Yacktman Fund Lags in Q2 with 7.64% Return Amid Market Shift
The AMG Yacktman Fund reported a quarterly return of 7.64%, falling short of both the Russell 1000 Value Index and the S&P 500 Index.
Samsung overtook Nvidia to become the world's most profitable company, marking a significant shift in market dominance.
Two smaller positions were added to the portfolio: Broadridge Financial Solutions and Intuit Inc., while Canadian Natural Resources Limited and Cognizant Technology Solutions Corporation detracted from performance due to concerns about their fundamentals.