For clients with $1 million or more to invest, YL Capital offers Separately Managed Accounts (SMAs) designed around each client’s objectives, constraints, and risk profile.
An SMA provides direct ownership of securities and allows for customized portfolio construction, exposure management, and implementation, while maintaining the same disciplined investment framework used across our strategies.
Schedule a BriefingUnlike pooled vehicles, SMAs offer:
Direct ownership of underlying positions
Customized risk limits and exposure targets
Greater flexibility in portfolio construction
Ability to leverage multiple investment approaches, including long-short strategies and quantitative currency strategies
This structure is ideal for clients seeking maximum transparency, flexibility, control and allocation across strategies.
Get In Touch
Long–short equity strategies with futures overlays
.svg)
Quantitative and discretionary currency exposure
.svg)
Tactical allocation across equities, bonds, futures, options, and FX
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.
