Barron’s – Brian Yacktman comments on Estée Lauder
“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...
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Brian Yacktman comments on Tech names Microsoft and Facebook
“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...
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Elliott Savage discusses the impact of the Panademic on Economic Recovery
"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...
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Brian Yacktman discusses investment opportunities in globally networked companies Amadeus, CBRE and Adidas
" 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...
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Barrons : Investing in Pricing Power
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...
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