LYNCHBURG, Va.–(BUSINESS WIRE)–The Yorktown Small Cap Fund (YOVIX) has added James O’Leary, CFA, as a co-portfolio manager. Mr. O’Leary is the CIO and Senior Portfolio manager for Henry James International Management Strategies.
“We are quite excited to have James officially added to the prospectus,” said current Yorktown Small Cap manager Michael Borgen of Sapphire Star Capital, which sub-advises the Fund. “We’ve worked together in the past and our systems and styles blend together very seamlessly.”
The two managers previously worked together at Navellier, where they collaborated on the international portfolio O’Leary then managed. Since leaving Navellier, O’Leary has run Henry James International Management, and will still continue to do so.
The decision has been a long time in the making, as both Borgen and O’Leary remain close friends and communicate regularly. “It got to the point where we were talking so much and sharing ideas, that it just made sense for me to join the portfolio,” said O’Leary about the change.
“This is a great thing for our shareholders,” said Borgen. “O’Leary’s familiarity with the fund will allow for him to transition quickly and hit the ground running.”
In his role as co-portfolio manager, O’Leary will provide macro-economic advice and lend his investment acumen as needed. As lead manager, Borgen will retain day to day operations investment selection and will have final investment decisions in the portfolio.
About Yorktown Funds
For over 30 years, Yorktown Funds has operated as an independent boutique asset management firm with a singular purpose: to help our clients create more secure financial futures. Through all market cycles our goal has been unwavering: to provide investors with trusted counsel, exemplary service and value-added strategies across a range of investment disciplines. You can find more information about Yorktown funds here: www.yorktownfunds.com/
About Sapphire Star Capital
Sapphire Star Capital is a boutique asset manager specializing in systematic equity and equity derivative strategies ranging across the market capitalization spectrum. Its proprietary multi-factor small cap investment selection model combines quantitative fundamental analysis with a robust risk/reward assessment in order to identify investments capable of providing superior risk-adjusted returns over the long-term. To learn more about Sapphire Star Capital, go to www.sapphirestarcapital.com/
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-544-6060. The Fund is distributed by Unified Financial Securities, LLC.
Small cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Investing involves risk, including loss of principal, and there is no guarantee that the investment strategy will succeed.
8710108-UNI-7/5/2019
Contacts
Media Enquiries
Lyceus Group
Tucker Slosburg
[email protected]
206.652.3206
Investor Enquires
Yorktown Funds
Alex Close
434-846-1361
[email protected]
