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2020 Q2 Investment Letter - (Compass Principles)

June 30, 2020in Investment Letters0by YCG Team

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2020 Q2 Investment Letter - (Compass Principles)

The S&P 500 Index returned 20.54% and the S&P Global Broad Market Index returned 19.95% in the quarter ended June 30, 2020.1 In many of our past letters, we’ve picked a specific company and written a deep dive on it, with the hope that you’ll better understand one of the businesses that you own as …

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September 30, 2018in Investment Letters0by YCG Team

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2018 Q3 - Investment Letter (Copart)

The S&P 500 Index returned 7.71% in the quarter ended September 30, 2018.[1] In our previous quarterly letter, we discussed our investment process, which essentially consists of two parts. First, we narrow the investment universe down to businesses we feel confident possess enduring pricing power and significant volume growth opportunities. Second, we attempt to construct …

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2017 Q1 - Investment Letter (Estee Lauder)

March 31, 2017in Investment Letters0by YCG Team

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2017 Q1 - Investment Letter (Estee Lauder)

During the first quarter, the S&P 500 index posted a 6.07% return, adding three more months and substantial additional gains to what is already one of the longest and most profitable bull markets in history.[1],[2] Since bottoming roughly eight years ago at 666, the S&P 500 has, almost without interruption, climbed to 2,363, a stellar …

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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, 2014in Investment Letters0by YCG Team

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2014 Q1 - Investment Letter (Coca-Cola)

The bull market which began in March 2009 is now officially 5 years old. The first quarter began with investors concerned about slowing growth in emerging markets and the effects of the Fed slowing down the easy monetary policy. After taking a breather from last year and dropping nearly 6%, the S&P 500 rebounded to …

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