Harper Asset Management was founded in 2001 to offer clients a fundamental, long-term oriented approach to investing. In an industry in which time horizons are often measured in days or weeks, our long-term approach can seem like a rarity.

We invest in securities which are both financially safe and fundamentally undervalued. We emphasize the investment merits of each individual security and avoid engaging in macroeconomic or other forecasts. Our investm...

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Markets are chaotic and influenced by emotion, particularly during times of financial turmoil when steady decision making is most critical. We maintain a consistent, disciplined and time-tested approach to investing which is relevant in all markets.

The central feature of our philosophy is the margin-of-safety principle. We invest in equity securities which possess both safety and value. Combining both characteristics offers the best protection against ...

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We build client portfolios on a custom basis. The initial top-down step involves developing the appropriate asset mix given a client's risk aversion, age, income needs, and other factors.

Portfolios are constructed one security at a time, on the basis of each investment's risk and value. We identify prospective investments by utilizing various fundamental screens, browsing “new lows” lists, as well as through events which might cause securities to become...

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