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Home > Financial Services > Mutual Funds > Adams Harkness Funds
Adams Harkness Funds
Adams Harkness is one of the largest independent research, brokerage, and investment banking firms serving the institutional market. Headquartered in Boston, the firm was formed in 1969 by a merger of Weston W. Adams & Company and Harkness & Hill, with the goal of being the premier research-driven investment bank in the country.
Adams Harkness Small Cap Growth Fund seeks maximum capital appreciation. The fund typically invests at least 80 percent of net assets in the common stock of smaller, lesser-known companies whose stocks are traded in the U.S. markets. The Fund normally invests in companies that the Portfolio Manager believes are in an early stage or transitional point in their development and have above average prospects for growth. Smaller companies are defined as those with market capitalizations no greater than 3.0 billion dollar at the time of their purchase.
Their Corporate services are Employee Stock Option Programs (ESOP), Employee Stock Purchase Plans (ESPP), Corporate Stock Repurchases (buybacks).
In Employee Stock Option Programs Adams Harkness is uniquely positioned to offer professional assistance with incentive stock options, non-qualified stock options, and stock options granted to affiliates. Adams Harkness works closely to develop an option program designed to coordinate the tracking, financing, and exercising of stock options. Since Adams Harkness is a self-clearing firm, it is well positioned to ensure prompt transfer and clearance of securities, as well as rapid disbursement of funds.
The Adams Harkness investment banking team consists of 36 dedicated professionals focused on 11 franchises in the consumer, healthcare, and technology growth sectors. Adams Harkness enrich every aspect of the investor company’s financial life cycle by drawing on their own successful careers as entrepreneurs, attorneys, doctors, and engineers. And from associations with senior-level executives and boards of directors, Adams Harkness keep close ties to the investors industry.
With industry-specific, emerging growth focus, Adams Harkness helps to clearly differentiate the investor’s business model and position his company to appeal to institutional investors. Adams Harkness has an efficient sales and trading distribution staff ready to ensure that IPO is executed smoothly.
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