YACKTMAN ASSET Overview

Yacktman Asset Management Lp is an investment advisor that manages 30.5 BN dollars in regulatory AUM and has 14 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 12BN in positions, representing 38% of the manager's regulatory AUM.

YACKTMAN ASSET StockAlpha

-0.8%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

YACKTMAN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 12.5% Cons. Staples -5.27% -0.4% 0 24%
FOXA 10.02% Cons. Disc. 16.47% 1.1% 4 14%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

YACKTMAN ASSET Founders and Key Employees

Name Title In Position Since
Donald A. Yacktman Partner June-2012
Stephen A. Yacktman Partner June-2012
Jason S. Subotky Partner June-2012
Russell G. Wilkins Partner June-2012
Rachel E. Buie Chief Compliance Officer January-2013
Keith D. Thatcher Chief Financial Officer October-2013

YACKTMAN ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

YACKTMAN ASSET Investment Strategy

Item 8: Method of Analysis, Investment Strategies and Risk of Loss

As noted in “Item 4 – Advisory Business” of this brochure, we specialize in equity strategies. We are research‐oriented and primarily utilize fundamental analysis for the selection of equity investments.

Strategy Overview and Fundamental Analysis

While we invest in domestic equities, we also invest in foreign equity securities, debt securities, and options. Our investments in equity securities may include, but are not limited to, common stocks, preferred stocks, convertible preferred stocks, warrants, options and ADRs. Some, but not all, of the equity securities will pay a dividend. Our investments in debt securities may include, but are not limited to, U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities, and debt securities below investment grade (high yield or junk bonds).

We have a...
Get the Full Report

YACKTMAN ASSET Portfolio Concentration

YACKTMAN ASSET Location

6300 BRIDGEPOINT PARKWAY
BUILDING 1 SUITE 500
AUSTIN, Texas
UNITED STATES, 78730-5073

YACKTMAN ASSET Contact Information

Phone Number: 512-767-6700
Fax Number: 512-767-6729
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B