Meet Yorktown Funds

A View From the Center of the Market

Complex and trendy investment strategies are great when they’re working, but they tend to falter as the sophisticated approach becomes a burden or the hot story grows stale.

Which runs counter to most individuals’ interest in investing in a fund that performs year in and year out.

In this webcast, our founder David D. Basten discusses his personal drive to provide steadier investment opportunities for nearly four decades. What began as a desire to help his mother preserve her inheritance grew into a strategy to help people like her: Individuals who don’t know much about the stock market, but deserve to benefit from its returns.

David-D-Basten

David D. Basten

PRESIDENT & CIO

Center-of-the-market investing: An investment approach in which a portfolio holds a limited amount of securities from a broad cross-section of capitalizations, styles, and geographies within the global equity or fixed income markets. 

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Also part of the discussion:

  • How our rigorous oversight optimizes our portfolios
  • How vast diversification and high active share can co-exist
  • The importance of family in building and sustaining a firm