We think it's more useful to assess how a manager has
performed over a full market cycle; that is, in good time and bad.
Jason Subotky, Portfolio Manager of the AMG Yacktman Fund and AMG Yacktman Focused Fund, discusses the investment strategy that has helped Yacktman
perform over full market cycles.
Not exact matches
«People chase performance, so even if the product
performs well
over a
full market cycle, investors may not have the conviction to stay with them,» says Kaplan.
However, since the above evaluation period coincided with the recent bull
market, it remains to be seen how the fund will
perform over a
full economic
cycle.