Chase B. Frock

Yacktman seeks to achieve superior risk-adjusted returns over a full market cycle by employing an objective, patient, and diligent investment approach. They are research oriented and primarily utilize fundamental analysis for the selection of equity investments.

CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.