About Yorktown Funds

Time-tested principles. Forward-looking solutions.


True to Our Roots

The core beliefs and values that govern who we are and what we do have remained constant and are just as relevant today as they were 40 years ago. Staying true to our roots and values has been instrumental in driving positive outcomes for the investors and institutions whom we have the privilege of serving.

We personally invest alongside our clients and put them first.

We strive to exemplify the highest ethical standards.

We are committed to complying with both the letter and the spirit of the laws, regulations and the highest ethical standards.

Professionalism has been our North Star since we began our business. We are proud of our reputation for hard work, the quality of the individuals who work at our firm and the quality of our investment research, asset management services and results.

Our most important asset is our reputation.

Integrity and trust takes years to build and every decision and action underscores our commitment to burnishing it.

We believe in remaining small and being nimble. Which, we believe, enables us to better take advantage of today’s hyper-fast interconnected and interconnected global investment world.