Perkins Capital Management, Inc.

Overview

Perkins Capital Management, Inc. is a private investment firm specializing in managing portfolios for high-net-worth individuals and institutions. The firm focuses on achieving superior investment returns by identifying public companies undergoing positive changes that may lead to higher earnings and increased share prices. This approach typically results in a diversified portfolio across large, medium, and small market capitalizations. Established in 1984, Perkins Capital Management has over 37 years of experience in the investment business. The firm's team, including Daniel S. Perkins, Richard C. Perkins, and Harry A. L. Lindberg, Jr., serves as the investment advisor to private and institutional accounts totaling over $118 million. The firm's investment strategy emphasizes a deep fundamental, bottom-up investment approach with a technical overlay, aiming to build portfolios that match the risk tolerance and holding period of institutional investors in the context of today's market volatility. Perkins Capital Management is committed to providing high-quality financial advice and support, building lasting relationships with clients through personalized service. The firm operates with a focus on transparency, integrity, and client-centered service, striving to help clients achieve their financial goals through tailored investment strategies. The firm's dedication to excellence is evident in its comprehensive approach to portfolio management, which includes a disciplined investment process and a commitment to innovation and direct, honest feedback.