Yorktown Management & Research Co Inc.

Mutual Fund Virginia, United States ·Founded 1989

Overview

An independent asset management firm based in Forest, Virginia, Yorktown Management & Research Co Inc. offers a range of mutual funds designed to provide diversified investment options. Their portfolio includes funds focused on both fixed income and equity investments, catering to various investor preferences. The firm's investment approach emphasizes long-term thinking and results, aiming to deliver less fluctuating returns through highly diversified strategies. They focus on the center of the market, investing in a limited number of companies across different capitalizations, styles, and geographies. With over 35 years of experience, Yorktown Management & Research Co Inc. has built a reputation for integrity, hard work, and quality investment research and asset management services. Their commitment to performance-driven and risk-aware strategies has been a cornerstone of their operations across multiple market cycles.

Investment Focus

  • Accredited Investors

Portfolio Companies

Dave Inc.Comfort Systems USA, Inc.IES Holdings, Inc.Accelerant HoldingsZeta Global Holdings Corp.Figure Technology Solutions, Inc.Lyft, Inc.Loar Holdings Inc.Procore Technologies, Inc.Nova Ltd.

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Frequently asked questions about Yorktown Management & Research Co Inc.

What sectors does Yorktown Management & Research Co Inc. invest in?

Yorktown Management & Research Co Inc. invests in Financial Services, and is based in Virginia, United States. Yorktown Management & Research Co Inc. is listed as a mutual fund in the ConnectSafely investor database.

What stage does Yorktown Management & Research Co Inc. invest at?

Yorktown Management & Research Co Inc. backs companies at Growth and Late Stage.

Which regions does Yorktown Management & Research Co Inc. invest in?

Yorktown Management & Research Co Inc. invests across United States.

What companies has Yorktown Management & Research Co Inc. invested in?

Yorktown Management & Research Co Inc.'s portfolio includes Dave Inc., Comfort Systems USA, Inc., IES Holdings, Inc., Accelerant Holdings, Zeta Global Holdings Corp., Figure Technology Solutions, Inc., Lyft, Inc. and Loar Holdings Inc..

Last updated · Source: ConnectSafely investor database