AUSTIN, Texas--(BUSINESS WIRE)--YCG, LLC, formerly known as Yacktman Capital Group, LLC, reached the milestone of a 5-year track record with its flagship Concentrated with Option Enhancement Composite Strategy. The strategy generated 11.16% net annualized returns (06/30/2008 – 06/30/2013), significantly outperforming the S&P 500 index annualized return of 7.01% during the same five year period.
The firm has now launched a no-load mutual fund which utilizes the same investment strategy. The fund is managed by Brian Yacktman, formerly of Yacktman Asset Management, and co-managed by Elliott Savage, formerly of Highside Capital Management, a multi-billion dollar long-short equity hedge fund.
Shortly after launching the fund, YCG welcomed Ronald Ball. Prior to joining the firm, he served as a portfolio manager at Yacktman Asset Management for 20 years.
For more information, you can visit YCG’s website located at www.ycginvestments.com.
About YCG, LLC:
YCG, LLC, with $225 million under management, is an independent investment advisory firm founded in 2007 by Brian Yacktman and Will Kruger. In July 2012, the firm changed its name from Yacktman Capital Group, LLC, to YCG, LLC, to prevent confusion with Yacktman Asset Management.
YCG, LLC (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.