Ycg, LLC

YCG, LLC is an independent registered investment advisory firm established on November 5, 2007, offering professional discretionary investment management services to various clients, including open-end investment management companies, individuals, trusts, and institutions. The firm is 100% owned by its principals, including Mr. Brian Yacktman, Mr. William Kruger, and Mr. Elliott Savage. YCG manages stock portfolios using proprietary fundamental research, primarily investing in equity securities to achieve high, risk-adjusted returns. The firm tailors its advisory services to individual client needs, with a Concentrated Strategy of 15-50 holdings for Separate Account Clients. YCG does not use wrap fee programs or offer financial planning services. As of December 31, 2024, the firm managed approximately $1.502 billion in assets on a discretionary basis. Fees are based on a percentage of assets under management, with a minimum account size typically set at $1,000,000 for Separate Account Clients and $20,000,000 for Institutional Clients. YCG does not charge performance-based fees, and fees are billed quarterly in arrears. The firm acts as a fiduciary under ERISA and does not receive compensation for the sale of securities. Clients have investment discretion with the ability to impose restrictions on their accounts. YCG generally does not vote on client securities but may do so upon mutual agreement. The firm has no financial conditions impairing its ability to meet contractual requirements.