Education
UC Irvine

Qualifications
MBA, BA, CFA

Job Title
President

Investment Experience
20 years experience

Founded
2004

Company Name
Y H & C Investments

Number of Employees
1

  • Address
  • 2230 S. Paradise
  • Las Vegas
  • Nevada
  • 89104

Y H & C Investments

Y H & C Investments is a registered investment adviser based in Nevada. Yale Bock founded the firm after 15 years of experience as an individual investor. Yale also manages the secured lending operations of a family-owned business.

Investment process

At Y H & C, we believe in extensively researching individual investment opportunities before allocating capital. Our research-driven approach is based on a bottom-up fundamental analysis of every potential investment. Our process incorporates quantitative measures of market value and operating performance, as well as qualitative factors such as competitive positioning, strength of management and corporate governance.

Investment portfolios

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Stocks
Sharpe ratio
0.23 365 days
Performance
4.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.59 365 days
Performance
18.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Stock valuations and geopolitical risk August 16, 2017

    Investors are increasingly grappling with geopolitical risk

  2. Profile Picture Apple's awesome product power August 09, 2017
  3. Profile Picture Keep your portfolio looking forward August 02, 2017
  4. Profile Picture Staying in sync July 25, 2017
  5. Profile Picture Tech revolution July 18, 2017
Show more

Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.