The Risks Of (Over-)Diversification

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…

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

As 2013 approaches, top fund manager Donald Yacktman is focusing on high-quality stocks, as well as some much-maligned contrarian plays. Yacktman tells Forbes that he likes stocks with high returns…

Yacktman: Volatility Means Opportunity

Top mutual fund manager Donald Yacktman says that the short-term “casino” mentality among most investors has actually created more opportunities for long-term value investors. Yacktman tells Morningstar that a decline…

Yacktman: Stocks Are Far From Dead

Top fund manager Donald Yacktman says high-quality blue chip stocks continue to trade at incredibly cheap levels. Yacktman tells WealthTrack’s Consuelo Mack that while many high-quality stocks like Procter and…

Yacktman Still Focused on Quality

Top fund manager Donald Yacktman says that he’s sticking with high-quality stocks. Yacktman tells CNBC that his biggest holdings include Pepsi, News Corp., and Proctor and Gamble. He also says…