December 31, 2025in Investment Letters0by YCG Team471 2025 Q4 Investment Letter (Focused on the Long-Term, and TransDigm, Linde and Meta) …
June 30, 2025in Investment Letters0by YCG Team1569 2025 Q2 Investment Letter (Capitalizing on Unregulated Pricing Power) …
September 30, 2023in Investment Letters0by YCG Team3263 2023 Q3 Investment Letter (Understanding Return on Invested Capital) …
