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YCG Enhanced Fund | YCGEX Mutual Fund | Home - YCG Funds

The YCG Enhanced Fund - YCGEX - is a mutual fund that seeks to achieve high risk-adjusted returns using a concentrated, long-term approach. The fund is managed by YCG, LLC, an advisory firm baed in Austin, Texas, which is wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage.

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YCG

William Kruger

11701 Bee ●●●●●●●●●● Suite 217

Au●●in , TX, 78738

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The YCG Enhanced Fund - YCGEX - is a mutual fund that seeks to achieve high risk-adjusted returns using a concentrated, long-term approach. The fund is managed by YCG, LLC, an advisory firm baed in Austin, Texas, which is wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage.
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YCG Enhanced Fund | YCGEX Mutual Fund | Home - YCG Funds | ycgfunds.com Reviews

https://ycgfunds.com

The YCG Enhanced Fund - YCGEX - is a mutual fund that seeks to achieve high risk-adjusted returns using a concentrated, long-term approach. The fund is managed by YCG, LLC, an advisory firm baed in Austin, Texas, which is wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage.

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1

YCG Enhanced Fund | YCGEX Mutual Fund | Literature - YCG Funds

http://www.ycgfunds.com/literature

Statement of Additional Information (SAI). Risk/Return Summary - XBRL Version. Annual and Semi-Annual Reports Archive:. If you would like information regarding our separately managed accounts, please visit www.ycginvestments.com. Please refer to the prospectus. References to other mutual funds should not be interpreted as an offer of those securities. Diversification does not assure a profit or protect against a loss in a declining market. The YCG Enhanced Fund is distributed by Quasar Distributors, LLC.

2

YCG Enhanced Fund | YCGEX Mutual Fund | About Us - YCG Funds

http://www.ycgfunds.com/about-us

About YCG - Overview. The Fund’s investment adviser is YCG, LLC ( YCG ). YCG is an investment advisory firm based in Austin, Texas. In addition to serving as the investment adviser to the YCG Enhanced Fund (YCGEX), YCG offers professional investment management services to individuals, investment advisers, and institutions through separate account management. For more information regarding our separately managed accounts, please visit www.ycginvestments.com. YCG is wholly owned by its principals. For impo...

3

YCG Enhanced Fund | YCGEX Mutual Fund | Philosophy Overview - YCG Funds

http://www.ycgfunds.com/philosophy

YCG employs a disciplined investment strategy seeking primarily equities of any market capitalization that we believe will produce high, risk-adjusted, forward rates of return (i.e. the long-term compound annualized return that we believe a given security will achieve when purchased at the current market price). However, we are opportunists and may occasionally invest in other asset classes. As a means to generate additional income and to enter and exit positions. Please refer to the prospectus. The Fund...

4

YCG Enhanced Fund | YCGEX Mutual Fund | Fund - YCG Funds

http://www.ycgfunds.com/ycg-enhanced-fund

The Fund seeks to maximize long-term capital appreciation consistent with reasonable investment risk. For a performance update on the fund, click on the link below. Fund Performance as of 09/30/2016. Fact Sheet:  . Fact Sheet as of 09/30/2016. Portfolio Holdings as of 09/30/2016. Historical Fund Distributions as of 12/31/2015. If you would like information regarding our separately managed accounts, please visit www.ycginvestments.com. Please refer to the prospectus.

5

YCG Enhanced Fund | YCGEX Mutual Fund | News - YCG Funds

http://www.ycgfunds.com/news

May 25, 2016. An Options-Enhanced Value Strategy. April 26, 2016. Why Owning 'Boring' Stocks Works,. February 10, 2016. Brian Yacktman Interview with Moneylife Host Chuck Jaffe. August 6, 2015. Manual of Ideas Interview with Brian Yacktman and Elliott Savage. July 16, 2015. What's left for eBay after the Paypal breakup? September 24, 2014. Colgate Takeover Odd Rise Amid Megamergers: Real M&A. June 30, 2014. A Stock-Put Play on Western Union. September 10, 2013. Another Yacktman Enters '40 Act Country.

