YORKTOWN MANAGEMENT & Overview
Yorktown Management & Research Company Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 17 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 120MM in positions, representing 12% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 120MM in positions, representing 12% of the manager's regulatory AUM.
YORKTOWN MANAGEMENT & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
YORKTOWN MANAGEMENT & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GNRC | 2.07% | Industrials | 28.07% | 0.48% | 0 | 0% | ||
| LPLA | 1.85% | Financials | -0.62% | -0.18% | 0 | 0% | ||
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FEATURED IN
YORKTOWN MANAGEMENT & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David D. Basten | President & Director | January-1985 |
| Leslie M. Basten | Director | April-1991 |
| Charles D. Foster | Chief Financial Officer | August-1988 |
| Alison M. Sigler | Shareholder | October-1994 |
| Austin D. Basten | Secretary/Treasurer & Director | February-2008 |
| Austin D. Basten | Chief Compliance Officer | September-2009 |
| David M. Basten | Shareholder | December-2012 |
YORKTOWN MANAGEMENT & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
YORKTOWN MANAGEMENT & Investment Strategy
YORKTOWN MANAGEMENT & Portfolio Concentration
YORKTOWN MANAGEMENT & Location
2303 YORKTOWN AVE
LYNCHBURG, Virginia
UNITED STATES, 24501-2146
LYNCHBURG, Virginia
UNITED STATES, 24501-2146
YORKTOWN MANAGEMENT & Contact Information
Phone Number: 434-846-1361
Fax Number: 434-846-1837
Website: null
Fax Number: 434-846-1837
Website: null
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