Yacktman Quarterly Update


About this Webcast

In Yacktman’s view, valuations are still very elevated heading into 2023 and future earnings are likely under pressure, which is historically not a good combination. Yacktman is one of the few active managers that remains committed to its approach of building a portfolio based on individual businesses with a keen eye on risk.

Yacktman Asset Management has been a leader in value investing with one of the most unique investment approaches in the industry, the goal being solid risk-adjusted rates of return over the long term.

In this quarterly webcast, please join Stephen Yacktman, Partner and CIO, Jason Subotky, Partner and Portfolio Manager, and Adam Sues, Partner and Portfolio Manager, as they share their insights on the portfolio.

Topics covered include:

  • Position changes that occurred during the quarter
  • Current holdings
  • Market outlook

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