YCG Funds

YCG is a high-touch investment boutique asset management firm offering services via separate accounts and a mutual fund.

General Information
Company Name
YCG Funds
Founded Year
2007
Location (Offices)
Austin, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services
Funding Stage
-
Social Media

YCG Funds - Company Profile

YCG Funds is a high-touch investment boutique asset management firm that offers personalized financial services to high net worth individuals, investment advisers, and other institutions through separate account management and a mutual fund. Established in 2007, YCG, LLC serves as the Adviser to the YCG Enhanced Fund (YCGEX). The Fund focuses on achieving high risk-adjusted returns by investing in global champions with enduring pricing power and long-term growth opportunities. YCG Funds operates within the Financial Services industry and is headquartered in the United States. The company's approach involves a concentrated, long-term investment strategy targeting capital-lite opportunities. YCG Funds emphasizes the importance of carefully considering the Fund's investment objectives, risks, charges, and expenses before investing, highlighting that mutual fund investing involves risk and potential principal loss. The firm is committed to maintaining relevant and topical social media contributions, leveraging a commenting policy that reserves the right to moderate and remove inappropriate content, ensuring the integrity of discussions related to the open-end fund business. YCG Enhanced Fund is distributed by Vigilant Distributors, LLC. Currently, there is no available information regarding their last investment or the respective investors. More details can be obtained through the YCG Funds official website.

Taxonomy: Boutique Firm, High-Touch Services, Separate Accounts, Mutual Fund, Personalized Financial Services, Professional Financial Services, High Net Worth Individuals, Investment Advisers, Institutions, Global Investing, Long-Term Investing, Active Management, Stocks, Risk-Adjusted Returns

Funding Rounds & Investors of YCG Funds (0)

View All

There is no investment information

Latest News of YCG Funds

View All

No recent news or press coverage available for YCG Funds.

Similar Companies to YCG Funds

View All
Buffalo Funds - Similar company to YCG Funds
Buffalo Funds Distributed by Quasar Distributors, LLC
Timothy Plan® - Similar company to YCG Funds
Timothy Plan® Rethinking the way you think about investing.
Royce Investment Partners - Similar company to YCG Funds
Royce Investment Partners Small-cap specialists since 1972.
Thompson IM Funds, Inc. - Similar company to YCG Funds
Thompson IM Funds, Inc. The Thompson IM Funds are distributed by Quasar Distributors, LLC.
AXS Investments - Similar company to YCG Funds
AXS Investments Access distinctive exposures for investing and trading