Yacktman Focused Fund

Yacktman Focused Fund

Yacktman Focused Fund
Last update 2018-10-12 23 Stocks (1 new)
Value $2.90 Bil Turnover 4 %
Top Holdings: KOR:005935(15.22%) FOX(14.53%) PG(13.7%) PEP(10.33%) ORCL(6.57%)
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Yacktman Focused Fund Profile

The Yacktman Focused Fund seeks long-term capital appreciation, and, to a lesser extent, current income. The Fund is non-diversified and mainly invests in common stocks of United States companies of any size, some, but not all of which, pay dividends. Yacktman employs a disciplined investment strategy, buying growth companies at what it believes to be low prices. Yacktman believes this approach combines the best features of "growth" and "value" investing. When they purchase stocks they generally search for companies they believe to possess one or more of the following three attributes: (1) good business; (2) shareholder-oriented management; or (3) low purchase price. We also trade Yacktman's 13F filing, which is filed under Donald Yacktman.

Yacktman Focused Fund Investing Philosophy

Good Business A good business may contain one or more of the following: High market share in principal product and/or service lines; A high cash return on tangible assets; Relatively low capital requirements allowing a business to generate cash while growing; Short customer repurchase cycles and long product cycles; and Unique franchise characteristics. Shareholder-Oriented Management Yacktman believes a shareholder-oriented management does not overcompensate itself and wisely allocates the cash the company generates. Yacktman looks for companies that: Reinvest in the business and still have excess cash; Make synergistic acquisitions; and Buy back stock. Low Purchase Price Yacktman looks for a stock that sells for less than what an investor would pay to buy the whole company. The stock prices of individual companies can vary significantly over short periods of time, and such price movements are not always correlated with changes in company fundamental performance. Accordingly, Yacktman generally prefers to wait for buying opportunities. Such opportunities do not always occur in correlation with overall market performance trends.

Historical Allocation of Stock, Bonds, Cash

Performance of Yacktman Focused Fund

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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Yacktman Asset Management Buys 4 Companies in 3rd Quarter
New buys include Tepper’s Micron Technology and Post-It notes parent 3M
0 Votes
508 Views    James Li    2018-11-09 22:37
Yacktman Focused Fund Dives Into South Korean in 3rd Quarter
Fund buys and adds to stocks based in the country
0 Votes
623 Views    Holly LaFon    2018-10-12 21:27
Yacktman Asset Management’s Proctor & Gamble Rises on Strong Fiscal 4th-Quarter Organic Sales Growth
Company reports strong organic sales growth in 8 out of 10 global regions in a competitive environment
0 Votes
85 Views    James Li    2018-07-31 16:59
Yacktman Focused Fund Exits Twenty-First Century Fox
Fund reduces several other positions in 2nd quarter
0 Votes
53 Views    Tiziano Frateschi    2018-07-25 19:44
Yacktman Focused Fund Increases South Korean Stocks in 2nd Quarter
Yacktman adds to positions from the higher-returning country
0 Votes
652 Views    Holly LaFon    2018-07-17 20:40
Yacktman Asset Management Buys U-Haul Parent in 1st Quarter
Firm also adds to Proctor & Gamble position
1 Votes
204 Views    James Li    2018-05-09 19:28
Yacktman Focused Fund Focuses on South Korea, France in 1st Quarter
Value fund establishes positions in tobacco company, online retailer
0 Votes
426 Views    Sydnee Gatewood    2018-04-18 15:31
Yacktman Focused Fund Reduces Samsung, Microsoft, Sysco Positions
The fund’s largest sales of the 4th quarter
0 Votes
134 Views    Sydnee Gatewood    2018-01-17 21:22
Yacktman Fund Trims Positions in 4 Companies in 4th Quarter
Fund managers also eliminated Walmart and Intel from the portfolio
0 Votes
241 Views    James Li    2018-01-17 20:18
Yacktman Funds Invest in French Transportation Company
Fund also establishes position in Micro Focus International
0 Votes
150 Views    Sydnee Gatewood    2017-10-17 15:47

Top Ranked Articles
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Selling Dominates Yacktman Funds as Firm Buys S&P 500, Increases to 2 Positions in 4th Quarter
Yacktman makes significant reductions but three buys
4 Votes
1378 Views    Holly LaFon    2017-01-31 21:29
Yacktman Funds Comments on Twenty-First Century Fox
Guru stock highlight
2 Votes
724 Views    Holly LaFon    2016-08-05 15:34
Donald Yacktman Comments on Procter & Gamble Co
2 Votes
2089 Views    Vera Yuan    2015-08-06 16:05
Yacktman Focused Fund 2nd Quarter Commentary
Donald Yacktman's firm discusses environment and holdings
2 Votes
1148 Views    Holly LaFon    2016-08-05 15:20
Yacktman Funds Bet on IT Companies
The funds invested in Cognizant Technology, Infosys in 2nd quarter
1 Votes
595 Views    Sydnee Gatewood    2017-07-19 15:27
Yacktman Funds Comments on Johnson & Johnson
Guru stock highlight
1 Votes
686 Views    Holly LaFon    2016-08-05 15:34
Yacktman Funds Comments on Procter & Gamble
Guru stock highlight
1 Votes
676 Views    Holly LaFon    2016-08-05 15:34