“When you look at valuations today, to go back to a normal valuation the market would have to fall by more than half,” says fund manager Stephen Yacktman, whose $8.5…
Tag: Stephen Yacktman
Managing Risk in Concentrated Funds
Concentrated investment funds are inherently risky, but that is why a good manager may make all the difference, according to a recent piece in Barron’s. The article profiles several concentrated…
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.…