AUSTIN, Texas--(BUSINESS WIRE)--This past weekend YCG, LLC (“YCG”) marked 10 years of operation. YCG is an independent investment advisory firm wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage. YCG’s flagship strategy, the Concentrated with Option Enhancement Composite, continues to outperform the S&P 500 index since inception through October 31, 2017. “We believe the unique option component separates us from other strategies in the marketplace,” says Will Kruger, Principal and CEO of YCG.
Starting an investment business prior to the financial market crash in 2008 turned out to be good timing. “We tend to shine in down markets,” says founder Brian Yacktman. “It gave us an opportunity early on to prove ourselves.” Starting off with less than two million in AUM, the firm has since grown to over $490 million as of October 31, 2017.
YCG’s detailed investment letters educate existing and prospective clients regarding the firm’s investment philosophy. “We spend a lot of time on our investment letters,” says Elliott Savage. “This practice has helped us to better communicate our process of identifying and investing in businesses that we believe are high quality, possess enduring pricing power, address underpenetrated markets, and are mispriced by other investors.” YCG’s prior investment letters can be viewed at http://www.ycginvestments.com/client_letters.
“We love our work and the clients we serve, and we feel grateful for the opportunities that lie ahead,” says Brian Yacktman.
To visit YCG’s website, go to: http://www.ycginvestments.com
*Since Inception date for the Concentrated with Option Enhancement Composite strategy is July 1, 2008.
About YCG, LLC:
YCG is an independent investment advisory firm wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage. YCG provides professional investment management services to individuals, investment advisors, corporations, endowments, and other institutions through separate account management and through a mutual fund.
YCG is a registered investment advisor. The term “registered” does not imply a certain level of skill or training. The firm was established in 2007 and is not affiliated with any parent organization.
This release is for informational purposes only and is not intended for any individual investor. YCG is not liable for investment decisions made based on the content of this document. YCG does not guarantee the accuracy or reliability of information provided by third parties.
Past performance is no guarantee of future results. The strategy is subject to a number of risks and may not be suitable for all investors. Investment value may fluctuate, and an investor may lose money.
Performance has been calculated on a best efforts basis and in accordance with the firm’s written policies and procedures. Performance is reported in U.S. Dollars. Performance results reflect all income, gains and losses and the reinvestment of interest and other income. All rates of return are reported “NET” of fees.
