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

Chart by Visualizer

YCG Concentrated Composite Strategy
S&P 500 Index
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.