Risk Management

Equal Weight Methodology

YCM manages risk by not placing outsized bets on any given investment in our portfolio. We employ an equal weighted strategy to accomplish this objective. The quality focus of our investments allows us to run concentrated portfolios of best-in-class investments, resulting in added value over the longer term.

Seven Risk Silos

Using a proprietary risk management model, Yorkville measures, monitors, and manages risk at the portfolio level across seven risk silos.

Fundamental Sell Discipline

Sell decisions are driven by fundamentals. We developed proprietary models that monitor target prices of every investment in the portfolio and we exit positions as they become fairly valued. We proactively sell investments at the first indication that fundamentals may be deteriorating. Additionally, we rank portfolios according to our Fundamental Investment Score to help us identify relatively less attractive investments and maintain portfolio diversification when new positions are added.