YCG®, LLC, an asset management firm with a history of exceptional performance building focused portfolios for individuals, financial advisers, and institutions. Founded in 2007 and located in Austin, Texas, YCG® manages $1.54 billion in total assets as of September 30, 2024.
YCG® endeavors to help Your Capital Grow® by primarily investing in global champions® with enduring pricing power at prices that we believe will achieve attractive rates of returns without excessive risk.
We manage our client portfolios with high conviction through a concentrated global equity strategy. Studies[1] show that half of the funds tracked by Morningstar had portfolio managers that had zero dollars in personal assets invested in their own fund. Only twelve percent of the funds tracked had managers who had more than a million dollars of their personal money invested in their own strategy.
Furthermore, Morningstar performed an analysis[2] of thousands of mutual funds that showed a strong positive correlation between the size of a manager’s investment and the fund’s subsequent performance.
At YCG®, the portfolio managers each have well over a million dollars in the same equity strategy as our clients.
We pride ourselves on being invested alongside our clients.
Footnotes:
1 See Barron’s, Fund Managers Who Invest Elsewhere dated July 12, 2014 and Financial Times, “Portfolio managers shun investing in own funds” dated September 18, 2016.
2 See Morningstar articles, “Does Manager Ownership Lead to Better Fund Performance?” dated February 6, 2015 and “Why you should invest with managers who eat their own cooking,” dated March 31, 2015.
Our Values
The Three "I"s
As the partners of the firm, Brian Yacktman, Will Kruger and Elliott Savage strive to implement these three values — Integrity, Intensity, and Intelligence — in all aspects of the firm’s operations, services and management.
We believe in integrity of character among our partners, employees, and our clients.
We believe in focusing upon our intense passion for investing and exemplary client service. We believe in maintaining discipline to our investment philosophy and process, even when out of favor among the masses.
We believe risk is mitigated by the assimilation of all available knowledge and doing thorough due diligence on potential investments. We believe in searching everywhere to identify high return investments without putting our clients, and our own, capital at high risk.
Meet Our Team
important milestones
YCG® Company Timeline
With over $1.54 billion in assets under management (as of September 31, 2024), YCG® has come a long way from our founding in 2007. Below are some of the key milestones in our firm history.