Here’s How YCG’s Strategy of Buying Cyclically Unprofitable Stock, Apple (AAPL), Has Paid Off
YCG's investment strategy in Apple shows significant returns.
YCG LLC's fourth-quarter 2025 investor letter emphasizes its strategy of purchasing cyclically unprofitable stocks, notably Apple Inc. (AAPL), which has yielded positive results. Despite a recent one-month decline of 6.25%, Apple shares have appreciated 13.18% over the past year, closing at $257.46 on March 6, 2026. YCG's approach involves opportunistically rebalancing its portfolio, focusing on resilient companies to achieve favorable long-term returns.
Key Takeaways
- 1.
YCG Investments trimmed its Apple holdings when the stock was down, later benefiting as Apple shares rose 13.18% over the past year.
- 2.
Apple Inc. closed at $257.46 per share on March 6, 2026, with a market cap of $3.79 trillion.
- 3.
169 hedge funds held Apple Inc. at the end of Q4 2025, up from 166 the previous quarter.
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