Yousif Capital Management, LLC

Investment Strategy

Yousif Capital Management employs a rule-based and model-driven investment process, utilizing a blend of equities, fixed income, and ETFs. Portfolios are constructed using proprietary models benchmarked to industry indices, customized to address each client’s investment objectives and risk tolerance. The firm emphasizes separately managed account solutions, tailoring strategies to each client via written investment policy statements. YCM is capable of accepting investment restrictions and guidelines, and also serves as a sub-adviser for other investment advisers and program sponsors. The process is inherently disciplined, focusing on risk management, and portfolios are managed on a discretionary basis, although some client trading instructions are accepted.