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 BRANDS

We invest in a variety of small and medium businesses, as well as micro- and small-cap companies and ETFs, with experienced management teams within the restaurant, foodservice, and hospitality industries. While we actively pursue investment opportunities in ambitious, growth-focused brands with a minimum $1 million EBITDA, throughout New York and New England, we also evaluate opportunities to provide operational and strategic resources to increase profitability and revenue growth for small businesses, with margins of 10% or greater, in the United States, Canada, and the United Kingdom.

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

30-Day Total Return

-7.58%

QTR Capital Gains

-11.93%

YTD Total Return

-9.41%

Rtn Since Inception

-4.79%

Expense Ratio

0.0075%

Investment Assets

in thousands

$44.988

Cash Equivalents

in thousands

$800.375

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

#chefsforamerica

World Central Kitchen is working across America to safely distribute individually packaged fresh meals in communities that need support. Please consider donating to #ChefsForAmerica to help bring more meals to those experiencing food shortages.

Social Initiatives

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