“We don’t know which of our stocks is necessarily the most attractive at any particular time, or at least I feel like I don’t” Savage said. “In these examples, you notice that we’re not trying to pick a winner from a competitive category. We’re just trying to say, “What are the already dominant winners with […]

“My concerns with regards to the metaverse are that investments are more akin to drilling for oil wells — you might come up empty-handed, you might strike it rich,” said Brian Yacktman, chief investment officer of YCG Investments, which oversees more than $1 billion in assets….Yacktman still owns Meta shares, but his firm hasn’t added to […]

Brian Yacktman “My takeaway as I’ve looked back over this earnings season is that I feel most comfortable being aligned with businesses that have pricing power so that whether we have inflation, deflation, no matter what happens, whatever economic scenario we face, the businesses are robust in the face of that. And so, when I […]

“….so long as we have business being conducted in the world people are going to want to issue debt to lower their cost of capital. And so, these guys, [Moody’s and S&P Global] we view them as just having an evergreen cash flow and that they have pricing power on that Global debt issuance industry […]

“They’re the gatekeepers because they’ve essentially created a globally recognized language all around the world that’s used to rate the riskiness, to communicate the riskiness, of debt. So if you were to try to go around them and use a different language, that’s not well known, your cost of debt actually goes up.” To view […]

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 […]