Registered Portfolio Manager · Investment Fund Manager · Exempt Market Dealer BC, Canada
We are a research-driven investment management firm focused on disciplined strategies, rigorous risk management, and long-term capital preservation for institutional and individual investors.
YL Capital was built on a simple premise: find the strategy that matches who you are, built to last.
Each of our five strategies is built around a different, identifiable source of return, and each follows a process agreed in advance — not judgment calls made in the moment.
We manage capital for individuals, families, and institutions who need their portfolios to hold up across full market cycles, not just the good years.
About the FirmProcess over prediction
Every decision follows a framework agreed in advance. We’d rather be consistent than clever — pursuing returns driven by skill and discipline, not by guessing where markets go next.
Capital protection first
A portfolio that falls 50% needs to gain 100% just to recover. Avoiding severe, hard-to-recover losses shapes every strategy we run, before we ever think about maximizing upside.
Built for the long relationship
We manage capital with a multi-decade view — in how we build portfolios, how we govern the firm, and how we report back to you.
The same strategies, held in whichever structure fits your situation.
View all Solutions
Our in-house pooled vehicle for the Equity & Commodity Long/Short strategy, combining discretionary and systematic investing to pursue returns across market cycles.
Your chosen strategies, held directly in your own account, with full transparency and a portfolio built around your objectives and risk tolerance.
Select third-party private funds across real estate, private equity and venture capital, and infrastructure, offered to qualified clients as diversification beyond our liquid strategies.
Illustrative example only. Not a recommendation to buy or sell any security. Actual portfolios are diversified and subject to loss.
Each strategy is built around a distinct source of return, so your portfolio isn’t leaning on a single market outcome.
Explore Our Investment ApproachFixed Income
Capital preservation first, with a laddered, investment-grade approach to steady, predictable income.
All-Cycle
A balanced, rules-based portfolio designed to hold up across every phase of the economic cycle.
Global Equity
Durable, well-run businesses in the U.S., Hong Kong, and Japan, bought when price doesn’t reflect what they’re worth.
Equity & Commodity Long/Short
Macro trends across equities and commodities, diversified through the low correlation between the two.
Global Currency
A systematic, quantitative read on market conditions in G10 currencies, paired with macro judgment.
Across all five strategies, we manage capital through active positioning, pre-agreed risk limits, and — where the strategy calls for it — hedging, so that no single market outcome determines your result.
To protect client capital through rigorous research and strict risk management.
To build lasting wealth through total alignment and shared long-term success.
Our focus is on process integrity, disciplined risk-taking, and consistency across market environments.
Five Independent Return Sources
Fixed income, equities, commodities, currencies, and macro positioning — each strategy draws on a different driver, so your portfolio isn’t dependent on one market moving in one direction.
Rules Agreed in Advance
Risk limits and portfolio adjustments follow frameworks set before markets move, not decisions made under pressure.
Regulated and Accountable
Registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in British Columbia.
