Donald Yacktman, who for more than a decade has posted one of the best track records of any mutual fund manager, is finding big value in an area he once…
Tag: Donald Yacktman
Yacktman: Big Blue Chips As Cheap As He's Ever Seen
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…
Why Bad News Can Be Good News
Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager…
Top Managers Shun Bank Stocks
While it’s now more than two-and-a-half years since the collapse of Lehman Brothers and the worst of the financial crisis, several top investors are still avoiding bank stocks. “We find…
Yacktman Managers Talk Strategy, Mindset, and Value
In an extensive interview with GuruFocus.com, Donald Yacktman, Stephen Yacktman, and Jason Subotky of the top-performing Yacktman Funds talk about their investment strategy, and where they’re finding value right now.…
Yacktman: Blue Chips Still Selling Near 18-Year Lows
Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think…
Yacktman Still Finding Value
While the market is up close to 100% over its March 2009 low, top value manager Donald Yacktman says he’s still finding bargains. “We have bought Apollo Group — a…
Yacktman Sees Shift to Higher-Quality Stocks Coming
In his fourth-quarter shareholder letter, top fund manager Donald Yacktman and his team say they expect the market to shift from stocks with “exciting” stories to those that have “stable,…
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011.…
Top Fund Manager Talks Strategy
While most long-only equity funds have struggled in the past decade, Donald Yacktman’s two funds have returned 12.4% and 12.9% per year, respectively. And in a recent interview with The…