For many investors, trendy bets directly target their Achilles’ heel: Splashy returns in a high-profile space that everyone’s talking about. Invariably, however, the spotlight seeks out the next new thing, market enthusiasm wilts, and the returns sag from their sugar highs.
Popular trends and narrow bets may outperform the market in the short term, but they aren’t built to preserve and grow investors’ capital over time. While most people understand the importance of investing, they aren’t as clear on how to navigate the markets.
to heighten awareness of smart investment opportunities, we've partnered with yorktown funds, a mutual fund company committed to helping take the mystery out of investing for their clients while seeking to provide stable, solid returns.
Yorktown’s secret sauce?
They plunge into the depths of the market to create highly diversified portfolios invested in companies of all sizes, styles, and geographies.
Emphasizing growing revenues and cash flow, healthy book values, solid earnings, and strong management teams, Yorktown seeks out companies that can deliver compounded returns for patient investors.
And once they establish a position? They vigorously monitor it to avoid the added risk resulting from outsized exposures.
It's not a complicated strategy, but it takes the guesswork out of investing for the long haul.
Plus, it’s a strategy grounded in founder David D. Basten’s early-career pledge to set his mother up with a solid financial future. That resulted from David’s frustrations with the losses sustained by the bank trust department tasked with managing the inheritance his mother received after his father died.
He believed he could manage her money better. So, he left Mason & Lee, the predecessor to Legg Mason where he worked with his father-in-law, established an investment firm, built a growth portfolio, and started generating strong risk-adjusted returns.
Since then, Yorktown’s Growth Fund has earned a Lipper Award and 5 stars from Morningstar, yet David considers his greatest achievement to have delivered solid returns for his mother and hundreds of investors like her.
We’re working with David and his team, which includes his daughter and two sons, on sharpening their sales and marketing strategy, including raising awareness of Yorktown’s surprise-free approach to investing.
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