Investment Strategies

Products Managed/Sub-advised by Yacktman Asset Management

Focused

Stephen Yacktman
Stephen Yacktman, Chief Investment Officer, Partner, and Portfolio Manager

Mutual Funds

AMG Yacktman Focused Fund (YAFFX, YAFIX)

The AMG Yacktman Focused Fund seeks long-term capital appreciation and, to a lesser extent, current income by investing primarily in domestic and foreign equity securities.

AMG Yacktman Focused Fund – Security Selection Only (YFSIX, YFSNX)

The AMG Yacktman Focused Fund – Security Selection Only seeks to generate equity-like rates of return over a full market cycle while managing the level of risk by investing primarily in domestic and foreign equity securities.

Separate Accounts


Hybrid

Separate Accounts


Diversified

Mutual Funds

AMG Yacktman Fund (YACKX)

The AMG Yacktman Fund seeks long-term capital appreciation and, to a lesser extent, current income by primarily investing in common stocks of U.S. companies.

UCITS Fund

Heptagon Yacktman US Equity Fund

Separate Accounts


Special Opportunities

Mutual Funds

AMG Yacktman Special Opportunities Fund (YASLX, YASSX)

The AMG Yacktman Special Opportunities Fund is a global all-cap mutual fund. The fund’s unconstrained mandate allows for a flexible bottom-up investment approach built on in-depth research and fundamental analysis. The fund’s value-oriented investment strategy is focused on securities which are mispriced on an absolute basis and generally results in a concentrated portfolio. The fund is managed with the goal of producing attractive risk-adjusted returns over a full market cycle.