Y H & C Investments Profile Picture
Manager Disclosure Document

Y H & C Investments

Investment Adviser

Investment portfolio

Y H & C Investments Concentrated GARP

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
0.61

365 days

Manager performance
-0.01118,-0.00488,0.01331,-0.01016,0.01735,0.00004,0.03765,0.00260,0.00030,-0.00166,-0.02773,0.01892,0.01257,0.00839,0.00168,0.00438,-0.01140,0.00654,-0.00627,0.01176,-0.00317,-0.00866,0.01678,0.00087,0.00294,-0.02088,0.00893,0.00272,0.02089,-0.00631,0.00796,-0.00827,0.00351,-0.01102,-0.01473,0.01433,0.01445,0.00276,-0.01294,-0.01367,0.01005,-0.01230,0.01027,0.01342,-0.00972,-0.03450,-0.00240,-0.00412,0.00854,-0.00035,0.01140,-0.00227,0.03006,-0.00692,0.00065,0.01430,0.00812,0.00186,-0.00341,0.01617,0.01654,0.00154,-0.00521,0.00565,0.00964,0.00067,-0.00779,0.01173,-0.00258,0.00767,-0.01240,-0.00543,0.00038,0.00310,0.01468,-0.00675,0.00246,-0.00828,0.00457,0.00032,0.00477,0.00220,0.00027,-0.00509,-0.01334,-0.00933,-0.00281,0.00804,-0.00989,0.00489,-0.00499,-0.00087,-0.02557,-0.00382,0.00375,-0.01733,0.00949,-0.00007,0.00674,0.00525,0.01577,0.00764,0.00621,-0.00169,0.00011,0.00709,0.00865,0.01364,0.00228,-0.00311,-0.00741,0.00761,-0.00929,0.00107,-0.01070,-0.00620,0.00998,-0.00435,-0.01370,0.00497,-0.01012,-0.02122,-0.00115,0.03063,0.01360,-0.00160,-0.01119,0.00875,-0.00431,0.01117,-0.00147,0.00661,-0.00599,0.03831,-0.00120,0.00054,0.01747,-0.00698,0.00083,0.01493,0.01291,0.00264,-0.00937,-0.01484,0.01889,0.00379,-0.00455,0.01094,0.00027,0.01096,-0.00475,-0.01032,0.00691,0.01987,0.00701,0.00898,0.00276,0.00724,0.00302,-0.00725,-0.00197,-0.00426,-0.00172,0.01886,-0.00490,0.00386,-0.00660,0.00165,0.00440,0.00844,0.00134,0.00868,-0.00787,0.00793,0.00876,0.00235,0.00806,-0.00215,0.00625,-0.00706,-0.00992,-0.00031,-0.00658,0.01724,-0.00009,0.00382,0.01571,-0.01992,0.00928,0.00347,-0.00455,-0.00398,-0.00931,0.00111,-0.01390,-0.02654,-0.00772,0.01018,-0.02461,0.00673,-0.01722,-0.02452,-0.00061,-0.00310,0.00965,0.01386,-0.00383,0.01344,0.00336,0.01668,0.00217,0.01681,-0.00115,0.00051,0.00025,0.01053,-0.01295,-0.09970,0.01613,-0.00639,-0.00314,0.03453,-0.00572,0.00691,0.00370,0.00719,-0.01138,0.00525,-0.02552,0.00458,-0.00086,0.01155,-0.01682,-0.00215,-0.00136,-0.00721,-0.00841,-0.02237,-0.00993,0.00524,0.01339,0.01550,0.00939,-0.01139,-0.01813,-0.01637,-0.00701,0.00994,-0.01143,-0.01647,0.01020,0.00640,0.01254:#0c3557:Manager -0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052:#c8c8c8:S&P_500
12.6%

