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Company Overview
YSO Capital Management, LLC is an independent money management firm founded in 2004. We specialize in equity investments for high net worth individual and institutional investors. Our goal is to provide investors with unparalleled investment management services while maintaining the highest level of ethical standards.
Mission
Our primary mission is to construct and manage portfolios for investors that will deliver solid annual returns while minimizing risks and vulnerability to market volatility. We do so by investing in companies that exhibit the potential for long-term profitability as supported by our comprehensive research. We also employ short positions, cash, and options to strategically manage overall portfolio risk. Our portfolios are typically concentrated in ten to twenty positions. Our investment approach is purposely conservative, but decidedly unconventional, to allow us to create stronger and more efficient portfolios in the long run for our clients.