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Yacktman Quarterly Update

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About this Webcast

The third quarter of 2022 showed a volatile market effected by inflation, rising interest rates, and geopolitical factors, leaving investors uncertain about the future. Historically, market downturns are when Yacktman outperforms by remaining committed to the Firm’s core values and investment discipline.

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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