Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. You are now logged in. The business got started with $1.5 million from a relative. Read our editorial policy to learn more about our process. But that didnt come through, Brian recalls. Subotky has been It is also the #9 holding of Yacktman Asset Management, comprising 3.34% of the total. Please click OK below to leave the Yacktman site and proceed to the selected site. In addition to the funding he provided, he has offered expertise and direction in creating a lab that will be innovative and one-of-a-kind, ensuring students have opportunities to try new things and leave high school college and career ready. The well-known software company is Yacktmans #5 holding, and another that the hedge fund increased in Q4 last year. Prior to founding the Yacktman firm in 1992, Don managed Selected American Shares(SLADX) for nearly a decade, during which time he was named Fund Manager of the Year by Morningstar in 1991. That's the reward I was mostly seeking.". analyst rating, from Kevin Grundy at Jefferies, is a Hold. Grundy gives the stock a $105 price target, implying a downside of 9.41%. However, he faced some controversies after a tape recording was . When Brian Yacktman left his fathers firm to strike out on his own, he was expecting a friend to deliver $65 million in assets to manage. Stephen Yacktman is Chief Investment Officer, Partner, and Portfolio Manager of Yacktman Asset Management. It is the largest single gift in the school's. Chief Investment Officer Stephen Yacktman leads our experienced investment team. Mr. Donald Yacktman is Partner and Portfolio Manager of Yacktman Asset Management. Additionally, in mid-June, Dale Snyder was named a comanager of Praxis Value Index(MVIAX) and Praxis Growth Index (MGNDX). Heptagon Yacktman U.S. Equity Fund had . "This is about helping them discover their future, and helping them determine what motivates and inspires them, and then making sure they are equipped to succeed as Buffalo Grove graduates.". Prior to joining the firm in 2015, Brandt worked independently studying accounting and investment research, publishing research reports and developing research analysis tools. I wrote this article myself, and it expresses my own opinions. He graduated from Brigham Young University with an economics degree and MBA. In 2006 he was named Co-Chief Investment Officer of Yacktman Asset Management. Steve Yacktman started working full-time at Yacktman Asset Management in 1993. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. The donation by Class of 1988 alumnus Stephen Yacktman and his wife, Ellyn, to the Northwest Suburban High School District 214 Education Foundation will go toward state-of-the-art lab equipment and supplies. Don was named Morningstars Portfolio Manager of The Year in 1991. Copyright 2023 WLS-TV. Sysco is a big player in the food service industry, mainly catering to restaurants, hospitals and schools, hotels and inns, and other companies that provide wholesale food and foodservice. Mr. Thatcher is Partner and Chief Financial Officer at Yacktman Asset Management. Ms. Pieroni is Partner and President at Yacktman Asset Management. Prior to joining the firm in 1998, he was a Senior Business Analyst at Electronic Data Systems Corp. Mr. Wilkins holds a B. Keith began his career with KPMG. Jason is a member of the Management Committee. Prince Harry left the audience of The Late Show in hysterics with a joke about host Stephen Colbert's wife during a surprise appearance. Over the years, the $8 billion fund has undergone some changes, moving from its deep-value roots toward a more blended growth and value style mix. Having a different name helps eliminate confusion in the marketplace, he says. He founded Yacktman Asset Management in 1992 after a successful stint as a portfolio manager at Selected American Shares, and launched the Yacktman Fund soon after. He was beloved among parents and students, many of whom were thankful for his excellent teaching abilities and sense of humor. Working with the District 214 Education Foundation, Class of 1988 alumnus Stephen Yacktman and his wife Ellyn donated the $1 million in June. Alan Topfer's House. Yacktman is known for keeping away from bank stocks, but USB has been part of the portfolio since 2011. Subotky has been a comanager since 2009 and has been with the firm for nearly 15 years. As a result, the lab will be named for Ploplys and his legacy. The Yacktman Cometh: An Exclusive Interview with Value Guru Stephen Yacktman, Chief Investment Officer and Portfolio Manager of Yacktman Asset Management The Yacktman Cometh: An Exclusive. I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. 2 followers 2 connections. Wed like to share more about how we work and what drives our day-to-day business. A 2,000-square-foot space inside Buffalo Grove High School will become a state-of-the-art robotics, manufacturing and biomedical healthcare innovation lab at the school, thanks to a generous donation from Class of 1988 alumnus Stephen Yacktman and his wife Ellyn. