For clients with $1 million or more to invest, YL Capital offers Separately Managed Accounts designed around each client’s objectives, constraints, and risk profile.
An SMA provides direct ownership of securities and access to any of our five strategies, with customized portfolio construction, exposure management, and implementation, built on the same disciplined framework used across the firm.
Schedule a BriefingUnlike pooled vehicles, SMAs offer:
Direct ownership of underlying positions
Customized risk limits and exposure targets
Greater flexibility in portfolio construction
Access to any of our five strategies, individually or blended: fixed income, all-cycle, global equity, equity & commodity long/short, and global currency
This structure is ideal for clients seeking maximum transparency, flexibility, control and allocation across strategies.
Get In Touch
.svg)
Laddered, investment-grade bonds built around capital preservation and predictable income
.svg)
Rules-based allocation across equities, bonds, real assets, and currencies, adjusted as market conditions shift
Durable, well-run businesses in the U.S., Hong Kong, and Japan, bought when price doesn’t reflect their worth
Long–short equity positioning complemented by trend-following commodity exposure
Quantitative, rule-based models across G10 currency pairs, paired with macro judgment
Portfolios are actively managed and adapted to changing market conditions, with a strong emphasis on risk control, liquidity, and capital preservation.
Customized portfolio management built on disciplined research and structured risk management.
Start the Conversation
Each SMA is governed by clearly defined guidelines,
Key principles include:
Target exposure ranges
Volatility and drawdown considerations
Position sizing and liquidity constraints
Risk parameters are agreed upon in advance and monitored continuously.
Schedule a Briefing$1,000,000
Fees are determined based on the size, strategy, and complexity of each mandate and are agreed upon in advance with the client.
Mandates may include performance-based compensation, structured in accordance with applicable regulations and detailed in the client agreement.
