Harvey Investments

Harvey Investment Company, LLC is an SEC-registered investment adviser based in Louisville, Kentucky. Established in 2000, the firm specializes in managing separately managed portfolios of common stocks for a diverse clientele, including institutions, families, and individual investors. Their investment philosophy centers on identifying and acquiring high-quality businesses at prices below their intrinsic value, aiming to provide clients with significant financial benefits while mitigating risk. The firm emphasizes a long-term investment horizon, focusing on fundamental business analysis and ignoring short-term market fluctuations to achieve tax-efficient portfolios through low turnover.

The company was founded in 2000 by Sam Harvey, who also serves as its President. Sam Harvey brings extensive experience to the firm, having started his investment career in 1972 and holding various leadership positions, including Director of Research, Chief Executive, and Chief Investment Officer of an Investment Management Group, prior to establishing Harvey Investment Company. Mary Herrmann, an original principal and Senior Vice President, has been with the company since its inception, overseeing client service, administration, and marketing. The firm's founding was driven by a commitment to providing an uncompromised investment strategy and fostering deep client relationships.

Harvey Investment Company conducts its own rigorous investment research, gathering proprietary information and making independent judgments. They often engage directly with the management teams of potential portfolio companies before making an investment, seeking a deep understanding of the businesses. Their selection process is stringent, ensuring that only companies meeting their strict criteria are considered. The firm primarily focuses on mid to large capitalization companies domiciled in North America, building concentrated portfolios that reflect strong conviction in each holding.

The team at Harvey Investment Company includes experienced professionals such as Josh Jevne, CFA, and Hunter Noble, both Senior Vice Presidents. Josh Jevne contributes to equity research and portfolio management, while Hunter Noble serves as the firm's Chief Compliance Officer, also participating in equity research and portfolio management. The firm prides itself on its independent thinking and a disciplined approach to investment management, aiming for long-term growth for its clients.