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 |
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For further details see:
AMG Yacktman Focused Fund Q1 2024 Commentary