News

Articles:

December 13, 2016

Brian Yacktman Interview with Moneylife Host Chuck Jaffe

Transcript

June 23, 2016

Brian Yacktman Interview with Moneylife Host Chuck Jaffe

Transcript

May 25, 2016

An Options-Enhanced Value Strategy, Advisor Perspectives

August 6, 2015

Manual of Ideas Interview with Brian Yacktman & Elliott Savage, Manual of Ideas

July 16, 2015

What's left for eBay after the Paypal breakup?, CNBC.com

September 10, 2013

Another Yacktman Enters '40 Act Country, TheMutualFundWire.com

Performance data quoted represents past performance and past performance does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost. Current performance of the Fund may be higher or lower than the performance quoted. The Fund imposes a 2.00% redemption fee on shares held less than 90 calendar days. Performance data does not reflect the redemption fee. If it had, returns would be reduced. For month-end performance please call 1-855-444-9243. For standard performance please click here.

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Press Releases:

September 24, 2013

Brian Yacktman Launches Mutual Fund (YCGEX) , Market Wired

Launch of the YCG Enhanced Fund (YCGEX)

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S&P 500 Index (SPX) - a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. It is not possible to invest in an index.

Stoxx Europe 600 Index (SXXP) - a broad based inmanaged index of 600 stocks within the European region, which is widely recognized as representative of the European equity market in general. It is not possible to invest in an index. 

Alpha - the excess returns of a fund relative to the return of a benchmark index.

Basis point - a basis point is a unit of measure used in finance to describe the percentage change in the value or rate of a financial instruments. One basis point is equivalent to 0.01% (1/100th of a percent) or 0.0001 in decimal form.

Leverage Ratio - is calculated by taking the net debt of a company and dividing it by earnings before interest, taxes, amortization, and leases to determine the financial leverage of a company. Formula: (debt + capitalized leases - cash) or net debt / earnings before interest, taxes, amortization, and leases.

Spread - the difference between two numerical or qualitative factors.

Cash flow - the cash generated by a business from operations that is left over after spending on maintenance capital expenditures and acquisitions that are required to protect the business. In other words, it’s the cash flow from operations that is free and clear to be distributed to shareholders in the form of dividends and share repurchases, and/or to be allocated towards ways to grow the existing business through means such as “growth” acquisitions or new capital expenditures, and/or simply to pay down debt. Typically, we calculate this by looking at a normalized view of net income plus depreciation and amortization minus the maintenance capital expenditures and acquisitions that are required to protect the business, adjusted for often overlooked items such as pensions, stock option expenses, and leases.

Market Cap - the aggregate valuation of a company based on its current share price and the total number of shares outstanding.

Return on Capital - is a profitability ratio. It measures the return that an investment generates for capital contributors i.e. stockholders. It indicates how effective a company is at turning capital into profits.

Duration - Duration is a measure of the sensitivity of the price - the value of principal - of a fixed-income investment to a change in interest rates. Duration is expressed as a number of years. Bond prices are said to have an inverse relationship with interest rates. Therefore, rising interest rates indicate bond prices are likely to fall, while declining interest rates indicate bond prices are likely to rise.

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The views expressed in these news media links are those of the authors as of the dates of the piece and are not intended as forecasts or as investment recommendations. 

Holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for holdings.

Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.