YCG seeks to achieve high risk-adjusted returns using a concentrated, long-term approach. They search for securities that are trading at prices they believe will produce attractive long-term compound annualized returns with reasonable investment risk. Generally, they gravitate towards high quality businesses that are low in capital intensity and cyclicality and that are managed with shareholders in mind.
YCG Concentrated Composite
YCG seeks to produce absolute returns through its selection of stocks that its value-style analysis indicates are priced below their intrinsic values. Typical candidates include businesses that are less cyclical, less capital intensive and are growing their intrinsic value. The goal is to be fully invested in stocks, with accounts typically holding 15 to 30 stock positions. As a result, YCG does not move to cash in a down market and is not limited to any particular company size or industry, so it has the flexibility to invest in virtually any sector, industry or market cap.
The strategy fact sheet, which includes important information and disclosures, is available on request from your HWM Advisor.
View our YCG webinar
Will Kruger and Elliott Savage of YCG Investments discuss the YCG Concentrated Composite Strategy and how the program is managed.