YCG seeks to achieve high risk-adjusted returns using a concentrated, long-term approach. We search for securities that are trading at prices that we believe will produce attractive long-term compound annualized returns with reasonable investment risk. Generally, we gravitate towards high quality businesses that are low in capital intensity and cyclicality and that are managed with shareholders in mind.
More detailed information can be found under Philosophy.
We implement this philosophy through two different strategies which vary in concentration:
- Ultra-concentrated (approximately 5-15 holdings)
- Concentrated (approximately 15-50 holdings)
In addition to concentration, we offer our clients the ability to enhance returns through our option enhancement component.
Option enhancement is a strategy component that seeks to generate additional income through the selling of covered calls and can help create a margin of safety through the selling of cash secured puts.
Together, the client and our advisors will help every individual or entity determine which strategy to adopt. More information about our strategies can be found under Performance.