About YCG

YCG, LLC is 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 approximately $770 million in total assets as of June 30, 2019.

YCG endeavors to grow our clients’ wealth by investing primarily 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 shareholders.

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 principals 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

Brian Yacktman

President and Chief Investment Officer
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Will Kruger

Chief Executive Officer
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Elliott Savage

Portfolio Manager
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Brenda-Lee Folch

Operations Manager
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Michael Yacktman

Securities Analyst & Trader
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important milestones

YCG Company Timeline

With over $770 million assets under management (as of June 30, 2019), YCG has come along way from our founding in 2007. Below are some of the key milestones in our firm history.

November 2007
YCG (formerly Yacktman Capital Group, LLC) founded by Brian Yacktman
November 2007
April 2008
Principal and CEO, Will Kruger, joins the firm
April 2008
December 2011
Firm assets under management exceed $100 million
December 2011
August 2012
Elliott Savage, Principal and Co-Portfolio Manager, joins the firm
August 2012
December 2012
YCG launches a mutual fund
December 2012
December 2013
Firm assets under management exceed $250 million
December 2013
December 2017
Firm assets under management exceed $500 million
December 2017