Yorkville the VIP Reception Sponsor for Trillium Health Partner Foundation's LOL Event
On Saturday, February 28, 2015 Yorkville joined almost 1000 other supporters for Trillium Health Partners Foundation’s third annual Laugh Out Loud Comedy Gala at the International Centre in Mississauga.
Yorkville, the proud supporter of numerous organizations across Ontario, committed in July 2013 to becoming the VIP Reception Sponsor for Trillium’s Laugh out Loud event for the next three years, ending 2016.
Yorkville staff, clients and friends gathered for a night of laughter and music, emceed by Alan Thicke, and headlined by the notable Gerry Dee.
Thanks to the support of many, the event was a tremendous success, raising over $1.8 million for the mental health program at Trillium Health Partners.
For photos of the evening and for more information on Trillium Health Partners Foundation and the work they are doing to improve health care in Mississauga and the surrounding area, please click here.
For more details on Yorkville’s commitment to Trillium and for commentary by Yorkville President CEO Hussein Amad on Yorkville’s dedication to charitable giving, please see the 2013 announcement here.
Yorkville celebrates its fifth annual Toronto Investment Forecast at the Four Seasons
On February 5, 2015, over 100 influential members of the Ontario community including clients, friends and family of Yorkville gathered at the new Four Seasons hotel on Yorkville Avenue for Yorkville’s fifth annual Investment Forecast.
The evening was one with superior food, libations and live entertainment accompanied by a presentation of Yorkville’s core investment strategies by our portfolio management team. These included discussions by President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. The evening included a market review of 2014 and an insightful examination of Yorkville’s investment focus and plans as we proceed into 2015.
Déjà Vu: Yorkville's second annual Ottawa Investment Forecast
This January 27, 2015 marked Yorkville’s first annual Ottawa Investment Forecast, held at the renowned Westin Hotel on the Rideau Canal. Yorkville has been busy working diligently to build a reputation for investment and client service excellence in the Ottawa community since the opening of our office there in 2012.
The evening was a testament to the incredible strides we have made in the area, and to the extraordinary calibre of clients and friends we are fortunate enough to have attracted. Individuals in the room included team members of such invaluable organizations as United Way Ottawa and Algonquin College of Applied Arts and Technology.
The night included presentations from Yorkville's President & CEO Hussein Amad, Deputy Chief Investment Strategist Raphael Aronowicz and Southbridge Capital Inc’s President Mike Petersen. These discussions covered our overarching investment goals in 2014 and addressed specifically four investment themes Yorkville is positioning to take advantage of:
1. Déjà Vu
2. Cyber Security
3. Participate & Protect
4. Health Care
Yorkville's Deputy Chief Investment Strategy, Raphael Aronowicz, introduces a new investment theme seen in Yorkville's portfolios called 'Cyber Security'. to learn more about this investment theme, please click here.
Yorkville's Deputy Chief Investment Strategist, Raphael Aronowicz, sheds light on Yorkville's QVR (Quality, Valuation and Risk) investment methodology. Sticking to this discipline helps us to avoid many of the mistakes investors fall victim to, leading to poor returns and the destruction of capital. Too often are investors seduced into chasing returns of high-flying growth stocks, or speculating on the "flavour of the month", only to be disappointed when the hype fails to deliver. The QVR methodology was designed to ensure we don't fall victim to these temptations by focusing on the factors we know make successful investments.
To learn about Yorkville's QVR methodology, please click here.
2023-12-31 - Summary of Investments
2023-09-30 - Interim Management Report of Fund Performance
2023-09-30 - Financial Statements
2023-06-30 - Summary of Investments
2023-06-01 - Annual Management Report of Fund Performance
2023-06-01 - Financial Statements
2023-06-01 - Simplified Prospectus
2022-12-30 - Summary of Investments
2022-09-30 - Interim Management Report of Fund Performance
2022-10-01 - IRC Report to Securityholders (2022)
2022-10-01 - IRC Report to Securityholders (2021)
2022-10-01 - IRC Report to Securityholders (2020)
2022-10-01 - IRC Report to Securityholders (2019)
2022-10-01 - IRC Report to Securityholders (2018)
2022-06-30 - Summary of Investments
2022-06-01 - Simplified Prospectus
2022-03-31 - Financial Statements
2022-03-31 - Annual Management Report of Fund Performance
2021-12-31 - Summary of Investments
2021-09-30 - Interim Management Report of Fund Performance
2021-09-30 - Financial Statements
2021-06-30 - Summary of Investments
2021-06-01 - Simplified Prospectus
2021-06-01 - Annual Information Form
2021-03-31 - Financial Statements
2021-03-31 - Annual Management Report of Fund Performance
2020-12-31 - Summary of Investments
2020-09-30 - Financial Statements
2020-09-30 - Interim Management Report of Fund Performance
2020-06-30 - Summary of Investments
2020-05-25 - Simplified Prospectus
2020-05-25 - Annual Information Form
2020-03-31 - Financial Statements
2020-03-31 - Annual Management Report of Fund Performance
2019-12-31 - Summary of Investments
2019-09-30 - Financial Statements
2019-09-30 - Interim Management Report of Fund Performance
2019-09-30 - Summary of Investments
2019-06-30 - Summary of Investments
2019-05-14 - Simplified Prospectus
2019-05-14 - Annual Information Form
2019-03-31 - Financial Statements
2019-03-31 - Annual Management Report of Fund Performance
2018-12-31 - Summary of Investments
2018-09-30 - Interim Management Report of Fund Performance
2018-09-30 - Financial Statements
2018-09-28 - Summary of Investments
2018-06-29 - Summary of Investments
2018-05-15 - Simplified Prospectus
2018-05-15 - Annual Information Form
2018-05-15 - Material Change Report
2018-03-31 - Financial Statements
2018-03-31 - Annual Management Report of Fund Performance
2017-12-29 - Summary of Investments
2017-09-30 - Interim Management Report of Fund Performance
2017-09-30 - Financial Statements
2017-06-30 - Summary of Investments
2017-05-12 - Simplified Prospectus
2017-05-12 - Annual Information Form
2017-03-31 - IRC Report to Securityholders
2017-03-31 - Financial Statements
2017-03-31 - Annual Management Report of Fund Performance
2016-12-30 - Summary of Investments
2016-09-30 - Financial Statements
2016-09-30 - Interim Management Report of Fund Performance
2016-06-30 - Summary of Investment Portfolio
2016-05-13 - Simplified Prospectus
2016-03-31 - IRC Report to Securityholders
2016-05-13 - Annual Information Form
2016-05-31 - Annual Management Report of Fund Performance
2016-03-31 - Financial Statements
2016-03-24 - Yorkville Funds - Budget Proposal Material Change Report
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