Founded in 2006 by Jeffrey Moskowitz and James Schwartz, Harvey Partners is an SEC-registered hedge fund manager based in New York. Specializing in small-cap US equities, the firm focuses on identifying companies with long-term secular growth opportunities and a significant margin of safety.
Jeffrey Moskowitz serves as Co-Managing Member and Chief Risk Officer at Harvey Partners, leveraging extensive experience from prior roles at C.E. Unterberg, Towbin, Genesis Capital Management, L.P., and Glickenhaus & Co. He earned a BSBA in Finance from Washington University in St. Louis - Olin Business School between 1979 and 1983. On the other hand, James A. Schwartz has served as a Managing Member at Harvey Partners LLC since its inception in January 2006.
Harvey Partners is a hedge fund managing discretionary assets totaling $978,704,000 as of their latest Form ADV dated March 20, 2024. According to their Q1 2024 13F filing, they oversee $943,966,262 in managed 13F securities, with a top 10 holdings concentration of 42.45%. AZZ, Inc. (Aztec Manufacturing Co.) represents their largest holding, with 718,500 shares held.
Hedge Fund Resource Center