Harvard House Investment Management (Pty) Ltd started as a private client asset manager, serving the local Natal Midlands market. The investment philosophy of growth at a reasonable price, with a heavy emphasis on increasing income yields over time proved popular with the predominantly retired population, with the result that assets under management grew steadily from year to year. More recently, the company has broadened its offering for higher net worth individuals, yet remained loyal to its original value proposition of transparency to clients, value for money, and consistency in investment approach.

In January 2004 the decision was taken to launch an institutional arm to the asset management business. Clients were sourced and the division experienced rapid growth. The company now manages funds for independent reinsurance companies and selected pension and provident funds, on a segregated and pooled basis. The company has also launched its own suite of unit trusts to broaden its offering to clients.