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YCG Funds

About YCG®

About Us

The YCG Enhanced Fund seeks to help Your Capital Grow® by primarily investing in global champions® with enduring pricing power at prices that we believe will achieve attractive rates of returns without excessive risk.

The Fund’s investment adviser is YCG, LLC (“YCG®”). YCG® is an investment advisory firm based in Austin, Texas. In addition to serving as the investment adviser to the YCG Enhanced Fund (YCGEX), the firm has a history of exceptional performance building focused portfolios for individuals, financial advisers, and institutions. For more information regarding our separately managed accounts, please visit www.ycginvestments.com.

The YCG Enhanced Fund is managed with high conviction through a concentrated global equity strategy. Studies1 show that half of the funds tracked by Morningstar had portfolio managers that had zero dollars in personal assets invested in their own fund. Only twelve percent of the funds tracked had managers who had more than a million dollars of their personal money invested in their own strategy.

Furthermore, Morningstar performed an analysis2 of thousands of mutual funds that showed a strong positive correlation between the size of a manager’s investment and the fund’s subsequent performance.

At YCG®, the portfolio managers each have over a million dollars in the YCG Enhanced Fund and any money invested in stocks outside of the fund is invested in the same equity strategy.

We pride ourselves on being invested alongside our shareholders.

Footnotes:
1 See Barron’s, Fund Managers Who Invest Elsewhere dated July 12, 2014 and Financial Times, “Portfolio managers shun investing in own funds” dated September 18, 2016.

2 See Morningstar articles, “Does Manager Ownership Lead to Better Fund Performance?” dated February 6, 2015 and “Why you should invest with managers who eat their own cooking,” dated March 31, 2015.

For standard performance please click here. Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end may be obtained by calling 1-855-444-9243. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost. Per the Prospectus dated March 31, 2024 the Fund’s Gross expense ratio is 1.19%.

