AMG Yacktman
Yackman AM AMG Yacktman Fund
Mega-cap
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of AMG Yacktman for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Class I (YACKX)
- YTD+13.7%index +16.3%
- 1Y+26.9%index +27.1%
- 3Y · /yr+15.9%index +17.8%
- 5Y · /yr+9.9%index +11.2%
- 10Y · /yr+12.1%index +11.5%
- Inception · /yr+10.8%index +10.3%
Index: Russell 1000 Value Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Yackman AM AMG Yacktman Fund | +13.7% | +26.9% | +15.9% | +9.9% | +12.1% | +10.8% |
| Russell 1000 Value Index | +16.3% | +27.1% | +17.8% | +11.2% | +11.5% | +10.3% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We added two smaller positions to the portfolio in the second quarter: Broadridge Financial Solutions, Inc. and Intuit Inc.
We added two smaller positions to the portfolio in the second quarter: Broadridge Financial Solutions, Inc. and Intuit Inc.