AUSTIN, TEXAS, November 19th, 2020 – Today YCG, LLC (“YCG”) is pleased to announce that the firm has surpassed $1 billion in assets under management. Brian Yacktman, President, Founding Partner, President and Chief Investment Officer of YCG, thinks that the firm’s returns are just one part of the equation, however.   “These past few years, we […]

Brian Yacktman: “…..we just don’t pick stocks based on who wins the election. We just think the best approach is to own Global Champions that we think will yield great results in multiple scenarios. “ To listen to the full interview via SoundCloud click here All index and financial terms, definitions, and acronyms can be […]

“I guess my point is that even if you had tomorrow’s newspaper in advance of everybody else, you still don’t know how to position the chips because……..the markets may not react according to what we all believe consensus is.  And so it just gets so difficult as you’re trying to predict what consensus is coming […]

Elliott Savage: “…essentially what we are looking for is dominant networks in industries that are growing at least as fast as GDP over time, and that’s kind of the  connector across almost all of the positions in the portfolio. A quick point on why network effects are so powerful. The reason is that value scales […]

“These are really true Global Champions that can perform well in a variety of scenarios.  They’ve actually proven to do well, even in Black Swan events………..So, we like that in a time of great uncertainty, here’s a business that can continue to act as a toll taker on Global Insurance activity.” View the Video All […]

“……it does feel a little bit like the calm before the storm. But at the same time, we’re not saying to evacuate because we feel like there’s plenty of Global Champion stocks where investors can take refuge from the storm. Because I feel it’s unpredictable, I think the right move is to think long-term and […]