Halbert Wealth Management Announces Addition of Yacktman Capital Group

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Yacktman Capital Group, a "value driven" active money manager, is the latest addition to Halbert Wealth Management’s AdvisorLink® Program that features a collection of investment strategies offered by independent, third-party money managers.

Halbert Wealth Management
There are always undervalued stocks to be found regardless of market levels. The key is knowing where to look....

Halbert Wealth Management, Inc. (HWM) is pleased to announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM’s innovative AdvisorLink® Program.

HWM President and CEO, Gary Halbert, commented, “The addition of Yacktman Capital Group rounds out our selection of AdvisorLink® money managers by providing access to a value style investment strategy managing individual stocks. Buying low and selling high is the centerpiece of successful money management and we feel that Brian Yacktman and his staff are well positioned to offer superior stock selection in the challenging markets that lie ahead.”

About AdvisorLink®: Yacktman Capital Group is the latest addition to HWM’s AdvisorLink® Program that features a collection of investment strategies offered by independent, third-party money managers. HWM selects professional money managers to participate in AdvisorLink® based on a proprietary screening and due diligence process designed to bring top quality managers to the attention of its clients. All AdvisorLink® programs employ active money management strategies with the goal of boosting returns and/or reducing market risk as compared to index-based buy-and-hold strategies.

About Yacktman Capital Group, LLC (YCG): Located in Austin, Texas, YCG is an emerging value manager with a great pedigree. Founder Brian Yacktman’s father, Don Yacktman, is the long-time manager of the Yacktman family of mutual funds. Brian learned the value style money management strategy from the ground up from his father. Starting more than a decade ago with his own portfolio, he then expanded to manage money for family members and also worked for his father’s company.

In 2007, Brian launched Yacktman Capital Group to expand upon the time-tested philosophy he had learned under his father, such as adding an option enhancement component. YCG also has the flexibility to go after opportunities regardless of market capitalization, including some international stocks.

Since its inception in 2008, the Yacktman Concentrated Composite Strategy has outperformed the S&P 500 Index both in terms of annualized returns – net of fees – and risk management (as measured by monthly drawdown). Of course, favorable future returns are not guaranteed.

For more information on the Concentrated Composite Strategy, including important disclosures and information about comparisons to indexes, please visit: http://halbertwealth.com/forms/YacktmanComposite.pdf

“With many market analysts predicting only lackluster gains in stocks over the next decade, stock selection will be more important than ever before,” noted Yacktman. “Stock investors tend to let their emotions get too tied up in the movement of stock indices without realizing that a cluster of stocks can skew the entire index. There are always undervalued stocks to be found regardless of market levels. The key is knowing where to look – it’s all about what you buy and what you pay for it.”

About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as large, institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding.

Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers that employ a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.

For more information, please visit: http://www.halbertwealth.com.

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