AMG Yacktman Fund Q4 2025 Quarterly Scorecard: Buys, Sells, And Standouts

Our largest portfolio company, Samsung Electronics, outperformed in 2025 after underperforming in 2024. Samsung was awarded HBM qualification with NVIDIA in 2025 and ramped production quickly. South Korea is in the process of launching a broad set of reforms as part of its 'value-up' reforms modeled after the program in Japan.