Boston York is a restaurant, foodservice, and hospitality micro-investment group focused on developing solid brands that consistently deliver outstanding food and service. Our portfolio includes some of the most recognizable brands in the food and beverage industry, as well as startups and small businesses that are changing the culinary and sustainability landscapes.

Our portfolio includes some of the most recognizable brands in the food and beverage industry, as well as startups and small businesses that are changing the culinary and sustainability landscapes. We invest in a variety of small and medium businesses, as well as micro- and small-cap companies, with experienced management teams within the restaurant and hospitality industries.

Boston York is a restaurant, foodservice, and hospitality micro-investment group focused on developing solid brands that consistently deliver outstanding food and service. We invest in a variety of ambitious, growth-focused small and medium businesses, as well as micro- and small-cap companies, within the restaurant and hospitality industries with a minimum $1 million EBITDA, a well as provide operational and strategic resources to increase profitability and revenue growth for small businesses, with margins of 10% or greater, throughout New York and New England.

Our portfolio includes some of the most recognizable brands in the food and beverage industry, as well as startups and small businesses that are changing the culinary and sustainability landscapes.

We invest in a variety of ambitious, growth-focused small and medium businesses, as well as micro- and small-cap companies, within the restaurant and hospitality industries with a minimum $1 million EBITDA, a well as provide operational and strategic resources to increase profitability and revenue growth for small businesses, with margins of 10% or greater, throughout New York and New England.

DYNAMIC 50/30/20 LONG-TERM
GROWTH FOOD & BEVERAGE TRUST

As of April 15, 2021

30-Day Total Return

1.26%

QTR Capital Gains

3.79%

YTD Total Return

6.68%

Rtn Since Inception

23.04%

Expense Ratio

0.0075%

Investment Assets

in thousands

$915.198

Cash Equivalents

in thousands

$271.929

This website is for informational purposes only and is not a solicitation, offer or advice to buy or sell securities or services.

The material provided herein is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any interests in the Fund or any other securities, and should not be considered a recommendation to purchase or sell any particular security.

PORTFOLIO HOLDINGS

Social Initiatives

We donate 10% of profits to charities focused on hunger and nutrition, every year.

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