Insights

Niche Market Focus YCG Funds specializes in personalized investment management for high net worth individuals and institutional clients, offering tailored solutions that could benefit from premium financial products and advisory services.

Growth Potential With a revenue range of one to ten million dollars and a small team of fewer than ten employees, YCG presents opportunities for scalable technology integrations and operational efficiencies to support future growth.

Innovative Investment Strategy The firm emphasizes a long-term, concentrated approach investing in global champions, indicating openness to advanced analytics and data-driven tools that can enhance portfolio management and risk assessment.

Competitive Positioning As a boutique firm comparable to larger players like T. Rowe Price and Fidelity, YCG may be interested in differentiated value offerings such as ESG integration, specialized financial products, or digital transformation services.

Technology Utilization Using a modern tech stack including MySQL, jQuery, and HTTP/3, YCG values efficient, secure, and scalable technology solutions, presenting opportunities for collaborations in fintech innovation and cybersecurity enhancements.

YCG Funds Tech Stack

YCG Funds uses 8 technology products and services including MySQL, Twemoji, Font Awesome, and more. Explore YCG Funds's tech stack below.

  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • Genesis Framework
    Web Platform Extensions
  • Gravity Forms
    Web Platform Extensions

Media & News

YCG Funds's Email Address Formats

YCG Funds uses at least 1 format(s):
YCG Funds Email FormatsExamplePercentage
First@ycgfunds.comJohn@ycgfunds.com
50%
First@ycgfunds.comJohn@ycgfunds.com
50%

Frequently Asked Questions

Where is YCG Funds's headquarters located?

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YCG Funds's main headquarters is located at 3207 Ranch Road 620 South, Suite 200 Austin, Texas 78738, US. The company has employees across 1 continents, including North America.

What is YCG Funds's official website and social media links?

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YCG Funds's official website is ycgfunds.com and has social profiles on LinkedIn.

What is YCG Funds's SIC code NAICS code?

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YCG Funds's SIC code is 6722 - Management Investment Offices, Open-End NAICS code is 5239 - Other Financial Investment Activities.

How many employees does YCG Funds have currently?

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As of December 2025, YCG Funds has approximately 10 employees across 1 continents, including North America. Key team members include Cio & Portfolio Manager: B. Y.Owner: B. W.Portfolio Manager: E. S.. Explore YCG Funds's employee directory with LeadIQ.

What industry does YCG Funds belong to?

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YCG Funds operates in the Investment Management industry.

What technology does YCG Funds use?

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YCG Funds's tech stack includes MySQLTwemojiFont AwesomejQuery MigratejQueryHTTP/3Genesis FrameworkGravity Forms.

What is YCG Funds's email format?

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YCG Funds's email format typically follows the pattern of First@ycgfunds.com. Find more YCG Funds email formats with LeadIQ.

When was YCG Funds founded?

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YCG Funds was founded in 2007.

YCG Funds

Investment ManagementUnited States2-10 Employees

YCG is a high-touch, investment boutique asset management firm that offers personalized and professional financial services to high net worth individuals, investment advisers, and other institutions through separate account management and through a mutual fund. YCG, LLC is the Adviser to the YCG Enhanced Fund (YCGEX) “the Fund”. The Fund seeks to achieve high risk-adjusted returns using a concentrated, long-term approach by investing in global champions with enduring pricing power and long-term growth opportunities that are capital lite. 

IMPORTANT DISCLOSURE INFORMATION: THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES MUST BE CONSIDERED CAREFULLY BEFORE INVESTING. THE PROSPECTUS AND SUMMARY PROSPECTUS CONTAIN THIS AND OTHER IMPORTANT INFORMATION ABOUT THE YCG ENHANCED FUND, AND MAY BE OBTAINED BY CALLING 855-444-9243, OR VISITING WWW.YCGFUNDS.COM. READ IT CAREFULLY BEFORE INVESTING. MUTUAL FUND INVESTING INVOLVES RISK. PRINCIPAL LOSS IS POSSIBLE.

Terms of Use and Commenting Policy: Social media users should ensure that their contributions to YCG content are relevant and topical. Comments on our social media platforms are moderated and reviewed, and at our sole discretion we reserve the right to delete comments with obscene or inflammatory language, threats, ads or promotions, spam, copyright or trademark infringements, unrelated messages, other messages not pertaining to YCG’s open-end fund business, or references to legal violations. Promotion of investments, including testimonials, investment advice, or recommendations about specific securities, products, and/or services, are also subject to removal. 

The YCG Enhanced Fund is distributed by Vigilant Distributors, LLC.

Section iconCompany Overview

Headquarters
3207 Ranch Road 620 South, Suite 200 Austin, Texas 78738, US
SIC Code
6722 - Management Investment Offices, Open-End
NAICS Code
5239 - Other Financial Investment Activities
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    YCG Funds's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    YCG Funds's revenue is estimated to be in the range of $1M$10M

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