SCHW - AMG Yacktman Focused Fund Q1 2024 Commentary
2024-06-09 09:35:00 ET
Summary
- Yacktman Asset Management is an Austin, Texas-based investment firm with a focus on value equity investing. We employ an objective, patient, and diligent investment approach and seek to achieve superior investment returns over a full market cycle.
- AMG Yacktman Focused Fund underperformed the Russell 1000 Value Index and the S&P 500 Index in Q1 2024.
- Contributors to performance include Canadian Natural Resources Ltd. and energy companies in the portfolio.
- Detractors from performance include U-Haul and Cognizant Technology Solutions.
Average Annual Returns (%) 1,2 as of 03/31/24
| Q1 |
| YTD |
| 1 Yr |
| 3 Yr |
| 5 Yr |
| 10 Yr |
| 15 Yr |
| 20 Yr |
| Since Inception |
| YAFFX (Class N) |
| 7.58 |
| 7.58 |
| 21.39 |
| 7.54 |
| 11.50 |
| 10.39 |
| 14.75 |
| 10.53 |
| 10.04 3 |
| YAFIX (Class I) |
| 7.61 |
| 7.61 |
| 21.57 |
| 7.76 |
| 11.71 |
| 10.59 |
| - |
| - |
| 11.91 4 |
| Russell 1000® Value Index 5 |
| 8.99 |
| 8.99 |
| 20.27 |
| 8.11 |
| 10.32 |
| 9.01 |
| 13.10 |
| 8.29 |
| 8.44 3 |
| S&P 500® Index 5 |
| 10.56 |
| 10.56 |
| 29.88 |
| 11.49 |
| 15.05 |
| 12.96 |
| 15.63 |
| 10.15 |
| 9.24 3 |