Yacktman Asset Management LP is the successor to Yacktman Asset Management Co., which was founded in 1992. Chief Investment Officer Stephen Yacktman leads our experienced investment team.
Mr. Stephen Yacktman is Chief Investment Officer, Partner, and Portfolio Manager at Yacktman Asset Management. He joined Yacktman Asset Management in 1993. He has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002 and AMG Yacktman Global Fund since inception. Between 1996 and 2005 he helped build 1-800 CONTACTS from a startup to the leading seller of contact lenses in the world. He was a member of the 1-800 CONTACTS board and served as chair of the audit and compensation committees. In 2006 he was named Co-Chief Investment Officer of Yacktman Asset Management. Stephen was a finalist for Morningstar’s Domestic-Stock Manager of the Year award in 2011. He graduated from Brigham Young University with an economics degree and MBA. Stephen is a member of the Management Committee of the firm.
Mr. Subotky is Partner and Portfolio Manager at Yacktman Asset Management. He joined the firm in 2001, having previously worked at a family office and as a Vice President at Goldman Sachs. Mr. Subotky received a bachelor’s degree in Music from the University of Southern California and an MBA from Brigham Young University. Jason is a co-manager for AMG Yacktman Focused Fund, AMG Yacktman Fund, and AMG Yacktman Global Fund. Jason is a member of the Management Committee.
Mr. Wilkins is Partner and Portfolio Manager at Yacktman Asset Management. Prior to joining the firm in 1998, he was a Senior Business Analyst at Electronic Data Systems Corp. Mr. Wilkins holds a B. A. in Asian Studies and Japanese from Brigham Young University and an MBA from Pepperdine University. Russell is a member of the Management Committee.
Mr. Sues is Partner and Portfolio Manager at Yacktman Asset Management. He joined the firm in 2013, and is the portfolio manager for the AMG Yacktman Special Opportunities Fund. Adam is also co-manager for the AMG Yacktman Focused Fund, AMG Yacktman Fund, and AMG Yacktman Global Fund. From 2010-2013, he was the founder and author of Value Uncovered, an investment website focused on value-oriented stock research and fundamental analysis. Adam holds a B. A. in Business Administration from Mount Union College and an MBA from the University of North Carolina Kenan-Flagler Business School.
Ms. Pieroni is Partner and President at Yacktman Asset Management. Prior to Yacktman, Molly founded MC2 Institute, an executive advisory firm serving major technology, industrial, financial services and business services companies. Prior to MC2, she served on the leadership team of Highside Capital, a $5B global equity long short hedge fund based in Dallas and New York. Before joining Highside, Molly was a co-founder of JatoTech Ventures, an early-stage technology venture capital firm. JatoTech’s portfolio companies were acquired by Broadcom, Silicon Labs, Intel and Qualcomm. Prior to JatoTech, Molly was a Principal at Boston Consulting Group, and she was part of the initial team that established the Dallas office for the firm. Molly began her career as an investment banking analyst in New York. Molly holds a BBA from William and Mary and an MBA from Harvard.
Mr. Frock is Senior Analyst /Trader. Chase joined Yacktman Asset Management in 2009. Prior to that, he worked as a performance analyst for Atlantic Trust Private Wealth Management. Mr. Frock holds a BBA in Finance from the University of Texas and is a CFA® charterholder.
Mr. Dusthimer is an Investment Analyst at Yacktman Asset Management. Prior to joining the firm in 2015, Brandt worked independently studying accounting and investment research, publishing research reports and developing research analysis tools. From 2007–2012, he worked as a software engineer for Riverbed Technology, Inc. Brandt holds a bachelor’s degree in Computer Science from the University of Illinois at Urbana-Champaign and is a CFA® charterholder.
Mr. Danielson is a Junior Investment Analyst at Yacktman Asset Management after graduating in 2021 with a bachelor’s degree in Finance from San Jose State University. While in school, Jon worked independently as a research analyst publishing stock write-ups emphasizing fundamental analysis. He was also the CIO and head analyst at the student-run Silicon Valley Fund.
Mr. Donald Yacktman is Partner and Portfolio Manager of Yacktman Asset Management. Prior to founding the firm in 1992, Don served as Senior Portfolio Manager of Selected Financial Services, Inc. and was Portfolio Manager of the Selected American Shares mutual fund. Don was named Morningstar’s “Portfolio Manager of The Year” in 1991. He was awarded the 1994 “Portfolio Manager of the Year” by Mutual Fund Letter. Don was nominated by Morningstar as “Fund Manager of the Decade” in 2009 and was a finalist for Morningstar’s Domestic-Stock Manager of the Year award in 2011. Don was a co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund until 2016. Don holds a B. S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University. Don is a member of the Management Committee of the firm.