2013 Q2 - Investment Letter (Oracle)

2013 Q2 - Investment Letter (Oracle)

During the second quarter, the market continued soaring forward, albeit with a little turbulence along the way. Most of this turbulence came as a result of the Fed hinting at “tapering” their bond-buying program. Monetary stimulus has been akin to shocking a dead frog. There’s no question administering these shocks has caused the economy to …

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, …