HARVEST CAPITAL Overview

Harvest Capital Management Inc is an investment advisor that manages 473 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 214MM in positions, representing 45% of the manager's regulatory AUM.

HARVEST CAPITAL StockAlpha

-4.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HARVEST CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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HARVEST CAPITAL Founders and Key Employees

Name Title In Position Since
Marshall G. Rowe President/Cio/Chief Compliance Officer September-1995
James A. Fitts Managing Director, Chief Planning Officer January-2015
Diane Chadwick Chief Operating Officer January-2015
John F. Weeks Managing Director, Family Wealth & Business Transition Planning January-2015

HARVEST CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HARVEST CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Philosophy


Multi-asset class, global capital allocations, tactical reallocations.


Harvest first determines a client’s priorities and then designs a specific strategy which has the best risk-adjusted probability of meeting their goals. Our objective is the preservation of capital while seeking growth of principal and income through prudent
levels of risk.




Harvest Capital Management, Inc. Page 5
We deliver a globally diversified, multi-asset class approach to investing. It incorporates the progressive and rigorous discipline employed by leading endowments but is customized for circumstances that are unique to each client. Based on our research, we choose specific securities, financial instruments and specialized managers that best represent the asse...
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HARVEST CAPITAL Portfolio Concentration

HARVEST CAPITAL Location

114 N MAIN ST STE 301
CONCORD, New Hampshire
UNITED STATES, 03301

HARVEST CAPITAL Contact Information

Phone Number: 603-224-6994
Fax Number: 603-224-7713
Website:

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