365 days

Risk score

1.5% fee
$5,000 minimum


Y H & C Investments Long Term GARP

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
2.06

365 days

Manager performance
-0.01486,-0.01230,0.00735,0.00042,0.01311,0.00757,-0.00655,0.01807,0.00751,0.00468,0.00223,0.00219,0.00709,0.00693,0.00341,0.01185,-0.00523,0.00915,-0.00192,0.01022,0.01124,-0.00786,0.00553,-0.00412,0.00096,-0.00602,0.00302,-0.00070,0.00947,-0.01028,0.00194,-0.00942,0.00591,-0.00163,-0.01414,0.00922,0.01365,0.00155,-0.01095,-0.00888,0.01319,-0.00348,0.00642,0.01153,-0.00751,-0.02070,-0.00436,-0.00756,0.01001,0.01026,0.01265,0.00008,0.01264,-0.00220,0.00017,0.00735,0.00715,0.00446,0.00834,0.01159,0.00421,0.00197,-0.00396,-0.00074,0.00471,-0.00811,0.00232,0.00043,-0.00637,0.01452,0.00656,-0.00391,-0.00261,-0.00413,0.01596,0.00117,0.00284,-0.01472,-0.00991,0.00435,0.00240,0.00016,-0.00142,-0.00606,-0.01853,-0.00312,-0.00571,0.00743,-0.00303,0.00723,0.00645,0.00234,-0.01646,0.00025,0.00621,-0.00528,0.00953,0.01009,0.00730,0.00456,0.00926,0.00650,0.00014,-0.00869,0.00254,0.00096,0.00647,0.00753,-0.00270,0.00466,-0.00899,-0.00088,0.00143,0.00592,-0.00173,-0.00723,0.00881,0.00468,-0.00594,0.00409,-0.00443,-0.02033,-0.00878,0.02443,0.01094,0.01143,-0.01116,0.01433,0.00915,0.01129,0.00124,0.00351,-0.00478,0.00427,0.00119,0.00221,0.01689,0.00217,0.00347,0.00591,0.00797,0.00991,-0.00576,-0.01551,0.01292,0.00399,-0.00379,0.00987,0.00313,0.00563,-0.00898,-0.00566,-0.00555,0.00717,0.00391,0.00074,0.00704,0.00233,0.00290,-0.00027,-0.00280,-0.00826,-0.00392,0.00506,-0.00253,-0.00245,-0.01301,-0.00346,0.00516,0.00347,-0.00575,0.01455,0.00010,0.00484,0.01213,0.00451,0.00230,-0.00086,0.00314,-0.00180,-0.00989,-0.00025,-0.00434,0.00977,-0.00497,-0.00304,0.00037,-0.02081,0.01033,0.00497,-0.00352,-0.00119,-0.00499,0.00532,-0.00540,-0.01626,-0.00808,0.00580,-0.01293,0.00879,-0.01130,-0.02850,0.00684,-0.00400,0.01553,0.01549,0.00092,0.01283,-0.00273,0.01475,0.00465,0.00757,-0.00088,0.01047,0.01250,0.00120,-0.00105,0.00212,0.00416,-0.00318,-0.00894,0.01920,0.00067,-0.00025,0.00029,-0.00084,-0.00590,0.00112,-0.01288,0.00507,0.00577,0.00601,-0.00202,-0.00350,-0.00332,-0.01066,-0.00543,-0.00428,-0.00060,0.00607,0.00138,0.02009,0.00733,-0.00713,-0.02267,-0.01891,-0.00037,0.01544,-0.02208,-0.01240,0.00564,0.00705,0.01135:#0c3557:Manager -0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052:#c8c8c8:S&P_500
28.2%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Yale Bock: The market according to GARP

    18 March 2014

    Portfolio manager discusses his Growth at a Reasonable Price approach.

  2. DigitalGlobe's slide offers up an investing lesson 7 March 2014
  3. Get ready for a bumpy ride in the markets 6 March 2014
  4. Get ready for more stock market volatility 10 February 2014
  5. Tough times for consumer stocks 5 February 2014

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Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.