Here’s how YCG’s strategy of buying cyclically unprofitable stock, Apple (AAPL), has paid off

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global ...

YCG has strong conviction in Linde plc (LIN)

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global ...

A Look At TransDigm Group’s Valuation As Investor Letters Renew Market Focus On The Aerospace Supplier

Recent commentary from YCG LLC and YCG Investments has put fresh attention on TransDigm Group (TDG), after their fourth quarter 2025 investor letters highlighted the company’s role supplying highly ...

What Makes TransDigm Group Incorporated (TDG) an Attractive Bet?

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded ...

YCG Investments’ Q4 2025 Investor Letter

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global Broad Market Index returned 3.22%.
Yahoo Finance

YCG’s Updates on Meta Platforms (META)

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global ...
Yahoo Finance

Here’s Why YCG Added Verisk Analytics (VRSK) to Its Portfolio?

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global ...
Morningstar

YCG FUNDS

YCG FUNDS has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating. A source of strength is that the firm has been adept at retaining ...
The Motley Fool

YCG Loads Up Nearly 5,000 Fair Isaac Shares in Q2 2025

The investment adviser increased its position in Fair Isaac by 4,992 shares during the second quarter. The transaction was estimated to be worth $9.37 million. Fair Isaac now comprises 3.2% of the ...
Business Wire

YCG Celebrating 10 Successful Years

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 ...
Business Wire

YCG, LLC Crosses the Threshold of $1 Billion Assets Under Management

AUSTIN, Texas--(BUSINESS WIRE)--Today YCG, LLC (“YCG”) is pleased to announce that the firm has surpassed $1 billion in assets under management. Since the firm’s inception in 2007, YCG has built a ...