Harvey Investment Company is a SEC registered investment adviser located in Louisville, Kentucky. We manage portfolios for institutions, families, and individual investors through separately Managed accounts. We build portfolios of common stocks that seek all the upside in the markets while trying to carry less risk.
We believe a small collection of outstanding businesses, led by shareholder-friendly CEOs, will outperform the general market over the course of the economic cycle. We do our own investment research. We gather our own information, make our own judgments, and attempt to visit with management before ever making an investment.
We believe a small collection of outstanding businesses, led by shareholder-friendly CEOs, will outperform the general market over the course of the economic cycle. We do our own investment research. We gather our own information, make our own judgments, and attempt to visit with management before ever making an investment.
Services
The Harvey Investment Company was founded in 2000 to provide an uncompromised investment strategy to our clients. Our size and structure allows us to develop deep relationships with our clients and focus on delivering extraordinary investment advice. Sam Harvey is the President of Harvey Investment Company.
We have over 150 high net worth individuals and families that trust us to grow their wealth for generations. We provide custom portfolios built with common stocks. We act as investment adviser for trusts of all types. While we do not act as a corporate trustee, we are happy to work with the trustee of your choice or give recommendations.
We believe purchasing high quality companies below their intrinsic value provides our clients the tremendous financial benefits of stock ownership while also reducing risk. Our investors' portfolios are built on a company by company basis. Stock selection is not driven by top down macroeconomic considerations, sector allocation, or an attempt to mimic an index in a particular way.
Buyer enthusiasm continues to send the stock market higher. The S&P 500 Index rose 8.55% in the second quarter, boosting the 2021 six-month result to a 15.25% gain. For most investors, it has likely become a joyous trip to the mailbox each month to examine their monthly investment statement. As is invariably the case, many justifications have been conjured to explain the higher and higher price levels.
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