Investor Information
YCM is committed to placing our investors first in everything we do because they matter. We understand the sacred trust that our clients place in us when they assign their assets to our care. That is why every portfolio we manage receives personal attention.
YCM strives to set the industry standard in terms of transparency into our investment process and clear communication of the risk as well as the returns of our strategies.
Managed
Accounts
Yorkville's strategies are offered in separately managed accounts. This structure offers our clients the following benefits:
- security - assets are held in the client's name;
- safety - transfers must be authorized by the client;
- liquidity - funds can be transferred or withdrawn by a client at any time;
- collateral - assets can be used as collateral; and
- transparency - on-line access to your account(s) allows the client to see holdings and observe gains and losses in real time.
Reporting
Yorkville clients receive a monthly brokerage statement prepared by Fidelity or a brokerage firm selected by the client. Yorkville prepares Quarterly Performance Appraisals that provide a detailed analysis of portfolio performance broken down by asset class, sector and ultimately individual holdings.
Receive Account Opening Documents
Conference Calls
Yorkville Capital hosts a monthly conference call open to all of its existing clients. The call is designed to keep lines of communication open and clients are encouraged to participate by asking questions. We use the call as an opportunity to review performance, discuss investment activity, cover market-moving events and explain our investment outlook and strategy.
Investors' Updates
YCM publishes a quarterly Investors' Update for its existing clients. This comprehensive quarterly review includes our current outlook, a performance review, and the investment strategy to be pursued in the immediate future. We also analyze major markets moves and the reasons behind them and the share with you the economic data, news and events worth knowing. Our Updates are designed to give our clients a good understanding of what is going on in their portfolio and what is moving markets around the world.
Read Our Latest Investor's Update
Press Releases
Yorkville periodically produces press releases when we find ourselves part of significant newsworthy events.
Read Our Latest Press Release
Manager Access
As a Yorkville client, you have direct access to your portfolio manager. It is important to us that you understand how your assets are being managed and we know that direct open communication in all market conditions is the best way to accomplish this. We are confident that the more you understand our thought process the more comfortable you will be with our investment decisions. Unrestricted access to the experienced decision makers managing your account is one of many benefits of investing with Yorkville Capital Management.
Receive Our Quarterly Updates
Be Invited To Our Conference Calls