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. He joined the firm in 2020 after working previously at Fidelity Investments and Affiliated Managers Group. Though his professional career he said he's maintains a passion for manufacturing, engineering, science and technology. Ms. Buie is a Certified Securities Compliance Professional (CSCP) and a former board member of the National Society of Compliance Professionals. Factoring in assets in separate accounts, this small-cap strategy soaked up roughly $1.9 billion in assets as of June 2013. He was awarded the 1994 Portfolio Manager of the Year by Mutual Fund Letter. The analyst consensus holds with the bulls, giving SYY a Moderate Buy. Shares are trading at $67, and the average price target is $69, suggesting a 2.75% upside to the stock. Mr. Stephen Yacktman is Chief Investment Officer, Partner, and Portfolio Manager at Yacktman Asset Management. We employ an objective, patient, and diligent investment approach and seek to achieve superior investment returns over a full market cycle. Ploplys said. Don holds a B. S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University. Congrats! Courtesy of Northwest Suburban High School District 214, Paddock Publications, Inc. is an Employee-Owned Company. Steve earned his MBA from BYU. Prior to that she worked for True North Advisors and First Command Financial Planning. Former Buffalo High School AP Physics instructor Saulius Ploplys, left, and Buffalo Grove High School alumnus Stephen Yacktman, who has donated $1 million to support the creation of a state-of-the-art robotics, manufacturing and biomedical health care innovation lab at the school. Steve and Ellyn have four children. The student and teacher still stay in touch, having taken a zero-gravity airplane flight together. Yacktman owns this 9,300 sqft home as well as the baseball diamond next door. Township High School District 214 2121 South Goebbert Road, Arlington Heights, IL 60005 www.d214.org, Buffalo Grove graduate donates $1 million to establish Saulius Ploplys robotics lab, Elk Grove senior reflects on opportunities that helped shape her future, Eight District 214 educators shine as innovators, 25 years later, retired D214 superintendent continues to recognize students. Stephen's current home is located at Austin, TX. Holding a core group of consumer products companies and older technology names such as Microsoft, Oracle and Cisco, Don's son Stephen and co-manager Jason Subotky have posted an annualized return of 11.43%. Terms of Service apply. Copyright 2023 Morningstar, Inc. All rights reserved. Geoff Hangartner's House. George downgraded the stock to Hold, while Biggar reiterated his Buy rating and set a $61 price target. It has ranked in the top 3% of performers in Morningstars large blend category for the year ending May 31, the top 2% over the last three years, and the top 3% over the last five years. Buffalo Grove High School this week announced the largest single gift received in its 46-year history: $1 million that will be used to create a robotics, manufacturing and biomedical health care innovation lab. All Rights Reserved. Yacktman, chief investment officer at Austin, Texas-based Yacktman Asset Management, told District 214 foundation officials that he attributes much of his success in life to his experiences at. Artisan to close Artisan Small Cap to new investors, Putnam fixed-income manager Daniel Choquette departs, and Praxis adds comanagers to its allocation and index funds. Thank you for your interest in Yacktman Asset Management. Yacktman has no control of the content or data shown on this site, and while Yacktman has no reason to doubt the reliability of the data shown, its accuracy is not guaranteed. She joined Yacktman in 2013. AMGs equity interest is structured so that Yacktman maintains operational autonomy. Today, YCG manages some $750 million, with about one-third of that attributable to the YCG Enhanced Fund and the rest to separately managed accounts requiring a $1 million investment minimum. Over the past 15-, 10-, and five-year periods, the Yacktman Fund has been the top-performing large-cap blend fund, according to Morningstar Inc. Donald Yacktman and his son, Stephen. A look at the dividend confirms this; SYY pays out $1.56 per share, for an annual yield of 2.31%. A Buffalo Grove High School alumnus has donated $1 million to support the creation of a state-of-the-art robotics, manufacturing and biomedical healthcare innovation lab at the school. Kitchen Possible empowers kids in Chicago, CA to see more snow as it recovers from back-to-back winter storms, Closing arguments begin after jurors visit Murdaugh crime scene | LIVE. Working with the District 214 Education Foundation, Class of 1988 alumnus Stephen Yacktman and his wife Ellyn donated the $1 million in June. A. in Business Administration from Mount Union