Yacktman Quarterly Update

July 23, 2025

About this Webcast

Yacktman emphasizes its distinct value approach that seeks to cut through short-term noise and find opportunities at the individual business level while maintaining a keen eye on risk management.

In this webcast, Adam Sues, Partner & Portfolio Manager, and Molly Pieroni, Partner & President, discuss the current market environment, the ongoing importance of active management, and share key updates on the AMG Yacktman Fund (YACKX) and AMG Yacktman Focused Fund (YAFFX).

Topics covered include:

  • Position changes that occurred during the quarter
  • Current holdings
  • Portfolio outlook

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