Juniper Investment Company Portfolio
Invests via Juniper Investment Company LLC | Managed by Juniper Investment Company LLC
Invests via Juniper Investment Company LLC
Managed by Juniper Investment Company LLC
Automatically Tracked
Company Profile
Deploys opportunistic and growth capital across public and private markets with emphasis on small-cap equities, credit instruments and sponsor-backed private deals. Juniper Investment Company structures multi-asset portfolios for institutional and high-net-worth clients, blending active stock selection with direct lending and secondary positions to generate income and upside. Risk management centers on concentrated sector bets in financial services and technology, flexible duration in fixed income, and a governance-led approach to portfolio company oversight.
Deploys opportunistic and growth capital across public and private markets with emphasis on small-cap equities, credit instruments and sponsor-backed private deals. Juniper Investment Company structures multi-asset portfolios for institutional and high-net-worth clients, blending active stock selection with direct lending and secondary positions to generate income and upside. Risk management centers on concentrated sector bets in financial services and technology, flexible duration in fixed income, and a governance-led approach to portfolio company oversight.
Investment Philosophy & Strategy
Operates an opportunistic, multi-asset strategy blending small-cap equity alpha, direct lending, and sponsor-backed private investments to deliver income and capital appreciation. Focuses on concentrated sector exposures—financials and technology—with active stock selection, flexible fixed-income duration and selective secondary positions to enhance liquidity. Underwriting prioritizes governance, downside protection and sponsor alignment; capital allocation rotates between public and private pockets based on valuation dislocations and yield pick-up. Tailors mandates for institutional and high‑net‑worth clients with disciplined risk controls.
Operates an opportunistic, multi-asset strategy blending small-cap equity alpha, direct lending, and sponsor-backed private investments to deliver income and capital appreciation. Focuses on concentrated sector exposures—financials and technology—with active stock selection, flexible fixed-income duration and selective secondary positions to enhance liquidity. Underwriting prioritizes governance, downside protection and sponsor alignment; capital allocation rotates between public and private pockets based on valuation dislocations and yield pick-up. Tailors mandates for institutional and high‑net‑worth clients with disciplined risk controls.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
470.25%
Gain -4.22%
Monthly
2.17%
Yearly
29.45%
Drawdown
45.02%
$347.27M
Equity
Holdings
$347.27M
Investment
$227.1M
$221.32M
Profit -$7.12M
Realized
$101.15M
Unrealized
$120.18M
Dividends
$1.55M
Goals
Avg. 48.67% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 67% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.22%
Profit
-$7.12M
Win %
72%
This Week
Compared To Last Week
Gain
-3.23%
Profit
-$11.58M
Win %
72%
This Month
Compared to last month
Gain
-4.99%
Profit
-$18.23M
Win %
72%
This Year
Compared to last year
Gain
-8.37%
Profit
-$31.72M
Win %
74%
BVS Bioventus Inc. Class A
-3.84%
-$3.68M 
TWIN Twin Disc Inc.
-2.45%
-$635,471.48 
OFIX Orthofix Medical Inc.
-2.29%
-$977,359.46 
ALNT Alliant Energy Corporation
-1.56%
-$1.15M 
LINC Lincoln Educational Services Corporation
-0.84%
-$329,263.54 
AORT Artivion Inc.
-0.73%
-$323,181.6 
LYTS Lsi Industries Inc.
-0.49%
-$78,139.9 
BSX Boston Scientific Corporation
-0.17%
-$307.5 Events
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Dividends
Dividend Analysis
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| Trades 137 | Longs Won 109/137 79% | Profit Factor 7.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.41M |
| Average Win $2.33M | Best Trade (Oct 14) $30.6M | Sharpe Ratio -9.45 |
| Average Loss -$1.18M | Worst Trade (Oct 14) -$8.78M | Z-Score 2.63 (99.15%) |
| Commissions $0 | Avg. Trade Length 2y 5m 4w | Expectancy $1.62M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 295 | 265 | 236 | 206 | 177 | 147 | 118 | 88 | 59 | 29 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALNT Alliant Energy Corporation | 762,305 | $20.23M | $72.78M | - | $52.56M | 259.87% | -1.557% |
 ALOT Astronova Inc. | 535,203 | $7.36M | $15.52M | - | $8.15M | 110.79% | 0.0 |
| AORT Artivion Inc. | 2.02M | $46.81M | $43.85M | - | -$2.96M | -6.32% | -0.732% |
| BSX Boston Scientific Corporation | 4,100 | $174,988 | $180,666.5 | - | $5,678.5 | 3.25% | -0.17% |
| BVS Bioventus Inc. Class A | 6.94M | $54.27M | $92.15M | - | $37.88M | 69.8% | -3.842% |
| LINC Lincoln Educational Services Corporation | 1.73M | $10.03M | $38.77M | - | $28.73M | 286.36% | -0.842% |
| LYTS Lsi Industries Inc. | 781,399 | $14.1M | $15.73M | - | $1.63M | 11.58% | -0.494% |
 MG Mistras Group Inc | 61,138 | $1.11M | $1.32M | - | $205,117.99 | 18.41% | +4.378% |
| OFIX Orthofix Medical Inc. | 4.44M | $63.91M | $41.63M | - | -$22.28M | -34.87% | -2.294% |
| TWIN Twin Disc Inc. | 1.02M | $9.1M | $25.35M | - | $16.24M | 178.47% | -2.446% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Juniper Investment Company?
The largest contributions to the portfolio's profits come from the following stocks: Lincoln Educational Services Corporation - $39.63M, Transcat Inc - $18.21M, VSE Corporation - $14.88M, Artivion Inc - $14.23M, and Intest Corporation - $10.03M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Sunlight Financial Holdings Inc - $2.96M, Xtant Medical Holdings Inc - $127,464.04, Hurco Companies, Inc - $25,071.2, and Precision Optics Corporation, Inc - $24,028.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Juniper Investment Company's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.55M earned over time. The largest contributors to dividend income include Twin Disc Inc - $502,632.22, Alliant Energy Corporation - $482,771.33, VSE Corporation - $392,787.75, Lsi Industries Inc - $132,994.55, and Triumph Group Inc - $31,599.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Juniper Investment Company's monthly returns?
Juniper Investment Company's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Juniper Investment Company's strategy be considered aggressive or moderate?
Juniper Investment Company's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Juniper Investment Company's strategy?
Juniper Investment Company's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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