The AMG Yacktman Focused Fund returned 10.37% in Q1 2026, beating the S&P 500’s -4.33% and Russell 1000 Value’s 2.10%.
Yacktman Asset Management’s AMG Yacktman Focused Fund posted a 10.37% return in Q1 2026, surpassing the Russell 1000 Value Index’s 2.10% and the S&P 500’s -4.33%. The fund’s performance was driven by strategic holdings, including Canadian Natural Resources Limited (CNQ), which closed at $48.61 on May 22, 2026.
The S&P 500 has compounded at mid-twenties percent returns from 2023 to 2025, with no signs of a slowdown despite geopolitical tensions. CNQ, a top holding, delivered a 7.97% one-month return and a 56.55% gain over the past 52 weeks, reflecting strong energy sector momentum.
The fund maintains a long-term, risk-adjusted strategy, focusing on high-quality companies to generate differentiated returns across market cycles.