YL Capital manages five strategies: fixed income, all-cycle, global equity, equity & commodity long/short, and global currency. Each combines systematic models with discretionary judgment, with strict risk controls and capital preservation as core objectives.
We focus on deep fundamental, macro, and quantitative research to identify asymmetric risk–reward opportunities across equities, futures, currencies, and commodities.
Risk management is embedded at every level of portfolio construction, position sizing, and execution. Capital preservation is a prerequisite for long-term compounding.
Portfolios are actively managed and dynamically adjusted in response to changing market regimes, volatility, and liquidity conditions.
A capital-preservation-first strategy built on a laddered portfolio of U.S. Treasuries, investment-grade corporates, and municipal bonds. Income is pursued only to the extent it doesn't compromise principal safety or introduce more interest-rate risk than the mandate calls for.
A balanced, rules-based allocation across equities, bonds, real assets, and currencies, adjusted as market conditions shift between growth, slowdown, overheating, and inflationary regimes, so the portfolio always holds something built for the environment at hand.
A long-biased strategy built on value and quality together: durable, well-run businesses in the U.S., Hong Kong, and Japan, bought when price doesn't reflect what the business is actually worth, and held to a consistent, numbers-first standard.
Our flagship multi-asset strategy integrates fundamental equity research with active long and short positioning, complemented by trend-following commodity exposure. Designed to perform across both rising and declining markets, rather than relying on sustained bull-market conditions.
Applies rule-based, quantitative models to G10 currency pairs, combining macro research, market-regime signals, and strict risk controls. Designed to capture medium-term trends and policy-driven opportunities in fx markets, largely independent of equity market direction.
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