The YCG Enhanced Fund primarily seeks to invest 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. Studies 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 analysis 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.
 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.
 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, 2021 the Fund’s Gross expense ratio is 1.19%.