Investment Philosophy
Investing is often clouded by emotion and the "noise" of the 24-hour news cycle. At Yarborough Asset Management strategies, we believe that successful investing is a discipline grounded in mathematics, patience, and risk management. Our philosophy is built on core pillars designed to protect and grow your assets through various market cycles.
We believe in active management
While passive investing offers a low-cost, "buy and hold" approach for the long term, it often breeds a dangerous sense of complacency. Broad index exposure can create a false sense of security, leaving investors vulnerable when markets shift.
At Yarborough Asset Management Strategies, we believe your portfolio deserves more than an autopilot setting. We watch your investments like a hawk, utilizing active management strategies that align with your tolerance for risk. Contact us to learn more!
We aim to effectively minimize risks
Investing always involves uncertainty, but your long-term success is defined by how those risks are managed. While many believe a simple mix of stocks and bonds is sufficient, true protection requires a more active strategy. At Yarborough Asset Management Strategies we embrace the old sports adage that “Defense wins championships.”
Our disciplined process prioritizes shielding your capital during market declines, ensuring you are positioned to capture growth when the markets rise. Whether you are a conservative saver, or an aggressive strategist, our focused approach helps secure your financial legacy.
We focus on individual stock selection
At YAMS, LLC, we maintain a broad investment universe while focusing our core strategy on individual, domestic stocks with a strong bias toward growth and momentum. Our approach prioritizes highly liquid assets, ensuring your portfolio remains nimble and your capital is easily accessible when needed. By targeting companies with robust upward trajectories, we aim to capture market leadership during expansionary phases. This liquidity-first mindset also provides the flexibility to rotate out of positions quickly, allowing us to proactively protect your wealth when market conditions shift.
We prefer concentrated portfolios
True risk management requires more than simple diversification. While over-diversification can dilute your potential returns, holding too few assets can expose you to significant losses. At YAMS, LLC, we aim to strike a purposeful balance by concentrating client assets primarily into a high-conviction basket of 8–15 individual stocks, cash, and ETFs. This focused approach signifies we only invest where we have the greatest confidence in long-term performance.
Liquidity is king
At YAMS, LLC, the ability to exit investments quickly is a cornerstone of our philosophy. By focusing on highly liquid assets—those easily converted to cash—we manage risk with precision and agility. This liquidity allows us to exit underperforming positions before market shifts exceed your comfort level, preventing the common pitfall of holding a losing investment too long. Furthermore, maintaining a liquid portfolio ensures we are always ready to seize new opportunities that constantly emerge in the marketplace.
Patience is King
Patience is a fundamental virtue of long term investing. Most investors should not expect to double their portfolio value overnight—or even within a year. Successful investing is a marathon, not a sprint. At YAMS, LLC, we believe your financial journey should be a repeatable, adaptable process rooted in a long-term perspective.
While high-return, short-term instruments exist, they often come with extreme volatility and elevated risk. Our team works closely with you to find a good balance of steady investing and strategic trading that aligns with your unique personality profile and financial goals.
Investment Management Built on Logic, Not Emotion
Are you ready for an investment strategy that prioritizes math over myths? Let's discuss how our philosophy can work for your family or organization.