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YCG - Manager Audio Updates

http://www.yacktmancap.com/audio_updates

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Q2 2013 Conference Call. You must have flash installed to listen to this audio update. Posted: June 30, 2013. Q1 2013 Conference Call. You must have flash installed to listen to this audio update. Posted: March 31, 2013. Q4 2012 Conference Call. You must have flash installed to listen to this audio update. Posted: December 31, 2012. Q3 2012 Conference Call. You must have...

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YCG - Latest Thoughts

http://www.yacktmancap.com/thoughts

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Brian Yacktman and YCG's investment team periodically write up-to-date investment thoughts right here on this blog page. Nike - Just Do It! Brexit surprise, now bubble territory? Wells Fargo: A Heuristic Opportunity. The Characteristics of the Best Businesses in World and Colgate as a Case Study. Nike - Just Do It! Posted by: Brian Yacktman July 26, 2016 Permalink. Disco...

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YCG - Strategies

http://www.ycginvestments.com/strategies

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. More detailed information can be found under Philosophy. We implement this philosophy through two different strategies which vary in concentration:. Ultra-concentrated (approximately 5-15 holdings). Concentrated (approximately 15-50 holdings). In addition to concentration, we offer our clients the ability to enhance returns through our option enhancement component.

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YCG - About Us

http://www.ycginvestments.com/about_us

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. YCG is an independent registered investment advisory firm with the SEC, wholly owned by its principals Brian Yacktman, Will Kruger, and Elliott Savage. The firm offers professional investment management services to individuals, investment advisers, trusts, endowments and other institutions through separate account management and through a mutual fund.

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YCG - Overview

http://yacktmancap.com/philosophy

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Once we have determined the companies in which we would like to become business owners, we may use “ option enhancement. Rdquo; as a means to generate additional income and to enter and exit positions. Ldquo;The ideal investment would rank highly on all three 'P's; however, we are flexible if the risk reward ratio is sufficient.”. Mdash; Brian Yacktman.

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YCG - Investment and Advisory Services

http://www.ycginvestments.com/sitemap

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Site Map for YCGInvestments.com.

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YCG - Latest Thoughts

http://www.ycginvestments.com/thoughts

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Brian Yacktman and YCG's investment team periodically write up-to-date investment thoughts right here on this blog page. Nike - Just Do It! Brexit surprise, now bubble territory? Wells Fargo: A Heuristic Opportunity. The Characteristics of the Best Businesses in World and Colgate as a Case Study. Nike - Just Do It! Posted by: Brian Yacktman July 26, 2016 Permalink. Disco...

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YCG - Performance

http://www.ycginvestments.com/performance

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. 1 2016-09-30 Concentrated with Option Enhancement Composite Presentation (updated quarterly). 2 2016-09-30 Concentrated with Option Enhancement Composite Monthly Returns (updated monthly). 3 2016-09-30 Concentrated Composite Presentation (updated quarterly). 4 2016-09-30 Concentrated Composite Monthly Returns (updated monthly). YCG Firmwide GIPS Verification Report.

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YCG - News Items

http://www.ycginvestments.com/newsroom

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. Our Newsroom provides a place for our clients and the general public to read any press releases regarding our firm. Please find below the links to such articles and news releases for your reading pleasure. Young Fellas, True Disciples. Welling on Wall St. June 03, 2016. An Options-Enhanced Value Strategy. May 25, 2016. Why Owning 'Boring' Stocks Works. April 26, 2016.

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YCG Enhanced Fund | YCGEX Mutual Fund | Home - YCG Funds

Ldquo;If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman. The YCG Enhanced Fund (YCGEX). We invest alongside you. We focus on risk-adjusted forward rates of return. We employ a distinctive "option enhancement" component. We seek high quality businesses. We implement a concentrated investment approach. We invest for the long-term. Please refer to the prospectus. The YCG Enhanced Fund is distributed by Quasar Distributors, LLC.

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