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Financial Design & Research
FINANCIAL DESIGN & RESEARCH is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a small team.
Overview
FINANCIAL DESIGN & RESEARCH is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Year founded
1980
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Donald Yacktman
Founder
Sector focus
Frequently asked questions
Does Financial Design & Research invest in anything other than public equities?
There is no public record of the firm doing direct venture capital, private equity, or real estate investing. The investment approach visible through Yacktman Asset Management's public filings and the founder's own writings centers on publicly traded global equities, occasionally holding large cash positions when valuations are stretched. The firm is not known to participate in fund commitments to outside private-market GPs.
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