YH&C Investments Profile Picture
Manager Disclosure Document

Y H & C Investments

Investment Adviser

Investment portfolio

Y H & C Investments Concentrated GARP

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  • Strategy
    Aggressive
Sharpe ratio
-0.11

365 days

Manager performance
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,-0.01647,0.01020,0.00640,0.01254,0.00875,0.00419,0.00737,-0.00103,-0.00685,-0.00926,-0.00040,-0.00282,-0.01273,0.00724,0.01699,-0.00039,-0.01692,0.00116,-0.00481,0.00370,0.02252,-0.00670,-0.01806,-0.00188,0.00010,0.00954,-0.01990,0.00500,0.00545,0.01064,0.00382,-0.00019,0.00589,-0.00496,-0.00099,-0.00578,0.00020,0.01825,0.00759,0.01303,-0.01270,0.00916,-0.01438,-0.00233,0.00141,0.00501,0.00889,-0.00209,-0.02065,-0.00881,-0.01066,0.00520,0.00048,0.00275,0.00675,0.01255,-0.00240,0.00449,-0.01110,-0.00922,0.00414,-0.00910,-0.00386,-0.00253,-0.00770,0.00209,-0.01428,0.02013,-0.00321,0.01004,0.00260,-0.00857,-0.00877,-0.00036,-0.00692,0.00200,-0.02181,0.02620,0.00186,-0.00337,0.00344,-0.00676,0.00987,0.00785,-0.00959,0.00921,0.00287,0.00411,0.01397,-0.00495,0.00346,0.00881,-0.00066,0.00106,0.00632,-0.00734,-0.00346,0.01092,0.00879,-0.00493,-0.00383,0.00248,-0.00210,-0.00979,0.00780,0.00588,-0.00902,-0.00265,-0.00111,-0.00247,0.00303,-0.01390,-0.01470,-0.01573,0.00261,-0.01080,0.00188,-0.00588,-0.00723,-0.01035,0.00573,0.00561,-0.01074,-0.01495,0.00926,-0.02076,-0.01453,0.00681,0.01773,0.00859,-0.00650,0.01087,0.00694,0.01227,-0.00703,0.03430:#0c3557:Manager 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,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230:#c8c8c8:S&P_500
-2.2%

365 days

Risk score

1.5% fee
$10,000 minimum


Y H & C Investments Long Term GARP

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.62

365 days

Manager performance
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,-0.01240,0.00564,0.00705,0.01135,0.00039,0.00338,0.00614,-0.00348,0.00183,-0.00872,-0.00343,0.00747,0.01032,0.00142,-0.00322,0.00195,-0.01035,-0.00083,-0.00122,-0.00155,0.01502,-0.00376,-0.00942,-0.00436,0.00689,0.00709,-0.00929,0.00743,0.00420,0.01035,0.01150,-0.00495,0.00425,-0.00228,0.00242,0.00364,0.00307,0.00644,0.00855,0.00350,-0.00577,-0.00552,-0.00645,0.00053,-0.00059,0.00207,0.00657,0.00229,-0.00055,0.00253,-0.00200,0.00506,-0.00001,0.00287,0.00090,0.00711,0.00089,0.00734,-0.00990,-0.01240,0.00331,-0.00805,-0.00202,0.00571,0.00039,0.00431,-0.00850,0.00996,-0.00371,0.00806,0.00458,0.00284,-0.00684,-0.00220,-0.00428,0.00597,-0.01755,-0.00630,0.00622,-0.01258,-0.00223,-0.00406,0.00926,0.00572,-0.00361,0.00421,0.00900,-0.00063,0.01025,0.00260,0.00153,0.00379,-0.00128,0.00143,-0.00155,-0.00055,-0.00015,0.00168,0.00156,-0.00235,-0.00372,0.01013,-0.00256,-0.00765,0.00488,-0.00067,-0.00906,-0.00749,0.00365,0.00391,0.00295,-0.00002,-0.01646,-0.00917,0.01292,-0.01658,0.00913,0.00170,-0.00367,-0.01959,-0.00382,0.00852,0.00732,-0.01710,0.01180,-0.02214,-0.01808,-0.01553,0.00562,0.00204,-0.00174,0.01374,0.01343,0.02543,-0.01406,0.01561:#0c3557:Manager 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,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230:#c8c8c8:S&P_500
8.3%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Covestor portfolio managers in the news - October 15, 2014

    15 October 2014

    Tom Dorsey profiled by The Wall Street Journal, and other recent Covestor manager media appearances.

  2. Here's why stock markets are tumbling 15 October 2014
  3. Patience can pay off in long-term investing 10 September 2014
  4. Is volatility really such a bad thing for investors? 9 September 2014
  5. Improving economy could boost retail stocks 4 September 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, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment 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.