Yield Capital Investors

Risk

A practical framework focused on the probability and magnitude of permanent capital impairment.

Risk framework

Protecting capital begins before investment.

Risk management is embedded in research, valuation, portfolio construction and ongoing review. It is not treated as a separate process applied after a position is established.

Fundamental risk

Industry structure, competitive position, customer concentration, execution and the durability of business economics.

Financial risk

Leverage, refinancing exposure, cash-flow conversion, liquidity and balance-sheet flexibility.

Valuation risk

The assumptions embedded in the price and the margin available for error or changing conditions.

Portfolio risk

Position size, liquidity, correlation, concentration and sensitivity to shared economic drivers.