global investing – YCG Investments

2019 Q4 - Investment Letter (Rising Global Wealth)

December 31, 2019in Investment Letters0by YCG Team

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2019 Q4 - Investment Letter (Rising Global Wealth)

The S&P 500 Index returned 9.07% and the S&P Global Broad Market Index returned 9.14% in the quarter ended December 31, 2019.[1] As of this writing, the decade of the 2010s is history. And what a decade it was for stock market investors! During the 2010s, the S&P 500 generated an exceptional 13.56% per year …

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2019 Q1 - Investment Letter (Our Investment Strategy)

March 31, 2019in Investment Letters0by YCG Team

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2019 Q1 - Investment Letter (Our Investment Strategy)

The S&P 500 Index returned 13.65% in the quarter ended March 31, 2019.[1] In our last letter, we noted the 13.52% decline in the S&P 500 that occurred during the fourth quarter of 2018. We then discussed the pain and discomfort many people experience as a result of these types of declines. As an antidote …

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2016 Q4 - Investment Letter (Narrative Fallacy)

December 31, 2016in Investment Letters0by YCG Team

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2016 Q4 - Investment Letter (Narrative Fallacy)

To the surprise of most market prognosticators, who predicted major declines in a Trump win, the S&P 500 continued its upward march with a 3.82% gain during the fourth quarter.[1] Recognizing the deep complexity of geopolitical, economic, and market forces, we remained agnostic about election-driven market movements. Instead, we focused, as always, on deep fundamental …

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June 30, 2016in Investment Letters0by YCG Team

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2016 Q2 - Investment Letter (Nike)

Only halfway through the year and what a perplexing ride this has been! Only a few short months ago, we were writing about the markets plunging 10% over anxiety of a Chinese devaluation, only to then rebound shortly thereafter. In even quicker fashion, markets apparently discounted the odds of Britain leaving the European Union (EU) …

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December 31, 2015in Investment Letters0by YCG Team

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2015 Q4 - Investment Letter (Richemont)

The S&P 500 index finished 2015 on a strong note with a 7.04% gain in the fourth quarter.[1] This late surge enabled the index to eke out a positive 1.38% total return for the year, marking the seventh consecutive year of positive returns since the crash of 2008. The year 2016 may put an end …

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March 31, 2012in Investment Letters0by YCG Team

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2012 Q1 - Investment Letter (Tesco)

The stock market put on quite the show, with the S&P 500 climbing a staggering 12.6% – the best first quarter showing since 1998. Many forecasters’ year-end targets have already been surpassed or are very close to being met, yet the rise in equity prices was not nearly as broad as one might think. Approximately …

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