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2024

Year: 2024

December 31, 2024in Investment Letters0by YCG Team

2301

2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)

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2024 Q3 Investment Letter (Prepared for any Outcome)

September 30, 2024in Investment Letters0by YCG Team

2097

2024 Q3 Investment Letter (Prepared for any Outcome)

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Q2 2024 Investment Letter (The case for FICO)

June 30, 2024in Investment Letters0by YCG Team

1210

Q2 2024 Investment Letter (The case for FICO)

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Q1 2024 Investment Letter (The Signal in the Noise)

March 31, 2024in Investment Letters0by YCG Team

872

Q1 2024 Investment Letter (The Signal in the Noise)

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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

2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)
2024 Q3 Investment Letter (Prepared for any Outcome)
Q2 2024 Investment Letter (The case for FICO)
Q1 2024 Investment Letter (The Signal in the Noise)

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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.

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