York Capital Management Global Advisors, LLC

York Capital Management Global Advisors is an operating business subsidiary of York Capital Management. The parent company was founded in 1999 and is a fee only investment management and financial planning firm located in Denver. The company manages assets largely for individuals and families on a discretionary basis, maintaining a competitive edge in long term investment performances by “employing a disciplined management approach that provides the highest possible return within reasonable levels of risk.” York Capital Management focuses on tactical asset allocation and diversification, seeking to establish the “proper portfolio mix and management of stocks, bonds and cash.” Tactical asset allocation focuses on investment decisions based on global economic trends to take advantage of market volatility that exists to “add value and reduce the risk of underperforming by investing in asset categories that will likely outperform during certain stages of business and stock market cycles.” The company has David York, the founder and current owner of the company, acting as the President and handling duties including business development, account administrator, compliance, research, portfolio management, trading, back office operations and systems and technology, and Bronwyn Chaney York handling office infrastructure tasks that involve client service activities, research, marketing, operations, and accounting assistance. The company focuses on the consumer staples and finance sectors, together making up approximately 40% of asset allocations, and also invests in the transports, information technology, consumer discretionary, health care, materials, and industrials sectors, among others, in order of decreasing amount allocated. The company currently manages the portfolios of individual stocks, bonds, mutual funds, Exchange-Traded funds, CDs and tax-deferred annuities including two tactical allocation portfolios, Dynamic Growth and S&P Growth, and five asset allocation portfolios, Global Equity Growth, Moderate Growth, Conservative Growth, Balanced Growth, and Income. York Capital Management Global Advisors’s market value has significantly increased in the recent two years, going from $4.8 billion in 2013 to its current valuation of $14.5 billion.