Yorkville Asset Management

Celebrating the company’s 5th Anniversary, Yorkville Asset Management wanted to recognize the contribution of its clients in Ottawa.  An important market for the company, several Yorkville’s loyal charitable foundation clients call Ottawa their home base.  

The prestigious E18hteen Restaurant, located in the Byward Market in downtown Ottawa, created a spectacular pairing menu to be accompanied by fine wines selected from Bordeaux, Burgundy and Champagne.  Guests heard Hussein Amad, Yorkville’s CEO, address market conditions and were treated to an exquisite violin performance.  

Prominent local members of Yorkville’s Business Advisory Group such as Gary Seveny, Jeffrey Dale and Stephen McDermott were happy to share their thoughts on Yorkville and discuss the charitable contributions the company has made locally.  Since 2010 Yorkville's collective national charitable contributions and bursaries have exceeded $500,000.    

Hosting its third annual Vintage Wine Tasting at Toronto'a Shangri-La Hotel, Yorkville again created an atmosphere for clients to share, connect and learn more about financial markets, and to celebrate its fifth anniversary. Offering a mid-year update on Yorkville’s Portfolios, CEO Hussein Amad was joined onstage by Fixed Income Portfolio Manager, Robert Featherby, and Investment Analyst, Jillian Wade, in a light-hearted and entertaining panel discussion.

Many special guests such as Dr. Lyle Oberg (past Minister of Finance, Alberta and member of Yorkville's Business Advisory Group) were in attendance, as Yorkville presented its latest approach to investing in healthcare opportunities.  In addition to the stunning atmosphere provided by the Shangri-La Hotel, three expert wine hosts were onsite specifically to match food station selections with exclusive vintage wines and to offer food pairing advice.  Featured wine included rare “grower-champagnes” and rare single vineyard Burgundy selections.  This special evening featured several wines of which only a few cases were imported to Canada.  

 

Yorkville sponsored and attended for the fourth year in a row the West Lincoln Memorial Hospital (WLMH) Foundation's National Philanthropy Day Celebration which took place on Thursday November 12 at the Casablanca Winery Inn in Grimsby, ON.  With over 100 guests in attendance the Hospital and Foundation were honoured to pay tribute to the community philanthropists supporting WLMH. 

Yorkville also provided the keynote speaker for the evening, Ms. Hélène Campbell.  At only 24 years of age, she is a double lung transplant recipient and told the audience her ‘lung story’ and her appreciation and deep gratitude for donors … organ donors but also donors who enable medical research, advanced equipment and technology, and the many tools needed by a healthcare team to save a life such as hers.

To read more about the foundation and ways to donate, please visit http://www.wlmhfoundation.ca/ee/ 

To read more about Hélène's incredible story and her cause, please visit https://www.facebook.com/alungstory/

And finally, to learn more about how you can register as an organ donor, please visit https://beadonor.ca/

Yorkville's Global Opportunity Class mutual fund was raised to a 5-star rating by the prestigious fund analytics firm Morningstar Inc. 

For more details and to read the press release in full click below: 

Global Opportunities Class Fund Earns 5-star Morningstar Rating

September 03, 2015

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September 03, 2015

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Operational Review to March 31, 2023

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Operational Review to June 28, 2019

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Operational Review to December 31, 2018

Operational Review to September 28, 2018

Operational Review to June 30, 2018

Operational Review to March 31, 2018

Operational Review to December 31, 2017

Operational Review to September 30, 2017

Operational Review to June 30, 2017

Fund Facts Sheet - April 2017

Operational Review to March 31, 2017

Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio

Operational Review to December 31, 2016

Operational Review to September 30, 2016 

Operational Review to June 30, 2016 

Southbridge Brochure

Operational Review to March 31, 2016

Operational Review to December 31, 2015

News Release - Southbridge Group of Companies Appoints New CEO

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Operational Review to March 31, 2015

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Investor Fact Sheet - Q3 2014

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News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform

News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition

Investor Fact Sheet - Q2 2013

News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months

News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes

News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes

September 03, 2015

News SHCFD

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Operational Review to March 31, 2023

Operational Review to December 31, 2022

Operational Review to September 30, 2022

Operational Review to June 30, 2022

Operational Review to March 31, 2022

Operational Review to December 31, 2021

Operational Review to September 30, 2021

Operational Review to June 30, 2021

Operational Review to March 31, 2021

Operational Review to December 31, 2020

Operational Review to September 30, 2020

Operational Review to June 30, 2020

Operational Review to March 31, 2020 

Operational Review to December 31, 2019

Operational Review to September 30, 2019

Operational Review to June 28, 2019

Operational Review to March 29, 2019

Operational Review to December 31, 2018

Operational Review to September 28, 2018

Operational Review to June 30, 2018

Operational Review to March 31, 2018

Operational Review to December 31, 2017

Operational Review to September 30, 2017

Operational Review to June 30, 2017

Fund Facts Sheet - April 2017

Operational Review to March 31, 2017

Press Release Re. Acquisition of Provincial Long Term Care's Nursing Home & Retirement Portfolio

Operational Review to December 31, 2016

Operational Review to September 30, 2016 

Operational Review to June 30, 2016 

Southbridge Brochure

Operational Review to March 31, 2016

Operational Review to December 31, 2015

News Release - Southbridge Group of Companies Appoints New CEO

Operational Review to September 30 2015

Operational Review to June 30 2015

Operational Review to March 31, 2015

Operational Review to December 31, 2014

Investor Fact Sheet - Q3 2014

Investor Fact Sheet - Q2 2014

Investor Fact Sheet - Q1 2014

Investor Fact Sheet - Q4 2013

Investor Fact Sheet - Q3 2013

News Release (11/07/2013): Southbridge Health Care Fund Now Available on Canaccord Genuity Platform

News Release (09/04/2013): Southbridge Expands Presence with Eighth Acquisition

Investor Fact Sheet - Q2 2013

News Release (03/01/2013): Southbridge Acquires Seventh Long-Term Care Home in Four Months

News Release (12/05/2012): Southbridge Health Care Fund Acquires Four Additional Homes

News Release (11/13/2012): Southbridge Acquisition of Craiglee and West Park Health Centre Homes

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