Top fund manager Donald Yacktman says government policies have him concerned about U.S. growth. Yacktman also tells Bloomberg that he’s still keying on high-quality companies that have fallen out-of-favor in…
Tag: Donald Yacktman
Yacktman Likes Pepsi -- and Doesn't Like Market Timing
Donald Yacktman, who has an exceptional long-term mutual fund management track record, is continuing to find a myriad of values in the stock market right now, particularly among big blue…
Yacktman on Microsoft, Oil, and ... Jersey Shore?
Top fund manager Donald Yacktman is high on some big-name stocks, including Viacom, ConocoPhillips, and Microsoft. Here he tells Bloomberg what he likes about some of his holdings, and what…
Yacktman Still High on High-Quality, and Thinking Globally
Top fund manager Donald Yacktman is continuing to find the best values in high-quality companies, and has his long-term focus on companies with international exposure. “Last quarter we wrote that…
Yacktman on How to Make Hay by Treating Stocks Like Bonds
In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past…
Yacktman Playing Defense, Waiting for Opportunities
Donald Yacktman has been one of the top mutual fund managers of the past decade, and in a new interview with Barron’s he discusses parts of his value-centric strategy. According…
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Yacktman Loaded Up on High-Quality Stocks
Top fund manager Donald Yacktman is continuing to focus on high-quality stocks, instead of the lower-quality issues that led the market’s big rally last year. “It’s been a shift away…
Yacktman Looks to Stocks, Not Gold, for Inflation Protection
Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg…
Yacktman Sees Opportunities in Media Stocks
Donald Yacktman, chief investment officer of Yacktman Asset Management and one of Morningstar’s finalists for fund manager of the decade, is seeing value in an unlikely area of the market:…