YCG Investments

Skip to content

+1 512.505.2347

[email protected]

Form CRS

YouTube
LinkedIn
Instagram
Twitter

Discover YCG
- About YCG
- Subscribe/Contact Us
Strategy
Performance
Commentary
Ways to Invest
Press

>

>

September

Month: September 2012

2012 Q3 - Investment Letter (AON)

September 30, 2012in Investment Letters0by YCG Team

1820

2012 Q3 - Investment Letter (AON)

…

Recent Posts

2023 Q2 Investment Letter (The case for… Canadian Railways, Waste Collection and CME Group
June 30, 2023
2023 Q1 Investment Letter (Banking Crisis)
March 31, 2023
2022 Q4 Investment Letter (Keys to Long Term Investing)
December 31, 2022
2022 Q3 Investment Letter (Bear Markets & Recoveries)
September 30, 2022

Topics

Alphabet attractive risk-adjusted returns banking Brian Yacktman capital lite conservative balance sheets conservatively levered consumer and business services cosmetics credit ratings diverse collection of Global Champions dominant network dominant networks enduring pricing power Estee Lauder family owned business global brands global champions global investing high inside ownership high market share inflation information filter innovation and disruption interest rates investment process long-term volume growth opportunities luxury goods market-timing mispricing market downturn market psychology market volatility network effect owner operator ownership-minded management teams people filter pricing power purchasing power real estate brokerage recession-resistant business rising global wealth shareholder minded management team stock market declines switching costs yacktman

Archives

► 2023 (2)
- ► June (1)
  - 2023 Q2 Investment Letter (The case for... Canadian Railways, Waste Collection and CME Group
- ► March (1)
  - 2023 Q1 Investment Letter (Banking Crisis)
► 2022 (4)
► 2021 (4)
► 2020 (4)
► 2019 (4)
► 2018 (4)
► 2017 (4)
► 2016 (4)
► 2015 (4)
► 2014 (4)
► 2013 (4)
► 2012 (4)
► 2011 (4)
► 2010 (4)
► 2009 (4)
► 2008 (3)

Links

About YCG
- The YCG Team
- Subscribe/Contact Us
Strategy
Performance
Commentary
Ways to Invest
- Mutual Fund
- Private Investment Accounts
Press

YCG IN THE PRESS

YCG ranked #34 on CNBC’s Financial Advisor 100 list for 2023
Brian Yacktman comments on Nike’s Wholesale strategy
Brian Yacktman comments on Facebook 10 years after IPO
Brian Yacktman discusses boring but dominant businesses that have been left behind, with Bloomberg

COMMENTARY

2023 Q2 Investment Letter (The case for… Canadian Railways, Waste Collection and CME Group
2023 Q1 Investment Letter (Banking Crisis)
2022 Q4 Investment Letter (Keys to Long Term Investing)
2022 Q3 Investment Letter (Bear Markets & Recoveries)

Join Our Mailing List

"*" indicates required fields

Full Name*

Email*

Type of Subscriber*

Phone

This field is for validation purposes and should be left unchanged.

Contact Us

YCG, LLC
3207 Ranch Road 620 South
Suite 200
Austin, TX 78738
[email protected]
+1 512.505.2347
Send us a message
Firm ADV Brochure

© 2023 YCG, LLC. All Rights Reserved.

Privacy Statement | Terms and Conditions

YouTube
LinkedIn
Instagram
Twitter

Sign Up

Facebook Google Twitter

or enter your registration credentials

Already have an account?Log in

Sign up

Login

Facebook Google Twitter

or use your login data

Don't have an account? Click here toSign up

Remember me

Log in

Ready to Invest?

Invest with YCG