yacktman-asset-managment

Yacktman Quarterly Market Outlook

Many investors are concerned about the challenging equity market environment because of heightened interest rates and elevated valuations. Yacktman has always emphasized a unique value approach that cuts through short-term noise and finds opportunities at the individual business level while maintaining a keen eye on risk management.

Hear from Jason Subotky, Adam Sues, and Molly Pieroni as they share insights on the AMG Yacktman Fund (YACKX) and AMG Yacktman Focused Fund (YAFFX).

Topics covered include:

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