Harper Asset Management manages a small-cap value investment product for institutional or wrap/sub-accounts. The composite is managed according to the firm’s bottom-up, value style, with a focus on margin of safety and low absolute valuations. Harper Small Cap Equity encompasses micro-cap investments, as our capacity presently allows it and we find smaller companies to be more inefficiently priced.

Information about Harper’s Small Cap Value product:

-Minimum Account size: $50,000
-Composite Inception Date: 5/31/2008
-Range of Holdings: 20-30
-Market Cap Range (at purchase): $20 million-$2 billion
-Median Market Cap at 12/31/2011: $445 million

View Historical Performance.