After graduating from Harvard Business School, Donald Yacktman began his investment career in 1968 at Stein Roe and Farnham. After 14 years as a portfolio manager, he left to go to Vincent Chesley's firm. He was so successful that he got Morningstar’s award best portfolio manager 1991. Yacktman founded the company Yacktman Asset Management in 1992 and his son Stephen joined a year later. Since then his son has increasingly taken on responsibility for managing it. In 1999 they became equal partners in the company. Their strategy is to look for stocks that are sustainable for a very long time, they call it "Risk Adjusted Forward Returns". They look at the growth rate, profitability, and reinvestment rates to determine probabilities for future returns.
Q4 2022
Sold 4.0% shares
Sold 4.0% in Q4 2022
Q4 2022
Sold 0.9% shares
Sold 0.9% in Q4 2022
Q4 2022
Sold 30.7% shares
Sold 30.7% in Q4 2022
Q4 2022
Sold 1.1% shares
Sold 1.1% in Q4 2022
Q4 2022
New holding
New holding in Q4 2022
Q4 2022
Sold 0.4% shares
Sold 0.4% in Q4 2022
Q4 2022
Sold 1.8% shares
Sold 1.8% in Q4 2022
Q4 2022
Sold 3.0% shares
Sold 3.0% in Q4 2022
Q4 2022
Increased shares by 1.7%
Added 1.7% in Q4 2022
Q4 2022
Sold 0.9% shares
Sold 0.9% in Q4 2022
Q4 2022
Increased shares by 19.7%
Added 19.7% in Q4 2022
Q4 2022
Sold 0.0% shares
Sold 0.0% in Q4 2022
Q4 2022
Sold 0.3% shares
Sold 0.3% in Q4 2022
Q4 2022
Sold 14.2% shares
Sold 14.2% in Q4 2022
Q4 2022
Increased shares by 0.4%
Added 0.4% in Q4 2022
Q4 2022
Increased shares by 0.5%
Added 0.5% in Q4 2022
Q4 2022
Sold 1.9% shares
Sold 1.9% in Q4 2022
Q4 2022
Increased shares by 0.1%
Added 0.1% in Q4 2022
Q4 2022
Increased shares by 0.1%
Added 0.1% in Q4 2022
Q4 2022
Increased shares by 4.1%
Added 4.1% in Q4 2022
Q4 2022
Increased shares by 1.1%
Added 1.1% in Q4 2022
Q4 2022
Increased shares by 4.7%
Added 4.7% in Q4 2022
Q4 2022
Increased shares by 0.1%
Added 0.1% in Q4 2022
Q4 2022
Increased shares by 0.3%
Added 0.3% in Q4 2022
Q4 2022
Sold 5.4% shares
Sold 5.4% in Q4 2022
Q4 2022
Sold 0.2% shares
Sold 0.2% in Q4 2022
Q4 2022
Increased shares by 5.3%
Added 5.3% in Q4 2022
Q4 2022
Increased shares by 5.5%
Added 5.5% in Q4 2022
Q4 2022
Sold 0.6% shares
Sold 0.6% in Q4 2022
Q4 2022
Sold 6.2% shares
Sold 6.2% in Q4 2022
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