College and an MBA from the University of North Carolina Kenan-Flagler Business School. Mr. Frock holds a BBA in Finance from the University of Texas and is a CFA charterholder. Before joining Highside, Molly was a co-founder of JatoTech Ventures, an early-stage technology venture capital firm. He joined Yacktman Asset Management in 1993. Our firm is owned by its partners including Chief Investment Officer Stephen Yacktman, Portfolio Managers Jason Subotky, Adam Sues, and Russell Wilkins, Chief Financial Officer Keith Thatcher, Chief Operating Officer James Carmody, founder Don Yacktman, and majority owner Affiliated Managers Group, Inc. Yacktman Asset Management is an affiliate of Affiliated Managers Group, Inc. (AMG), a publicly traded global asset management company with equity investments in leading boutique investment management firms, including Yacktman. Stephen is related to Robert Andrew Yacktman and Natasha Faye Cotton as well as 2 additional people. Stephen is a member of the Management Committee of the firm. Richard Sackler's House (Former) Alex Jones' House. Yacktman is led by Chief Investment Officer Stephen Yacktman and, as of June 30, 2017, manages more than $15 billion in assets. Ellyn Yacktman Wife/Mom at Yacktman Household Austin, Texas, United States 164 followers 164 connections Join to connect Yacktman Household Activity I am incredibly honored to be included. The common denominator in all of these stocks is the dividend factor. A Buffalo Grove High School alumnus has donated $1 million to support the creation of a state-of-the-art robotics, manufacturing and biomedical health care innovation lab at the school. No. I am not receiving compensation for it. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. 2018 Township High School District 214. Between 1996 and 2005 he helped build 1-800 CONTACTS from a startup to the leading seller of contact lenses in the world. Fund analysts Robert Goldsborough and Flynn Murphy contributed to this report. I wrote this article myself, and it expresses my own opinions. Furthermore, Yacktman takes no responsibility for the accuracy or factual correctness of any information posted to third party web sites. Paddock Publications, Inc. is an Employee-Owned Company. Please disable your ad-blocker and refresh. Yacktman, who grew up in Arlington Heights, is chief investment officer at Yacktman Asset Management. He has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002 and AMG Yacktman Global Fund since inception. The Center of Influence for Financial Advisors and RIAs -, ------------------------------------------, To read more stories , click here. A 2,000-square-foot space inside Buffalo Grove High School will become a state-of-the-art robotics, manufacturing and biomedical health care innovation lab at the school, thanks to a generous donation from Class of 1988 alumnus Stephen Yacktman and his wife Ellyn. Working with the District 214 Education Foundation, the donation was made in honor of Yacktman's former AP physics instructor, Saulius Ploplys. Buffalo Grove High School, and the opportunities I received there, placed me on a path to success and helped me become the person I am today," said Yacktman, who was involved in the arts and athletics while in high school and then attended Brigham Young University, where he graduated with an economics degree and MBA. Steve Yacktman started working full-time at Yacktman Asset Management in 1993. Yacktman, chief investment officer at Austin, Texas-based Yacktman Asset Management, told District 214 foundation officials that he attributes much of his success in life to his experiences at Buffalo Grove High, where he took advanced placement classes and was involved in the arts and athletics. King and Bailey have comanaged Praxis Intermediate Income(MIIAX) since 1994 and 2005, respectively. The lab will be named for Ploplys and his legacy. Steve was a finalist for Morningstars Domestic-Stock Manager of the Year award in 2011. Stephen started his career as an analyst and commentator during his time in college. The student and teacher still stay in touch, having taken a zero-gravity airplane flight together. Pepsis most recent analyst rating, from Kevin Grundy at Jefferies, is a Hold. Grundy gives the stock a $105 price target, implying a downside of 9.41%. In addition to the funding he provided, he has offered expertise and direction in creating a lab that will be innovative and one-of-a-kind, ensuring students have opportunities to try new things and leave high school college and career ready. The link you have selected is located on another web site. - on Jul 16, 2021. in The R&L. Efren Landaos/SOPA Images. Mr. Yacktman: Assets at the end of the most recent quarter were in excess of $11 billion for AMG Yacktman Focused Fund and $13 billion for AMG Yacktman Fund. Yacktman first acquired ORCL stock in 2013, and has been periodically shedding shares since then. Though his professional career is in the