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2022

Year: 2022

December 31, 2022in Investment Letters0by YCG Team

1666

2022 Q4 Investment Letter (Keys to Long Term Investing)

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2022 Q3 Investment Letter (Bear Markets & Recoveries)

September 30, 2022in Investment Letters0by YCG Team

2116

2022 Q3 Investment Letter (Bear Markets & Recoveries)

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2022 Q2 Investment Letter (Understanding Pricing Power)

June 30, 2022in Investment Letters0by YCG Team

3538

2022 Q2 Investment Letter (Understanding Pricing Power)

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2022 Q1 Investment Letter (Wheat on a Chess Board)

March 31, 2022in Investment Letters0by YCG Team

6954

2022 Q1 Investment Letter (Wheat on a Chess Board)

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Topics

AI Alphabet attractive risk-adjusted returns banking Brian Yacktman capital lite conservative balance sheets conservatively levered consumer and business services credit ratings diverse collection of Global Champions diversified 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 long-term volume growth opportunities luxury goods market-timing mispricing market downturn market volatility network effect NIMBY not-in-my-backyard owner operator ownership-minded management teams people filter pricing power purchasing power recession-resistant business shareholder minded management team stock market declines switching costs untapped pricing power yacktman

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YCG IN THE PRESS

2024 YCG Client Conference Webinar [FULL]
Brian Yacktman comments on Nike’s Earnings with Forbes
Brian Yacktman discusses Moody’s in Business Breakdowns Podcast
YCG ranked #34 on CNBC’s Financial Advisor 100 list for 2023

COMMENTARY

2025 Q3 Investment Letter (AI Bubble?)
2025 Q2 Investment Letter (Capitalizing on Market Mispricing)
2025 Q1 Investment Letter (Rock Solid Thesis: The case for owning the Aggregates
2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)

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Austin, TX 78738
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Important Disclosures:

YCG, LLC (“YCG^®“) is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

The financial services and products described on this website are intended to be made available only to persons in the United States. This website does not constitute an offer or recommendation by YCG^® of securities or services to, or a solicitation by YCG^® of an offer to buy securities or services from, any person residing in a jurisdiction outside the United States in which such an offer or solicitation would be unlawful under the applicable laws and regulations. Materials on this website are informational only and should not be taken as investment recommendation or advice of any kind whatsoever (whether impartial or otherwise).

Current and future portfolio holdings are subject to risk. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. YCG^® reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements are not guaranteed. Past performance is not indicative of future results. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

Positions held within each individual account may not be the same from one account to the next. Individual securities may be traded at different times as well as receive different execution prices. In addition, individual accounts may be pursuing similar objectives but may have different investment restrictions. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.

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