YCG, LLC

YCG provides discretionary portfolio management to a mix of individual and institutional clients, including separately managed accounts and an open‑end mutual fund. The firm states it manages accounts for individuals, investment advisers, trusts, other institutions and a mutual fund, and it generally implements a percentage-of-AUM advisory relationship.

The firm follows a bottom‑up, concentrated equity approach (typically 15–50 holdings) focused on businesses with enduring pricing power and long-term compounding potential, using proprietary fundamental research. In some accounts — including the mutual fund’s “option enhancement” sleeve and certain separately managed accounts — YCG writes put and covered‑call options and may employ margin/borrowing, which the brochure describes as an explicit part of its toolkit and risk disclosures.

YCG’s profile is notable for managing a mutual fund and other investment company clients in addition to separately managed accounts, a capability the brochure highlights alongside institutional minimums and fund-specific restrictions. The firm also discloses a material relationship with a fund distributor and operates with a relatively small advisory team overseeing over $1.5 billion in discretionary assets while not offering standalone financial planning services.