For nearly 20 years, Orchard Capital Management has been providing investors with diversified, perceptive, and extensively researched strategies and solutions. As a research-driven firm, we focus on uncovering undervalued or underappreciated investments to drive both our asset management joint venture and intrinsic value offerings.
Providing access to alternative investments and dependable investors
For investors: Orchard provides access to a diversified portfolio of alternative investments to achieve optimized portfolio weightings (1).
For managers: Orchard's joint venture with a rapidly growing RIA offers managers access to an expanding retail investor base that has been shown to be more dependable through market cycles.
Proprietary Value Funds and
Orchard employs a consistent and disciplined approach with an emphasis on fundamental research to develop proprietary investment knowledge. We use this knowledge to drive our estimate of intrinsic value and invest at a significant discount to generate excess returns.
Our team approach was created to thoroughly examine and evaluate investment ideas and challenge market assumptions.
Mr. Fairbank has over 20 years of investment management and private equity experience; he is the President of Orchard Capital Management.
In 2004, he co-founded and led the investment team at Orchard Ventures, a private equity fund. He is also the co-founder of several healthcare companies including Akebia (NASDAQ:AKBA) a spin-out from Procter & Gamble and Nymirum, a computational genetics firm where he serves as Executive Chairman.
Josh began his career at Frank Russell, one of the original major hedge fund of funds and fund advisors. He later founded an investment office at Raymond James where he managed investments for large family investors. He received his BA from Connecticut College and his MBA from the University of Chicago, where he serves as Investor-in-Residence and is an Adjunct Professor.
Joshua P. Fairbank
Mr. Harper has 20 years of investment management and advisory experience; he is the Chief Investment Officer of Orchard Capital Management and leads the family office that founded Orchard's small cap strategies in 2001.
Previously, Blake worked at the The Boston Consulting Group (BCG), where he advised large hedge funds, Fortune 1000 companies, and other financial institutions on strategy, corporate development and operations. Prior to BCG he was a senior research analyst in the investment management consulting division of Greenwich Associates. He began his career as an analyst at PaineWebber/UBS.
Blake received his MBA with honors from the University of Chicago and his BA from Colgate University where he concentrated on Economics and Political Science. He serves on several private company boards.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
As general policy, the firm will not disclose personal financial information about any client to non-affiliated third parties except as necessary to establish and perform its investment advisory and financial planning services.
The firm will maintain physical, electronic, and procedural safeguards that comply with federal standards to guard each client’s personal financial information. Such safeguards include restricting the use of any information to those employees that need access to provide the firm’s services. Clients’ personal financial information will be maintained in the firm’s central files and will be secured after normal business hours.
Hedge funds, private equity and other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market. They can be highly leveraged, speculative and volatile, and an investor could lose all or a substantial amount of an investment. Alternative investments may lack transparency as to share price, valuation and portfolio holdings. Complex tax structures often result in delayed tax reporting. Compared to mutual funds, hedge funds, private equity and other alternative investments are subject to less regulation and often charge higher fees. Alternative investment managers typically exercise broad investment discretion and may apply similar strategies across multiple investment vehicles, resulting in less diversification. Trading may occur outside the United States which may pose greater risks than trading on U.S. exchanges and in U.S. markets. Alternative Investments generally are offered through private placements of securities which are unregistered private placements and are available only to those investors who meet certain eligibility criteria. The above summary is not a complete list of the risks and other important disclosures involved in investing in alternative investments and is subject to the more complete disclosures contained in a particular Fund’s confidential offering documents, which must be reviewed carefully prior to investing.