Yorkville Asset Management

News

Posted in: News Posted on: December 19, 2024
Bitcoin's price has shown substantial growth following halving events, with historical average 12-month returns exceeding 300%, though the current post-halving return of 63% is modest in comparison. Factors like pro-crypto policies from the incoming U.S. administration, rising institutional adoption, and new investment products, including Bitcoin ETFs, suggest significant potential for…
Posted in: News Posted on: December 09, 2024
Markets rallied strongly in November following Donald Trump's re-election, driven by optimism about his business-friendly policies, despite uncertainty about which campaign promises will materialize. CLICK HERE
Posted in: News Posted on: November 21, 2024
Yorkville Health Care Fund, alongside Southbridge Health Care, has acquired 21 long-term care homes from Revera, marking one of the largest transactions in Ontario's history. The expanded portfolio now includes 57 homes with a resident capacity of approximately 6,500, positioning Southbridge as a leading owner-operator in Canada. Key highlights: Portfolio…
Posted in: News Posted on: November 21, 2024
October saw a pause in the strong rally across equities as investors shifted focus to key November events: the U.S. Presidential Election and the Federal Reserve's interest rate decision. Despite the lull in markets, the macroeconomic environment remained robust, driven by: Positive economic indicators: A strong U.S. jobs report early…
Posted in: News Posted on: November 08, 2024
In his latest letter, our CEO Hussein Amad reflects on the 2024 U.S. election’s unpredictability and its potential effects on the economy. With a focus on Trump’s anticipated policies—such as tax cuts, tariffs, and support for digital currencies we foresee inflationary pressure but also new investment opportunities, especially in sectors…
Posted in: News Posted on: November 04, 2024
Yorkville Asset Management Inc. has announced the opening of Back In Motion’s second multidisciplinary health clinic in Ontario, located at Chelsey Park in London. This facility will provide comprehensive health services to residents and the local community, aligning with Yorkville's strategic initiative to enhance the value of its real estate…
Posted in: News Posted on: October 29, 2024
At Yorkville, we pay particular attention to the M&A landscape as it has implications for how we allocate capital in the public markets. For example, if one of the companies we own is the target of a takeover, it will typically drive the stock price materially higher. While searching for…
Posted in: News Posted on: October 09, 2024
Markets continued to march higher in September, thanks in large part to the US Federal Reserve's somewhat surprise announcement of a 50 basis point rate cut during the month. While markets were pricing in a chance of this larger cut, the news nonetheless was a catalyst to drive equity markets…
Posted in: News Posted on: September 12, 2024
August introduced some more significant volatility to markets that hadn’t been seen recently, with asset prices whipsawing from steep drops at the beginning of August to modest gains by the end of the month. Early volatility was driven by a weak US jobs report increasing the likelihood of larger rate…
Posted in: News Posted on: September 03, 2024
 Roger Federer’s career illustrates the importance of resilience and long-term perspective, valuable in both tennis and investing. Just as Federer didn't let lost points derail his success, investors should focus on long-term gains rather than short-term losses. Adopting this mindset helps navigate market uncertainties and achieve substantial growth over time.…
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