J.M. Hartwell

J.M. Hartwell

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AMG Affiliate Since


Investment Discipline

J.M. Hartwell Limited Partnership ("Hartwell") is a growth stock manager that applies a fundamental, bottom-up process to stock selection which has remained consistent since the firm's founding in 1961. The rigorous and disciplined approach to stock selection is designed to identify those companies that have an identifiable catalyst, and are able to generate unit volume growth while maintaining pricing power which should drive earnings growth. The portfolio manager invests in companies that have strong balance sheets, experienced management teams, and are involved in secular growth trends. Hartwell manages both domestic and international growth equity portfolios.

The Firm

Founded in 1961, Hartwell's clients include institutional investors and high net worth individuals. The company's distribution channels for delivery of its products include separate accounts and wrap programs. Hartwell is led by William C. Miller IV, Jordan Press, William Jones and Jennifer Miller (International).


Investment strategies

  • Growth Equity
  • Concentrated Growth Equity
  • Conservative Growth Equity
  • International Growth Equity
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