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 October 30, 2022)
|Please note: All return calculations are not GIPS compliant and not audited. |
They are time-weighted.
|The top 3 positions make up 75.42 % of the portfolio|
|1. ProAssurance (PRA)|
|The top 5 positions make up 87.77% of the portfolio|
|2. CVS Health (CVS)|
|The top 10 positions make up 98.66% of the portfolio|
|3. Cass Information Systems (CASS)||Cash makes up 1.57% of the portfolio.|
|The year-to-date 2022 return is -20.80%|
|4. Rogers Communications (RCI)||The September 2022 monthly return was -10.20%|
|The 3rd Qtr 2022 return is -14.8%|
|5. Telefonica Brazil (VIV)||2022 yearly performance is -10.10%|
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