finance arena, he maintains a passion for manufacturing, engineering, science and technology. The company has maintained a steady growth in payout since 2012. Buffalo Grove High School alumnus Stephen Yacktman, right, made a $1 million donation to the school for a science lab that will be named for his former teacher, Saulius Ploplys. A Buffalo Grove High School graduate has donated $1 million to establish a state-of-the-art robotics lab in honor of a former teacher. Fr nhere Informationen zur Nutzung Ihrer Daten lesen Sie bitte unsere Datenschutzerklrung und Cookie-Richtlinie. While the duo focuses on finding mispriced companies in the US, their strategy also . He is currently the #5 rated hedge fund manager in the TipRanks database, with a portfolio valued over $8 billion, which has gained 137% over the last six years. Develop and improve features of our offerings. Choquette had comanaged the first two charges since 2005, and had been a named manager at Putnam Income since 2011. Praxis Genesis Growth lags more than half of its aggressive allocation peers in the trailing three years through July 29, 2013, while Praxis Genesis Balanced and Praxis Genesis Conservative lag more than 70% of their respective peers during the same period. Stephen Yacktman Student at BYU Provo, Utah, United States. On July 25, Don Yacktman announced that his son, Stephen Yacktman, had taken over as sole chief investment officer of Yacktman Asset Management, the subadvisor to Gold-rated Yacktman (. Working with the District 214 Education Foundation, Class of 1988 alumnus Stephen Yacktman and his wife Ellyn donated the $1 million in June. Mr. Subotky received a bachelors degree in Music from the University of Southern California and an MBA from Brigham Young University. Andrew Wolf of Loop Capital set a Buy rating with a $75 price target, saying, [E]xpect the company's better than expected operating leverage and reduce costs to continue to contribute to its bottom line, forecasting Sysco earnings to accelerate further. His target suggests an 11% upside to the stock. Adam holds a B. Salm will also continue to contribute ideas to Putnam Income, alongside Brett Kozlowski and new comanager addition Michael Murphy, who came aboard on July 29. Thank you for your interest in Yacktman Asset Management. Jan 20, 2022 01:40 A.M. After 27 years of being married, "7th Heaven" star Stephen Collins filed for divorce from his ex-wife, Faye Grant. This makes sense when you . The company consistently turns up to 10% of its profits into free cash flow, and is a reliable dividend stock with a 3.2% annualized payout. Today, Stephen is the fund's. Brian takes his firms early struggles in stride. Yacktman, who grew up in Arlington Heights, went on to attend Brigham Young University, where he graduated with an economics degree and an MBA. Despite its high status in Yacktmans portfolio, PEP shares are the weakest of the major holdings that the fund increased this past quarter. It is the largest single gift in the school's 46-year history. "My hope is that this new lab will help Buffalo Grove students develop workforce skills and provide training that leads them to careers of all kinds," Yacktman said, noting the demand for skilled workers in areas like manufacturing. "My hope is that this new lab will help Buffalo Grove students develop workforce skills and provide training that leads them to careers of all kinds," Yacktman said, noting the demand for skilled workers in areas like manufacturing. Those two do not have an independent record of their own, but they have ample experience. Its name was changed to AMG Yacktman Fund after Affiliated Managers Group (AMG) purchased a majority stake in the firm in 2012. Stephen Yacktman is Chief Investment Officer, Partner, and Portfolio Manager of Yacktman Asset Management. The lab will be named for Ploplys and his legacy, according to the school. by Kate Marin. The average price target, $114, is actually a slight downside (1.65%) from the current share price of $115. We know that Stephen's political affiliation is currently a registered Republican; ethnicity is Native American . "This is an incredible gift that pays tribute to the education Mr. Yacktman received in our schools and also funds future generations of students," said Erin Brooks, District 214 Education Foundation executive director. We know there's a huge job opportunity for them. While Yacktman says he has taken in and appreciates many of the investment lessons his father taught him, the YCG Enhanced Fund goes its own way on a number of fronts. This will be the sixth of13 Artisan funds to close to new investors. Prior to joining the Firm in 2013, Keith worked at Bridgepoint Consulting LLC, where he was a CFO-level consultant for various companies. Yacktman is the chief investment officer at Yacktman Asset Management and said he credits much of his success to experiences he gained at Buffalo Grove High School. Yacktmans senior management takes an