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Value pack: this fund thinks portfolio diversity is overrated.

Publication: Entrepreneur
Publication Date: 01-MAR-03
Format: Online
Delivery: Immediate Online Access
Full Article Title: Value pack: this fund thinks portfolio diversity is overrated.(Funds)(Brief Article)

Article Excerpt
Don Yacktman has been a fan of value investing for years--and his Yacktman Focus fund (YAFFX) shows it. Through December 13, the fund--with only 25 stocks in its port-folio--was up more than 14 percent, while other mid-cap value funds were underwater by about 16 percent, according to Lipper Analytical...

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