For over five decades, J.M. Hartwell LP (Hartwell) has focused exclusively on growth stock investing. We employ a disciplined, fundamental, bottom-up approach to investment management. Hartwell manages growth stock portfolios for individuals and institutions.
Our Mission
To provide excess returns over the relevant indexes by holding a select number of growth stocks while maintaining a focus on preservation of capital.
Firm History
Hartwell was founded in 1961 by John M. Hartwell, a pioneer of growth stock investing. In 1966, Hartwell became an SEC Registered Investment Advisor. In 1994, Affiliated Managers Group (NYSE: AMG) purchased a controlling interest in Hartwell. Four Principals and Affiliated Managers Group (AMG) own 100% of the firm. AMG provides administrative, legal and compliance support. This allows our professionals to focus on the investment process, client service, and managing the firm. Our organizational flexibility lends itself to the processing of investment information and, therefore, to effective and efficient investment decision-making and client communications.