Yorkville Asset Management Inc. ("Yorkville") is an independent investment boutique that was founded on our unbiased commitment to our clients' success, and a strong dedication to risk management.
Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through our wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services.Similar investment strategies are also available to mid-market clients through our mutual funds that are sold through third party advisors.
Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through our wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services.Similar investment strategies are also available to mid-market clients through our mutual funds that are sold through third party advisors.
Services
At Yorkville Asset Management Inc. (Yorkville), we treat our clients as partners in the investment management process. Yorkville Asset Management's service model is based on the establishment of trust and mutual understanding of our clients' investment needs and how Yorkville can bring unique value to meeting those needs.
The Fund is actively managed and focuses on investing in U.S. equity securities with the potential for long term growth at attractive prices. The Fund may use a combination of exchange traded equities and notes providing partial protection on selected securities in its portfolio to achieve its objectives.
The Yorkville Enhanced Protection Class, Yorkville's flagship equity fund, with an overall risk management approach to protect against market downside. Ideal with investors with a longer term investment horizon that seek capital appreciation.
The Fund accomplishes this by investing in a properly focused portfolio of major market north american large cap equity securities, while utilizing non-leveraged option strategies to enhance the portfolios yield and protect the invested capital.This opportunistic strategy can also quickly execute on point-in-time strategic investments consistent with Yorkville's thematic outlook of the economy & markets.
The Fund accomplishes this by investing in a properly focused portfolio of major market north american large cap equity securities, while utilizing non-leveraged option strategies to enhance the portfolios yield and protect the invested capital.This opportunistic strategy can also quickly execute on point-in-time strategic investments consistent with Yorkville's thematic outlook of the economy & markets.
The Yorkville Global Opportunities Class seeks to provide long-term capital growth and preservation of capital by investing primarily in a portfolio consisting of global fixed income, equity securities and commodities. The fund's asset mix ensures both balance by maintaining exposure in all asset classes and using hedging strategies as two primary tools for managing overall portfolio risk.
The fund is actively managed and designed to provide investors access to select investment opportunities in Europe, Australia, Asia, and the Far East. Portfolio Managers seek to invest in equity securities with proven management, proprietary and strategic advantages, financial strength, earnings growth potential, and favourable valuation levels.
Reviews
Be the first to review Yorkville Asset Management.
Write a Review
