Strategy and methodology

Harper Capital’s investment strategy and methodology involves quantitative and qualitative top-down and bottom-up approaches towards investing in different asset classes. We construct portfolios based on the client’s return objective and risk tolerance with a disciplined focus on offering to each client the highest probable expected return for a given level of risk.

  • Harper Capital seeks to use the power of long-term compounding of capital
  • We view risk as not the volatility from day-to-day changes in security prices, but the permanent loss of capital
  • We seek to meet investor goals and, at the same time, protect against permanent loss of capital
  • Our fee structure is aligned with the interests of investors

For institutional clients, Harper Capital seeks to construct focused, strategy-specific portfolios that have high active share; for private wealth management, we seek to construct broadly diversified, multi-asset portfolios.

To know how Harper Capital Management can help you fulfil your long-term institutional investment or private wealth management goals, please
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