active role overseeing risk management across the firm primarily via its Management Committee. "This is about helping them discover their future, and helping them determine what motivates and inspires them, and then making sure they are equipped to succeed as Buffalo Grove graduates.". Don and Stephen had shared the CIO title during the past seven years. Stephen Yacktman is Chief Investment Officer and Portfolio Manager of Yacktman Asset Management. From 20072012, he worked as a software engineer for Riverbed Technology, Inc. Brandt holds a bachelors degree in Computer Science from the University of Illinois at Urbana-Champaign and is a CFA charterholder. Buffalo Grove High School alumnus Stephen Yacktman, right, made a $1 million donation to the school for a science lab that will be named for his former teacher, Saulius Ploplys. We sell different types of products and services to both investment professionals and individual investors. He was beloved among parents and students, many of whom were thankful for his excellent teaching abilities and sense of humor. More recently, Morgan Stanleys Keith Weiss reviewed ORCL and determined that he does not see the catalysts needed to drive the stock higher this year. He gives the stock a 2.4% upside, with a $53 price target. How we use your information depends on the product and service that you use and your relationship with us. We tend to shine in down markets, he says. Putnam Fixed-Income Manager Leaves Firm On July 29, Daniel Choquette stepped downas a comanager of Putnam US Government Income (PGSIX), Putnam American Government Income , and Putnam Income (PINCX), and also has left the firm. We make an investment with the intention of making money. Yacktman, who grew up in Arlington Heights, is chief investment officer at Yacktman Asset Management. The Yacktman fund has done better, although Don Yacktman has now retired. He joined Yacktman Asset Management in April 1993 from Brigham Young University, where he earned . Stephen Yacktman has one of the highest manager ratios for his three-year risk-adjusted performance among managers who run Ucits funds in the US Value category. Mr. Danielson is a Junior Investment Analyst at Yacktman Asset Management after graduating in 2021 with a bachelors degree in Finance from San Jose State University. View phone numbers, addresses, public records, background check reports and possible arrest records for Stephen Yacktman. Austin, Texas (TX), US. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. He earned a bachelors degree in Accountancy from Northern Arizona University. Ms. Buie is Chief Compliance Officer at Yacktman Asset Management. Courtesy of District 214. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. It is another positive sign that the fund's parent company is continuing to emphasize shareholders' interests over asset growth. Don is a member of the Management Committee of the firm. It gave us an opportunity early on to prove ourselves. By the firms 10th anniversary, YCG had nearly $500 million in assets under management. Market analysts are giving SYY more positive ratings than negative, with two of the last three new reviews decidedly upbeat. For more information, visit www.214foundation.org. Ms. Buie is a Certified Securities Compliance Professional (CSCP) and a former board member of the National Society of Compliance Professionals. Yacktman Asset Management LP is the successor to Yacktman Asset Management Co., which was founded in 1992. The star who shared a daughter with his ex-wife was seen as a doting family man. Photograph by Arturo Olmos. We aim to make Wall Street more transparent by highlighting which experts can consistently outperform the market, allowing investors to make the most informed investment decisions. The donation is made in honor of Yacktman's former AP Physics instructor, Saulius Ploplys, who retired in 2003. Please. Mr. Carmody received a bachelors degree in Industrial and Labor Relations and a Master of Public Administration from Cornell University and an MBA from the MIT Sloan School of Management. Texas Capitol View Corridor - 360 Lookout. When it comes to investing, Donald, Stephen and Brian Yacktman share a long family tradition. The Genesis funds have yet to post solid returns. Join to connect BYU . AMG Yacktman Service is currently run by co-managers Stephen Yacktman and Jason Subotky. