Brian Yacktman comments on Facebook 10 years after IPO
“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...
View the Article/Video
Brian Yacktman discusses boring but dominant business that have been left behind with Bloomberg
"....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...
View the Article/Video
Brian Yacktman on Bloomberg Daybreak Asia discusses the markets, and companies with Pricing Power
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...
View the Article/Video
Brian Yacktman discusses global Toll Takers Moodys, Mastercard and Microsoft with Fox Business
"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...
View the Article/Video
YCG, LLC crosses the Threshold of $1 billion in Assets under Management
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...
View the Article/Video