Individual Investors
Investment Products for Individuals
We manage products across our strategies for individuals including four mutual funds that we sub-advise for AMG. Information about these funds is available with the links below. For information about separately managed accounts or wrap programs, please contact us directly.
AMG Yacktman Focused Fund
Mutual Fund – Focused
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 Global Fund
Mutual Fund – Global
The AMG Yacktman Global Fund 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.
AMG Yacktman Fund
Mutual Fund – Diversified
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.
AMG Yacktman Special Opportunities Fund
Mutual Fund – Special Opportunities
The AMG Yacktman Special Opportunities Fund is a global all-cap mutual fund that seeks long-term capital appreciation through an intrinsic value-oriented investment approach.
Long-term value investing through the lens of a business owner
Our firm seeks to achieve superior risk-adjusted returns over a full market cycle by employing an objective, patient, and diligent investment approach.
We carefully evaluate the fundamentals of businesses, the nature and durability of earnings, the resilience of operating models, the competitive structure of industries, and the incentives of executives. We have a keen eye for capital allocation, and we are willing to invest in companies that share our long-term view.
Contact Us
Yacktman Asset Management LP
6300 Bridge Point Parkway
Building One, Suite 500
Austin, TX 78730
+1 (512) 767-6705