Investment Strategies
Yacktman invests across a spectrum of strategies
We manage portfolios that span different geographies and market capitalizations. Our flagship strategies are Diversified and Focused, and we also manage a Global strategy and a Special Opportunities strategy.Â
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.
UCITS Fund
Heptagon Yacktman US Equity Fund
AMG Yacktman Special Opportunities Fund
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.