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YCG Has Strong Conviction in Linde plc (LIN)
YCG LLC, an asset management firm, expressed strong conviction in Linde plc (NASDAQ:LIN) in its fourth-quarter 2025 investor letter. Despite current market trends favoring speculative and AI-themed stocks, YCG focuses on dominant, resilient high-quality stocks like Linde. The firm believes this approach, coupled with opportunistic rebalancing, will yield good long-term risk-adjusted returns, though they acknowledge greater upside potential in certain AI stocks.