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...
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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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