惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

雷峰网
雷峰网
IT之家
IT之家
Last Week in AI
Last Week in AI
J
Java Code Geeks
L
LangChain Blog
Recent Announcements
Recent Announcements
Martin Fowler
Martin Fowler
H
Hackread – Cybersecurity News, Data Breaches, AI and More
Google DeepMind News
Google DeepMind News
博客园 - Franky
博客园 - 司徒正美
月光博客
月光博客
博客园 - 叶小钗
Vercel News
Vercel News
腾讯CDC
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
小众软件
小众软件
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
GbyAI
GbyAI
B
Blog RSS Feed
人人都是产品经理
人人都是产品经理
H
Help Net Security
G
Google Developers Blog
D
DataBreaches.Net

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
AMG Yacktman Focused Fund Q1 2026 Commentary
Affiliated Managers Group · 2026-06-12 · via All Articles on Seeking Alpha

Summary

  • The AMG Yacktman Focused Fund returned 10.37% for the first quarter, outperforming both the Russell 1000 Value Index and the S&P 500 Index.
  • The Yacktman portfolio outperformed the Russell 1000 Value Index for the first quarter 2026 as well as the trailing twelve months ended March 31, 2026.
  • Samsung Electronics continued its strong share price performance in the first quarter after having been a substantial drag on returns.
Asian couple considering insurance details

mapo/iStock via Getty Images

Average Annual Returns (%)1 (as of 03/31/26)

Q1 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception
YAFFX (Class N) 10.26 10.26 34.90 15.80 9.73 12.18 10.25 2
YAFIX (Class I)