The Yorktown team is well established in the US market. We have accumulated many years of experience in managing various investment products and our focus has always been to provide excellent service to the high end investment community. Our custom built investment strategy always is based on the clients’ personal objectives. Our “top down” and “bottom up” processes help our clients realize the best asset allocation that finds the balance between risk and return. 

 

Our main investment principles are as follows:

 

• First our priority is capital preservation. We have an extremely rigorous risk assessment process to make sure our clients’ investment principal is safe. 

• Cash flow is our preference. We like investment products that provide long term and steady cash flows

• We look for products with the best returns when the above two conditions are satisfied. 

• Finally we continue to monitor the market and try to identify the best opportunity for an exit or asset reallocation.