Yorktown Funds Email Format

Financial ServicesVirginia, United States2-10 Employees

Yorktown Funds is a financial services firm based in Forest, Virginia, founded in 1985 by David D. Basten and still led by its founder. The company focuses on constructing portfolios through a center-of-the-market approach that seeks to deliver stable, solid returns by diversifying across a cross-section of capitalizations, styles, and geographies while avoiding overweight stakes in any single position. With a commitment to ethical standards and a reputation for research quality, Yorktown emphasizes being performance driven and risk aware, operating as a small, privately held, family- and employee-owned organization. The firm communicates investor prudence and integrity as core values, and it distributes through Ultimus Fund Distributors, LLC. In recent activity, Yorktown has reported small-position investments in assets such as Dorman Products and Iridium Communications, reflecting its ongoing diversified investment strategy.

Sign up for free to view info

Company overview Employee directory