High net worth focus Target high net worth individuals and investment advisers as primary clients, highlighting YCG Funds' boutique, high-touch approach and personalized separate account management alongside a mutual fund offering.

Global champions theme Leverage the Fund’s concentrated, long-term strategy that seeks globally enduring pricing power and growth opportunities, positioning for sales conversations with sophisticated investors seeking risk-adjusted returns.

Diversified distribution Promote the Fund’s distribution through Vigilant Distributors while also emphasizing services to institutions, RIAs, and high net worth clients to broaden channel opportunities.

Transparent risk framing Provide clear, accessible risk and expense disclosures to engage prospects who prioritize understanding potential losses and the cost structure before investing, reinforcing trust and compliance.

Tech-enabled client experience Highlight the firm’s investable product with scalable technology and data-backed service capabilities, underscoring efficiency and modern client servicing as a differentiator for growth in asset management.