Top fund manager Donald Yacktman says that in his 40-plus-year investment career, he has “never seen so many large, profitable businesses selling on a relative basis to other things as cheaply as they do today.” Yacktman recently told Bloomberg that PepsiCo and News Corp. are two of the most attractive large-caps he’s finding right now. He also talks about his broader strategy, and his firm’s long-term time horizon. (Yacktman’s interview begins around the 5-minute mark of the clip.)