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:
104.27%
Gain
Monthly
1.06%
Yearly
13.44%
Drawdown
68.82%
$372.78M
Equity
Holdings
$372.78M
Investment
$204.41M
$257.42M
Profit -$9.93M
Realized
$89.06M
Unrealized
$168.37M
Dividends
$1.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 67% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$9.93M
Win %
77%
This Week
Compared To Last Week
Gain
-5.67%
Profit
-$22.39M
Win %
77%
This Month
Compared to last month
Gain
1.28%
Profit
$4.71M
Win %
77%
This Year
Compared to last year
Gain
19.06%
Profit
$59.68M
Win %
78%
Events
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Dividends
Dividend Analysis
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| Trades 130 | Longs Won 104/130 80% | Profit Factor 10.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.75M |
| Average Win $2.73M | Best Trade (Jul 09) $94.76M | Sharpe Ratio -9.11 |
| Average Loss -$1.02M | Worst Trade (Jul 15) -$6.59M | Z-Score 2.18 (97.1%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 5d | Expectancy $1.98M |
| 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% | 0.02% | 0.44% | 7.72% |
| Consecutive Losing Trades | 364 | 328 | 291 | 255 | 218 | 182 | 146 | 109 | 73 | 36 |
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Returns
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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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