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GURU YACKTMAN

High RiskEQUITY
GURU YACKTMAN
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
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GURU YACKTMAN

GURU YACKTMAN

About Kristal

Donald Yacktman spent 14 years there as a portfolio manager at Stein Roe and Farnham from 1968 before moving to Vincent Chesley, where he took over Selected American Shares. While there, he grew his portfolio from $76 million to $400 million in eight years. His annual returns were exceptional and he earned ???Portfolio Manager of the Year??? honors from Morningstar in 1991.

His company, Yacktman Asset Management, employs a disciplined investment strategy, focused on buying growth companies at what believed to be low prices. This approach combines the best features of "growth" and "value" investing. He looks for companies with the following three attributes: good business, shareholder-oriented management and low purchase price.

Kristal Advisors looks at the latest SEC filings as well as information available from the web via Yacktman and Yacktman Fund related new items to narrow down on a top 10 to 15 stock portfolio. Please note this Kristal does not endeavor to replicate the private holdings. This portfolio is adjusted for any hedges in the form of Puts and Calls the manager has and final composition is bought within 2 months of the relevant quarter end.

ReturnsLifetime8.82%
Returns1Y
This Kristal-3.55%

Projected Returns

Investment ofper month
gives returns of :
at -3.55% / annum
$in 1 years
amount
for a time period of
time1Y
Returns % (CAGR)based on historic returns of -3.55% per annum
$
$
$- 3.55%

Scheme Information

Sharpe 0.04
Volatility 186.73%
Max drawdown -74.57%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 2 business days
Redemption settlement: 5 business days
GURU YACKTMAN