Harvard House Investment Management (Pty) Ltd

Overview

Harvard House Investment Management (Pty) Ltd is an independent financial services group based in Howick, South Africa, providing a comprehensive range of financial solutions to clients, including accounting and tax services, asset management, short-term insurance broking, and financial and estate planning. The firm operates under the Harvard House Group, which has been serving clients since 1972. The company's investment philosophy emphasizes growth at a reasonable price, with a strong focus on income generation and increasing income yields over time. This approach has been well-received by both retirees seeking to live off their investments and younger investors appreciating the benefits of compounding income. Harvard House offers a variety of products, including tailored discretionary portfolios, unit trusts, tax-free investments, and portfolios within non-discretionary, regulated products such as living annuities, retirement annuities, and preservation funds. Harvard House is committed to sustainability and value for money, striving to change paradigms in the financial services arena to ensure both. The firm maintains a strong presence in the local Natal Midlands market and is expanding into larger metropolitan areas such as Johannesburg, Durban, and Cape Town. The company's mission is to leverage its network of expertise, technology, and human relationships to educate, assist, and empower people to achieve their financial objectives.

Investment Focus

• Investments are typically in equity, fixed income, property, and global markets
• Focus on growth, late stage, pre-IPO, and buyout stages
• Geographical focus includes South Africa and various international markets
• Industries include financial services, real estate, technology, healthcare, consumer goods, energy, materials, telecommunications, utilities, industrials, consumer services, financial technology, media, transportation, and retail

Portfolio Companies