Presented by
Jason Subotky, Portfolio Manager, Yacktman Asset Management
It is time for active investing in US Value
About this talk
In the last few years, the U.S. stock market has rallied sharply, largely from multiple expansion. It seems some investors might have forgotten about cycles and become complacent about risk. In this presentation, Jason Subotky, Portfolio Manager at Yacktman Asset Management, explains where he currently sees value in US quality stocks and how the firm, over the last 15 years, by following a disciplined, bottom-up, non-benchmark driven strategy has outperformed on a risk-adjusted basis over full market cycles. We are likely on the cusp of a period of strong outperformance by this strategy again.
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