While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Tag: Donald Yacktman
Yacktman, Others On Sky High Small-Cap Valuations
Small-cap stock valuations are worrying some investors, including top fund manager Donald Yacktman. (more…)
Yacktman Talks Value, Strategy
Mutual fund manager Donald Yacktman has put up an exceptional track record for more than a decade, and in a recent interview with Canada’s Globe and Mail, he talked about…
Yacktman Talks Strategy, Value, and Quality
For much of the past few years, top fund manager Donald Yacktman has said high quality stocks had been trading at exceptional discounts to lower quality plays. But in an…
Position Sizing Key for Yacktman Funds
Donald Yacktman’s funds have some of the best long-term track records one can find. And in his funds’ 2012 year-end letter, his team talks about a key part of their…