Introduction of Yorktown Funds, A New Family of Sub-Advised Funds From API

 
LYNCHBURG, Va. - May 1, 2016 - PRLog -- API Funds today announced the launch of Yorktown Funds, a new family of sub-advised funds. Yorktown Funds will seek to partner with leading investment managers in specific areas of expertise. The mission of the Yorktown Funds is to develop the high quality products financial professionals need in their efforts to construct customized portfolios that directly address each client's individual risk/return parameters. The initial two Yorktown Funds are the Small Cap Fund, sub-advised by Vericimetry Advisors, and the Mid Cap Fund, sub-advised by William Blair.

David M. Basten, Managing Director of API Funds explained the rationale for this new fund family: "API is committed to working with financial advisors to help them create portfolios that meet a wide range of investor needs, goals and preferences. Over the years, advisors have expressed the need for highly focused funds that align with specific segments of the multiple-manager portfolios they create for their clients. API is introducing Yorktown Funds in response to this need."

The Yorktown Small Cap Fund, sub-advised by Vericimetry Advisors, Fund seeks to provide a specific asset class risk-reward exposure by investing in a diverse universe of marketable small-value stocks. Vericimetry Advisors is an academically based, quantitatively structured investment adviser providing capacity constrained asset class strategies. The company employs PhDs with many years of experience in tax efficient investment, portfolio designs and mathematical statistics.

The Yorktown Mid Cap Fund, sub-advised by William Blair, implements a core focus on value and growth companies. The Fund seeks to (1) invest in mid cap quality companies that are expected to have solid growth in earnings and (2) identify mid cap companies priced at discounts to their intrinsic values and with fundamentals that are solid or improving. William Blair is a global investment banking and asset management firm committed to building enduring relationships with clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with offices in 19 cities across five continents.

About API Funds

Since 1985, API Funds and Portfolios have helped clients achieve long-term investment goals using a proprietary investment methodology based on the principles of Modern Portfolio Theory. Each of API's Efficient Frontier Funds and Master Allocation Portfolios employ a powerful institutional investment management approach that is supported by sophisticated technology and research that covers the full range of asset categories world-wide. The API funds and portfolios enable investment intermediaries to outsource a professional process that applies fiduciary standards and prudent management of globally diversified portfolios. Further information available at www.apifunds.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. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Investing involves risk, including loss of principal. There is no guarantee that this, or any investment strategy, will succeed. Small and mid cap investing involves greater risk no associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.

Diversification does not ensure a profit or guarantee against loss.

Distributed by Unified Financial Securities, LLC (Member FINRA)


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Kenan Bell
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Tags:Mutual Funds, Investment Portfolio, Modern Portfolio Theory
Industry:Financial
Location:Lynchburg - Virginia - United States
Subject:Companies
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