Elliott Savage: “We could talk about the relative merits of network effects versus brands versus switching costs, and so on, but we believe a discussion of this sort doesn’t provide a completely satisfying answer. At their core, we believe the best businesses in the world, those with meaningful pricing power and durably superior economics, have […]

YCG, LLC, formerly known as Yacktman Capital Group, LLC, reached the milestone of a 5-year track record with its flagship Concentrated with OptionEnhancement Composite Strategy. The firm has now launched a no-load mutual fund, the YCG Enhanced Fund (YCGEX) at the end of last year which utilizes the same investment strategy. The fund is managed […]