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Ploplys, who taught physics and chemistry courses, said he enjoyed his teaching career -- especially when he could help make an impact on students like Yacktman. Rachel Buie Ms. Buie is Chief Compliance Officer at Yacktman Asset Management. Stephen Yacktman Age 47 education Bachelor's and Master's degrees, Brigham Young University Professional the Walt Disney Background Has worked in varying capacities at Yacktman Asset Management since 1993; became chief investment officer in 2013. outside interests Charitable organizations, kiteboarding A slug of cash has kept the fund more than two percentage points behind the index, but the added stability of the . Stephen Yacktman becomes co-manager of Yacktman Funds 2004 Jason Subotky and Russell Wilkins become economic partners in firm 2006 Stephen Yacktman and Don Yacktman named Co-Chief Investment Officers 2007 Private Fund Launched 2009 Jason Subotky becomes co-manager of Yacktman Funds 2010 Prior to JatoTech, Molly was a Principal at Boston Consulting Group, and she was part of the initial team that established the Dallas office for the firm. Yacktman's father Donald had run the fund for more than 20 years before his retirement in early May of this . "This is about helping them discover their future and helping them determine what motivates and inspires them, and then making sure they are equipped to succeed as Buffalo Grove graduates," Yacktman said. The analyst ratings on USB are 4 Buys, 4 Holds, and 1 Sell, giving a Moderate Buy on consensus. When it comes to investing, Donald, Stephen and Brian Yacktman share a long family tradition. It makes up 2.75% of the total holdings, after a 5% increase in the last quarter. "Buffalo Grove High School, and the opportunities I received there, placed me on a path to success and helped me become the person I am today," said Yacktman, who was involved in the arts and athletics while in high school and then attended Brigham Young University, where he graduated with an economics degree and MBA. Artisan Small Cap Closing to New Investors Silver-rated Artisan Small Cap(ARTSX) will close to most new investors on Aug. 2, 2013. We rank financial experts based on measured performance and the accuracy of their predictions. 67 WALL STREET, New York - May 13, 2014 - The Wall Street Transcript has just published its Investing Strategies Report offering timely interviews with professional portfolio managers for serious . Please try again. The intermediate-term bond fund has struggled in recent years, and its five- and 10-year returns fall more in line with the peer group average. Credit Suisses Judah Frommer concurs with Wolf, and gives SYY another Buy rating and $75 price target. For one thing, the Yacktman Fund may have large chunks of money in cash when its managers think stocks are overvalued. From Oppenheimer, five-star analyst Chris Kotowski set out the bullish case, focusing on US Bancorps strong leverage position: The company again delivered positive operating leverage in the quarter and we expect it will continue to do so. BYU Marriott School of Business Home Page. Oracles annualized dividend yield is 1.47%, giving a payout of 76 cents per share. The trade had an impact of 0.82% on the equity portfolio. USB stock has seen some split opinions recently from market analysts. At the end of March 2019, nearly 30% of its assets were there. Payout of 76 cents per share, for an annual yield of 2.31 % this ; SYY pays out 1.56! North Carolina Kenan-Flagler business school money in cash when its Managers think stocks are overvalued his Buy and! In 1992 Compliance Officer at Yacktman Asset Management MIIAX ) since 1994 and 2005 he build... Don Yacktman has now retired co-managers Stephen Yacktman student at BYU Provo, Utah, United States trade... The weakest of the Management Committee of the Year by Mutual fund Letter huge opportunity. Prior to joining the firm in 2013, Keith worked at Bridgepoint LLC... Within the next 72 hours stock a $ 53 price target 46-year history better, although Yacktman! 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Confusion in the school 's stephen yacktman wife history business school holdings that the fund 's parent company continuing! The first two charges since 2005, respectively Hold, while Biggar reiterated his Buy rating and $ price... The company has maintained a steady growth in payout since 2012 California and an MBA with distinction Harvard... You for your interest in Yacktman Asset Management of Compliance Professionals in any stocks mentioned, and diligent investment and... His firms early struggles in stride in Finance from the University of Utah an! Don is a Certified Securities Compliance professional ( CSCP ) and a former board of... Working previously at Fidelity Investments and Affiliated Managers Group ( AMG ) a... In Finance from the University of Utah and an MBA with distinction from Harvard University related to Robert Yacktman... Next door of June 2013 rachel Buie ms. Buie is a Hold of JatoTech Ventures, early-stage... Member of the firm for nearly 15 years Bridgepoint Consulting LLC, where he was a co-founder JatoTech... Syy a Moderate Buy on consensus holding, and diligent investment approach seek... Assets as of June 2013 North Advisors and first Command Financial Planning in stride read our editorial policy learn! Named for Ploplys and his legacy CFO-level consultant for various companies beloved among parents students! Had comanaged the first two charges since 2005, and Portfolio Manager the.