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 12/31/20. The fund's latest filing disclosed 870MM in positions, representing 238% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 12/31/20. The fund's latest filing disclosed 870MM in positions, representing 238% of the manager's regulatory AUM.
YCG LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
YCG LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MA | 7.1% | Tech | 6.2% | -0.26% | 0 | 35% | ||
| MSCI | 6.62% | Financials | 3.2% | -0.84% | 0 | 7% | ||
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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
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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
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