Meet Our Team

  • Brian Yacktman
    Brian Yacktman
  • Will Kruger
    Will Kruger
  • Elliott Savage
    Elliott Savage
  • Michael Yacktman
    Michael Yacktman
  • Lelia Long
    Lelia Long
  • Mike Klassen
    Mike Klassen
  • Brenda-Lee Folch
    Brenda-Lee Folch
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1-855-444-YCGF
3207 Ranch Road 620 South
Suite 200 Austin, TX 78738
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YCG FUNDS © 2019 - 2024 | All Rights Reserved.
Brian Yacktman
Brian Yacktman - Investment Portfolio Manager
Brian Yacktman is a Portfolio Manager for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to founding YCG® in 2007, Brian was an Associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in June, 2004 from Brigham Young University where he graduated cum laude with a B.S. in economics and an M.B.A with an emphasis in finance.
Will Kruger
Will Kruger - Chief Investment Strategist
Will Kruger is the Chief Investment Strategist for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to joining YCG® in 2008, Will was a financial analyst at the Private Banking & Investment Group at Merrill Lynch where he co-managed $1.3 billion of the group’s $10 billion in assets under management for high net worth individuals, endowments, and private foundations. Will joined Merrill Lynch from Brigham Young University where he graduated with a B.S. in accounting.
Elliott Savage
Elliott Savage - Investment Portfolio Manager
Elliott Savage is a Portfolio Manager for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to joining YCG® in 2012, Elliott was a senior analyst at Highside Capital Management, a multi-billion dollar long/short equity hedge fund located in Dallas, TX. Prior to joining Highside in 2003, Elliott worked as an investment banker at Salomon Smith Barney in New York. Elliott joined Salomon Smith Barney from the University of Virginia where he was an Echols Scholar and graduated with distinction with B.A.’s in both Economics and Cognitive Science and a minor in Biology.
Michael Yacktman
Michael Yacktman - Senior Investment Analyst
Michael is a Senior Analyst for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Michael joined YCG® in 2010 from Brigham Young University where he graduated magna cum laude with a B.S. in Economics and a double minor in Business and Mathematics. Michael received his M.B.A. with an emphasis in Investment Management from the McCombs School of Business at the University of Texas, Austin, in 2014 and was also a recipient of the Sord Scholar Award and the Dean’s Award for Academic Excellence.
Lelia Long
Lelia Long - Chief Compliance Officer
Lelia has served as the Fund’s Chief Compliance Officer since March 2016 and joined YCG, LLC in Marchl 2020 as a full time employee of the adviser firm. Prior to Lelia joining YCG®, Lelia worked as a Compliance Consultant for Vigilant Compliance, LLC for 10 years. Prior to Vigilant, Lelia worked for Bank of Ireland Asset Management Limited, a $60 Billion global investment adviser in their Dublin, London, Santa Monica, CA and Greenwich CT offices where she most recently served as Director and Head of Client Services for the North American division of the firm. Her duties included oversight over Client Servicing, Compliance and Marketing. She was involved in the development of adviser functionalities relating to the use of Portfolio Valuation and Performance Measurement systems and Compliance systems. She has led investment adviser Response Teams relating to Client responses for SEC Examinations and has over four decades of Investment Adviser and mutual fund work experience.
Mike Klassen
Mike Klassen - Marketing Director and Wholesaler
Mike Klassen is the Marketing Director and Wholesaler for YCG® Funds and started in this role as of September 2020. Prior to Mike joining YCG® at the beginning of 2020, Mike owned and operated various businesses in the energy, logistics, and healthcare industries and has successfully founded, acquired, and exited these businesses over the last twenty years in various locations throughout the United States.  Mike holds the Series 63 License.
   https://brokercheck.finra.org/individual/summary/7266501
Brenda-Lee Folch
Brenda- Lee Folch - Operations Manager
Brenda-Lee is an Operations Manager at YCG® and joined the firm in 2017. She graduated from the University of Utah with a B.S. in Marketing and a Minor in Classical Civilization in 2003.
Brian Yacktman
Brian Yacktman - Investment Portfolio Manager
Brian Yacktman is a Portfolio Manager for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to founding YCG® in 2007, Brian was an Associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in June, 2004 from Brigham Young University where he graduated cum laude with a B.S. in economics and an M.B.A with an emphasis in finance.
Will Kruger
Will Kruger - Chief Investment Strategist
Will Kruger is the Chief Investment Strategist for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to joining YCG® in 2008, Will was a financial analyst at the Private Banking & Investment Group at Merrill Lynch where he co-managed $1.3 billion of the group’s $10 billion in assets under management for high net worth individuals, endowments, and private foundations. Will joined Merrill Lynch from Brigham Young University where he graduated with a B.S. in accounting.
Elliott Savage
Elliott Savage - Investment Portfolio Manager
Elliott Savage is a Portfolio Manager for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Prior to joining YCG® in 2012, Elliott was a senior analyst at Highside Capital Management, a multi-billion dollar long/short equity hedge fund located in Dallas, TX. Prior to joining Highside in 2003, Elliott worked as an investment banker at Salomon Smith Barney in New York. Elliott joined Salomon Smith Barney from the University of Virginia where he was an Echols Scholar and graduated with distinction with B.A.’s in both Economics and Cognitive Science and a minor in Biology.
Michael Yacktman
Michael Yacktman - Senior Investment Analyst
Michael is a Senior Analyst for the YCG Enhanced Fund and has served in that capacity since the inception of the fund. Michael joined YCG® in 2010 from Brigham Young University where he graduated magna cum laude with a B.S. in Economics and a double minor in Business and Mathematics. Michael received his M.B.A. with an emphasis in Investment Management from the McCombs School of Business at the University of Texas, Austin, in 2014 and was also a recipient of the Sord Scholar Award and the Dean’s Award for Academic Excellence.
Lelia Long
Lelia Long - Chief Compliance Officer
Lelia has served as the Fund’s Chief Compliance Officer since March 2016 and joined YCG, LLC in Marchl 2020 as a full time employee of the adviser firm. Prior to Lelia joining YCG®, Lelia worked as a Compliance Consultant for Vigilant Compliance, LLC for 10 years. Prior to Vigilant, Lelia worked for Bank of Ireland Asset Management Limited, a $60 Billion global investment adviser in their Dublin, London, Santa Monica, CA and Greenwich CT offices where she most recently served as Director and Head of Client Services for the North American division of the firm. Her duties included oversight over Client Servicing, Compliance and Marketing. She was involved in the development of adviser functionalities relating to the use of Portfolio Valuation and Performance Measurement systems and Compliance systems. She has led investment adviser Response Teams relating to Client responses for SEC Examinations and has over four decades of Investment Adviser and mutual fund work experience.
Mike Klassen
Mike Klassen - Marketing Director and Wholesaler
Mike Klassen is the Marketing Director and Wholesaler for YCG® Funds and started in this role as of September 2020. Prior to Mike joining YCG® at the beginning of 2020, Mike owned and operated various businesses in the energy, logistics, and healthcare industries and has successfully founded, acquired, and exited these businesses over the last twenty years in various locations throughout the United States.  Mike holds the Series 63 License.
   https://brokercheck.finra.org/individual/summary/7266501
Brenda-Lee Folch
Brenda- Lee Folch - Operations Manager
Brenda-Lee is an Operations Manager at YCG® and joined the firm in 2017. She graduated from the University of Utah with a B.S. in Marketing and a Minor in Classical Civilization in 2003.