Yacktman Asset Management
- Company typePrivate
- Founded1992
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Yacktman Asset Management firmographics
Firmographics- Name
- Yacktman Asset Management
- Legal name
- Yacktman Asset Management LP
- Website
- https://yacktman.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Yacktman Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industry
- Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where Yacktman Asset Management is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Yacktman Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Management Fees: Yacktman generates revenue through management fees charged on assets under management across its mutual funds and separately managed accounts. The firm operates as a boutique investment manager owned by partners and Affiliated Managers Group (AMG).
Go-to-market motion2 records
Distribution channels4 records
Marketing channels3 records
Yacktman Asset Management product offering
Product offeringCore offering
Yacktman Asset Management is a boutique investment management firm that delivers value-oriented equity strategies through mutual funds sub-advised for AMG, separately managed accounts, and wrap accounts. The firm manages approximately $8.09 billion in assets across diversified, focused, special opportunities, and global strategies for institutional and individual investors.
Product overview
Yacktman Asset Management is a boutique investment firm offering a portfolio of four mutual fund strategies sub-advised for AMG: the flagship Yacktman Fund (diversified U.S. equity), Yacktman Focused Fund (concentrated domestic/international equity), Yacktman Special Opportunities Fund (global all-cap unconstrained value), and Yacktman Global Fund (global equity). The firm also offers a UCITS-compliant Heptagon Yacktman US Equity Fund for European investors, alongside separately managed accounts and wrap accounts for institutional and high-net-worth clients. All strategies share a unified value-oriented investment philosophy focused on owning securities offering attractive risk-adjusted returns based on disciplined fundamental research and business-owner mindset analysis.
Differentiator
Problem solved
Functional benefit
Products and services
- AMG Yacktman Fund (YACKX)
- AMG Yacktman Focused Fund (YAFFX/YAFIX)
- AMG Yacktman Special Opportunities Fund (YASLX/YASSX)
- AMG Yacktman Global Fund (YFSNX/YFSIX)
- Heptagon Yacktman US Equity Fund
- Separately Managed Accounts
- Wrap Accounts
Quantifiable outcome
- 10.61% annualized return since 1992 inception, outperforming Russell 1000 Value Index
- +1 more outcomes
Companies that use Yacktman Asset Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Yacktman Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Yacktman Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Heptagon CapitalminorPartnership launched in 2010 with Heptagon Capital to create the Heptagon Yacktman US Equity Fund (UCITS fund) for European distribution. Heptagon Capital handles London-based UCITS fund distribution.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Yacktman Asset Management competitors and assessment
Company assessmentDirect peers
- Dodge & Cox: San Francisco-based, employee-owned value-oriented investment manager managing equity, fixed-income, and balanced strategies with a similar deep-value, long-horizon philosophy and large AUM.
- Tweedy, Browne Company: Classic global and US value manager with a long-term horizon and concentrated portfolios, targeting retail and institutional investors with a fundamental bottom-up approach very similar to Yacktman.
- First Eagle Investment Management: Global value-oriented manager offering mutual funds and SMAs emphasizing downside protection and quality-at-a-reasonable-price, mirroring Yacktman's value-and-quality thesis.
- Southeastern Asset Management: Long-tenured Memphis-based value manager running concentrated global and US equity mandates with a 'business owner' approach analogous to Yacktman.
- Ariel Investments: US value manager operating mutual funds and SMAs with concentrated, fundamental-research-driven mandates for retail and institutional clients, directly comparable to Yacktman's product set.
- Lindsell Train: London-based global value boutique known for concentrated, long-duration equity mandates; comparable to Yacktman in philosophy, scale, and multi-decade investment team tenure.
- Cooke & Bieler: Philadelphia-based value equity boutique offering concentrated US equity strategies to institutions and intermediaries, philosophically aligned with Yacktman's generalist value approach.
- Gabelli Funds (GAMCO Investors): Long-tenured value manager running concentrated equity mutual funds and SMAs across fundamental value and special-situations strategies — directly comparable product mix.
Broad incumbents
- Artisan Partners: Public multi-affiliate asset manager following a similar ownership-and-distribution model to AMG/Yacktman, with multiple autonomous value, growth, and credit teams.
Others
- Affiliated Managers Group (AMG): Public strategic partner and partial owner of Yacktman; AMG Funds is the distribution platform through which Yacktman's mutual funds are sub-advised and serviced to retail investors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Yacktman Asset Management social profiles
Digital presenceYacktman Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Yacktman Asset Management leadership team
Management profileNumber of profiles
Profiles9 records
Yacktman Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Yacktman Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Yacktman Asset Management
What does Yacktman Asset Management do?
Yacktman Asset Management is a boutique investment management firm that delivers value-oriented equity strategies through mutual funds sub-advised for AMG, separately managed accounts, and wrap accounts. The firm manages approximately $8.09 billion in assets across diversified, focused, special opportunities, and global strategies for institutional and individual investors.
Is Yacktman Asset Management a public or private company?
Yacktman Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was Yacktman Asset Management founded?
Yacktman Asset Management was founded in 1992. It employs 1 to 10 people.
Where is Yacktman Asset Management based?
Yacktman Asset Management is headquartered in Austin, United States, in the North America region.
How does Yacktman Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are Yacktman Asset Management's main competitors?
Direct peers on record are Dodge & Cox, Tweedy, Browne Company, First Eagle Investment Management, Southeastern Asset Management, Ariel Investments, Lindsell Train, Cooke & Bieler and Gabelli Funds (GAMCO Investors). Artisan Partners is listed as a broad incumbent. Affiliated Managers Group (AMG) is listed as an others.
Does Yacktman Asset Management have an API?
No public API is recorded for Yacktman Asset Management.
What industry is Yacktman Asset Management in?
Yacktman Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAAJAE, Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset. Its NAICS code is 523940 and its SIC code is 6282.