Skip to content

+1 512.505.2347

info@ycginvestments.com

Form CRS

YouTube
LinkedIn
Instagram
Twitter

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

>

>

March

Month: March 2024

Q1 2024 Investment Letter (The Signal in the Noise)

March 31, 2024in Investment Letters0by YCG Team

944

Q1 2024 Investment Letter (The Signal in the Noise)

…

Recent Posts

2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)
December 31, 2024
2024 Q3 Investment Letter (Prepared for any Outcome)
September 30, 2024
Q2 2024 Investment Letter (The case for FICO)
June 30, 2024
2023 Q4 Investment Letter (How to Navigate Forward in 2024)
December 31, 2023

Topics

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 rising global wealth shareholder minded management team stock market declines switching costs toll-taker untapped pricing power yacktman

Archives

►2024 (4)
►2023 (4)
►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 Us
- The YCG Team
- Subscribe/Contact Us
Strategy
Performance
Commentary
Ways to Invest
- Mutual Fund
- Private Investment Accounts
Press

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)

Join Our Mailing List

"*" indicates required fields

Full Name*

Email*

Type of Subscriber*

Comments

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
info@ycginvestments.com
+1 512.505.2347
Send us a message
Firm ADV Brochure

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.

© 2025 YCG, LLC. All Rights Reserved.

Privacy Statement | Terms and Conditions

YouTube
LinkedIn
Instagram
Twitter

Sign Up

Already have an account?Log in

Sign up

Login

Don't have an account? Click here toSign up

Remember me

Log in

Ready to Invest?

Invest with YCG

Notifications