Hackberry Capital Management

Hackberry Capital provides discretionary portfolio management primarily to individual investors — including high-net-worth individuals — and to corporations or other businesses, offering account-by-account management of client assets. The firm reports managing approximately $1.4 million and generally constructs portfolios composed mainly of common stocks selected for long-term appreciation.

The adviser pursues a concentrated global value investing approach, typically holding a focused set of securities and emphasizing a margin of safety, analysis of business character, and avoidance of excessive diversification; leverage is not employed. Services are generally implemented on a discretionary basis and the firm will tailor portfolios only at a client’s request.

Notably, the firm may accept performance-based allocations from Qualified Investors (subject to a high-water mark) while also managing accounts that pay traditional management fees, and it says similar strategies are used across both fee arrangements. The brochure also discloses that the firm’s principal maintains outside employment as a design engineer that accounts for a substantial portion of his time, a practical detail prospective clients may consider when evaluating service capacity.