YCG LLC Overview
Ycg Llc is an investment advisor that manages 365.5 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/13 to 06/30/17. The fund's latest filing disclosed 383MM in positions, representing 105% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 06/30/17. The fund's latest filing disclosed 383MM in positions, representing 105% of the manager's regulatory AUM.
YCG LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
YCG LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CL | 9.15% | Cons. Staples | -3.66% | -0.38% | 0 | 19% | ||
| PEP | 8.57% | Cons. Staples | 1.83% | 0.12% | 0 | 23% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
YCG LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian A. Yacktman | Member & Chief Investment Officer | June-2008 |
| William D. Kruger | Member & Chief Executive Officer | June-2008 |
| Henry E. Savage | Member & Portfolio Manager | August-2012 |
| David D. Jones | Chief Compliance Officer | December-2011 |
YCG LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
YCG LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 5
...
Unlock Full Investment Process Description
...
Unlock Full Investment Process Description
YCG LLC Portfolio Concentration
YCG LLC Location
11701 BEE CAVE ROAD
SUITE 217
AUSTIN, Texas
UNITED STATES, 78738
SUITE 217
AUSTIN, Texas
UNITED STATES, 78738
YCG LLC Contact Information
Phone Number: 512-505-2347
Fax Number: 512-233-2245
Website: https://www.ycginvestments.com
Fax Number: 512-233-2245
Website: https://www.ycginvestments.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here