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