant performance presentation pdf, click here.
YCG Ultra-Concentrated Strategy Composite
performance as of March 31, 2023. net of fees.
inception date nov 01, 2008
Key characteristics as of March 31, 2023
compared to the S&P 500 Index Total return
number of holdings: 19
BETA: 0.98
standard deviation: 16.53% vs. 15.47%
downside deviation: 9.45% vs. 9.80%
sharpe ratio: 0.98 vs. 0.82
To download the GIPS compliant performance presentation pdf, click here.
The Spaulding Group conducted our verification.