Halbert Wealth Management Recognizes 5-Year Milestone

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YCG Value-Style Strategy Now Boasts Five Years of Actual, Risk-Managed Returns

Visit Halbert Wealth Management at HalbertWealth.com
We are very pleased to see YCG reach this milestone in the Concentrated Strategy since some investors require a minimum of five years of actual trading before considering an emerging manager like YCG.

Halbert Wealth Management, Inc. (HWM) is pleased to announce that the YCG Investments (YCG) Concentrated Composite Strategy has posted five years of actual performance as of the end of October. This actively managed equity investment was developed by YCG Founder and Chief Investment Officer, Brian Yacktman and is one of the managed accounts recommended in HWM’s AdvisorLink® Program.

HWM President and CEO, Gary Halbert observed, “We are very pleased to see YCG reach this milestone in the Concentrated Strategy since some investors require a minimum of five years of actual trading before considering an emerging manager like YCG. The use of individual stocks is also an advantage because doing so allows YCG to subject its holdings to a level of fundamental analysis not available in managed accounts that limit their investments to mutual funds and/or ETFs.”

These days, the stock market is often moved by global newspaper headlines. YCG’s Concentrated Composite Strategy is a welcome approach because Brian and the rest of his YCG team believe that quality companies continue to be good investments regardless of the market’s reaction to short-lived news stories. Using a fundamental, “bottom-up” approach, YCG seeks out stocks of any market capitalization that offer the potential for superior risk-adjusted rates of return.

Since its inception in November of 2008, the YCG Concentrated Composite Strategy has outperformed the S&P 500 Index in terms of annualized returns and risk management (as measured by monthly drawdown). Of course, there is a risk of loss and favorable future returns are not guaranteed.

Brian Yacktman added, “I am extremely proud of the performance of our Concentrated Strategy over the past five years and hope to continue its success into the future. Even with the lackluster economic recovery, there are still many companies that represent opportunities. We strive to identify those businesses we believe can swim against the tide, regardless of what happens in the economy.”

About YCG Investments:
Located in Austin, Texas, YCG Investments is an SEC Registered Investment Advisor managing approximately $230 million. Founder Brian Yacktman serves as Portfolio Manager with more than a decade of hands-on money management experience. His value-based stock selection strategy uses extensive fundamental analysis to help identify above-average businesses selling at below-average prices.

Click here for more information on YCG’s Concentrated Composite Strategy.

About Halbert Wealth Management, Inc.:
HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as large, institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding.

Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers that employ a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.

For more information on Halbert Wealth Management, please visit: http://www.halbertwealth.com.

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