2013 Q1 - Investment Letter (DirecTV)

2013 Q1 - Investment Letter (DirecTV)

This year, the S&P 500 Index has come out of the starting blocks with gusto, returning 10.61% in the first quarter. Normally, we would anticipate lagging the broader market in such a frothy environment; however, much to our pleasant surprise, our strategies have virtually kept pace.  The Concentrated with Option Enhancement separate account strategy returned …

2012 Q3 - Investment Letter (AON)

2012 Q3 - Investment Letter (AON)

We’d like to begin by announcing the exciting new addition of Elliott Savage to our firm. Elliott has over a decade of experience in managing portfolios. Prior to YCG, Elliott was a Senior Analyst who worked directly with the founding partner at Highside Capital Management, a multi-billion dollar long/short equity hedge fund located in Dallas, …