Yorkville Asset Management

News

Posted in: News Posted on: January 21, 2025
An article written by Derek Brenzil discussing the potential market impacts following Donald Trump’s inauguration in 2025. Some key highlights: Tariffs and Trade Policy: The possibility of significant tariffs being implemented raises concerns about inflation and economic instability. Inflation Concerns: There is a risk of a second wave of inflation,…
Posted in: News Posted on: January 20, 2025
We are excited to share the 2024 results and achievements of the Yorkville Health Care Fund (the "Fund"). In 2024, the Fund delivered net returns between 11.16% and 12.18%, achieving double-digit returns for the second consecutive year. It was another strong year for equity growth, with $66.5 million raised through…
Posted in: News Posted on: January 09, 2025
After the strong initial rally following Donald Trump's successful US Presidential race, we saw markets take a slight breather in the final month of the year. Nonetheless, major indices ended the year in positive territory across the board and the macroeconomic backdrop is broadly constructive for 2025. While we remain…
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…
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