Gary D. Halbert, President; Halbert Wealth Management

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YCG Investments
YCG Concentrated Composite

YCG seeks to produce absolute returns through its selection of stocks that its value-style analysis indicates are priced below their intrinsic values. Typical candidates include businesses that are less cyclical, less capital intensive and are growing their intrinsic value. The goal is to be fully invested in stocks, with accounts typically holding 15 to 30 stock positions. As a result, YCG does not move to cash in a down market and is not limited to any particular company size or industry, so it has the flexibility to invest in virtually any sector, industry or market cap. Read more >>

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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
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