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...
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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...
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Brian Yacktman discusses the impact of COVID and the election on markets
"I guess my point is that even if you had tomorrow's newspaper in advance of everybody else, you still don't know how to position the chips because........the markets may not react according to what we all believe consensus is. And...
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Investing in companies with Network Effects and Enduring Pricing Power
Elliott Savage: "...essentially what we are looking for is dominant networks in industries that are growing at least as fast as GDP over time, and that’s kind of the connector across almost all of the positions in the portfolio. A...
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Brian Yacktman on avoiding the epicenter of speculation
"These are really true Global Champions that can perform well in a variety of scenarios. They've actually proven to do well, even in Black Swan events...........So, we like that in a time of great uncertainty, here's a business that can...
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