Juniper Investment
Reporting period: Jun 30, 2025
Filling Date: Aug 14, 2025
Juniper Investment Company, LLC is an investment management firm based in New York, founded in September 2008 by Alexis P. Michas and John A. Bartholdson. The firm focuses on a concentrated portfolio of small-cap U.S. publicly traded companies (typically under US$1 billion market-cap) and positions itself as a long-term owner rather than a short-term stock trader.
Part of their strategy is actively engaging with the management of their portfolio companies in order to execute strategy, improve operations, and maximise long-term value while managing risks. By some estimates, as of late 2023⁄early 2025 the firm held major stakes in companies such as Lincoln Educational Services Corporation and Bioventus Inc., with its estimated net worth in the US$100 million + range.
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