The Y H & C Investments Concentrated GARP Model is a Separately Managed Account. It is not a mutual fund, but a model. The model can be invested in at Interactive Advisors by opening an account- click the following link- Interactive Advisors for that page. It will provide return and performance information for the last 10 years. The top ten holdings are provided on this page and you can see it has higher concentration percentages in the top holdings.
The minimum level of investment for the model is $500.00 and the fee to invest is 1.5% yearly, billed every three months. The fee is split between Y H & C Investments and Interactive Advisors. The model is a nice alternative for investors who want to be able to invest with Y H & C Investments, but don’t meet the $50,000.00 minimum threshold.
If you have a more complex investment situation and are looking for customized asset management services, we offer a free consultation so we can be of assistance. Thanks so much.
| Y H & C Investments
Concentrated GARP Portfolio Holdings (as of September 1, 2023) |
Please note: All return calculations are not GIPS compliant and not audited.
They are time-weighted. |
Position |
The top 3 positions make up 72.20 % of the portfolio. |
| 1. ProAssurance (PRA) | The top 5 positions make up 84.98% of the portfolio |
| 2. Cass Information Systems (CASS) | The top 10 positions make up 98.50% of the portfolio |
| 3. Rogers Communications (RCI) | Cash makes up 2.38% of the portfolio. |
| YTD the total portfolio return is -2.68% | |
| 4. CVS Health (CVS) | The August 2023 monthly return was +.47% |
| 5. Telefonica Brazil (VIV) | The 2nd Qtr 2023 return is -10.15% |
| The 2022 yearly return is -19.60% | |
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