UHAL - AMG Yacktman Fund Q1 2024 Commentary
2024-06-09 10:40:00 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 Fund Class I shares returned 7.54% for Q1 2024, underperforming the Russell 1000 Value Index and lagging the S&P 500 Index.
- Contributors to performance include Canadian Natural Resources Ltd. and Bolloré.
- Detractors from performance include U-Haul, Embecta, and GrafTech.
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 3 |
| YACKX (Class I) |
| 7.54 |
| 7.54 |
| 20.94 |
| 8.11 |
| 11.60 |
| 10.14 |
| 14.47 |
| 10.20 |
| 10.57 |
| Russell 1000 ® Value Index 4 |
| 8.99 |
| 8.99 |
| 20.27 |
| 8.11 |
| 10.32 |
| 9.01 |
| 13.10 |
| 8.29 |
| 9.85 |
| S&P 500 ® Index 4 |
| 10.56 |
| 10.56 |
| 29.88 |
| 11.49 |
| 15.05 |
| 12.96 |
| 15.63 |
| 10.15 |
| 10.47 |