“Sometimes, the best investment opportunities are those where there is a temporary problem, but you can see that the business is sustainable and will come out the other side stronger,” says Brian Yacktman, founder and president of YCG Investments. “Estée Lauder is a global champion that checks every box for us.” View the Article All […]

“The market has entered more of a casino mentality than ever before,” said Brian Yacktman, chief investment officer of YCG Investments, which oversees close to $1 billion in assets. “Anytime momentum is disrupted, it makes people start to question what they’re buying and what they actually own.” Yacktman’s investments include Microsoft, Facebook and Alphabet, and he hasn’t been selling those […]

“We just think that it’s going to be a long time until we know all the answers on both the virus and its impact on the economy. And so, we really think that the best approach is to own a diverse collection of Global Champions with enduring pricing power and long-term volume growth opportunities, that […]

” So I just think that this is a time where things are so unpredictable that the best way…. is to position yourself in these Global Champions that will last. That they have these dominant franchises that can last. They have pricing power. They can continue to have a long runway for growth in the […]

Brian Yacktman has no shortage of anecdotes about investment wisdom gleaned from his father, legendary value manager Don Yacktman. One memory that made a big impression was driving past a car dealership on the way to a baseball game when he was about 10 years old. “I asked my dad if he owns car stocks […]

“So, we think that the best recipe in this environment is to focus on owning a collection of Global Champions that have, ……….. very dominant Network effects, where it allows them to have pricing power.” View the Video     All index and financial terms, definitions, and acronyms can be found on  our Glossary page.  […]