“…they’re one of the largest luxury cosmetics companies in the world and what we like about that is that they have a network of brands and a network of consumers all over the world who associate their brands with wealth, status, and beauty and so people buy their products to socially signal their status and these signals are only reliable as long as they’re costly. This enables Estee Lauder to keep raising their prices over time. And so that’s why we like the company in general. But in terms of earnings, I would say that it’s a good time because with the recent coronavirus fears, it’s giving investors a great opportunity to buy a great business on short-term fears.”
All index and financial terms, definitions, and acronyms can be found on our Glossary page.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
Earnings Growth is not a measure of the Fund’s future performance.
As of 03/31/2020 the YCG Enhanced Fund downside capture ratio was 85% of the S&P 500’s downside comparing the fund and the index over a 3 year period. The upside capture for the Fund relative to the S&P 500 over the same time period was 96%.
For standardized performance, current expense ratios, and Morningstar ratings, 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.
