YCG, LLC

W. Brett Milam, co-founder and CIO, serves as the primary portfolio manager for all equity and credit strategies. He makes final investment decisions based on the firm's fundamental research process. James B. Dyk III oversees compliance and operations.

YCG primarily uses bottom-up fundamental research, screening for companies with durable competitive advantages, strong balance sheets, and management teams with aligned incentives. The firm does not rely on proprietary sourcing networks; its equity holdings are disclosed via 13F filings (per SEC filings).

YCG operates as an SEC-registered investment adviser (RIA), not a family office. It manages assets for multiple clients, including high-net-worth individuals and institutional investors, and is subject to regular SEC examinations.

YCG primarily manages direct public-equity portfolios and a private credit sleeve. The firm does not publicly report fund-of-funds commitments. Its pooled vehicles are available to accredited investors via separate accounts.

YCG targets large-cap and mid-cap public equities, seeking established companies with proven business models and predictable free cash flow. In its private credit strategy, it focuses on senior secured direct lending to middle-market companies.

YCG avoids highly speculative sectors such as early-stage biotech, pre-revenue technology, and commodity-sensitive businesses without pricing power. The firm also avoids companies with excessive leverage or opaque governance structures.