About Harvest ETFs
What we believe
Businesses create wealth. The past two centuries’ remarkable global improvements in GDP, standards of living, and life expectancy have been powered by private enterprise. That fact sits at the core of Harvest ETFs’ investment philosophy.
At Harvest ETFs, we believe that investors can build and secure wealth by owning high-quality businesses for the long term. Since 2009 we have created investment products to deliver on that philosophy.
Our investment philosophy involves three key steps: finding growth industries or economic mega-trends, identifying the best-positioned businesses to capture that growth opportunity, and, when the sector is suited to delivering income, generating monthly cashflows on holdings of those businesses. Sticking to that formula for success is what has made our ETFs stand out in the Canadian market.
“I believe that the best path for investment success is through ownership of quality businesses in growth industries.”
Learn How We Invest
Equity Income ETFs
Harvest Equity Income ETF portfolios invest in leading companies and generate steady income through dividends and call options. These ETFs pay attractive, tax-efficient, monthly distributions.
Equity Income ETFs
Harvest Equity Income ETF portfolios invest in leading companies and generate steady income through dividends and call options. These ETFs pay attractive, tax-efficient, monthly distributions.
Enhanced Equity Income ETFs
Harvest Enhanced Equity Income ETFs apply approximately 25% leverage to select Harvest Equity Income ETFs. These ETFs have an elevated risk-return profile, greater market growth opportunity, and higher monthly income.
Enhanced Equity Income ETFs
Harvest Enhanced Equity Income ETFs apply approximately 25% leverage to select Harvest Equity Income ETFs. These ETFs have an elevated risk-return profile, greater market growth opportunity, and higher monthly income.
Equity Growth Focused ETFs
Harvest Equity Growth Focused ETFs are designed to capture growth industries or Mega-Trends by investing in leading businesses.
Equity Growth Focused ETFs
Harvest Equity Growth Focused ETFs are designed to capture growth industries or Mega-Trends by investing in leading businesses.
Our Story
Where we started
Harvest Portfolios Group Inc. was founded in 2009, in the wake of the great financial crisis, when President & CEO Michael Kovacs saw an opportunity. He saw that amidst the damage and panic on the markets, a few large businesses continued to do what they always had: deliver value for shareholders.
He founded Harvest Portfolios Group Inc. to give investors access to those companies, creating structured funds and mutual funds that focused on industry leaders and, in many cases, generated income.
Harvest launched its first Exchange Traded Funds in 2016, one of the first independent Canadian firms to do so. Under the Harvest ETFs banner, these investment funds grew rapidly. Harvest crossed over $1 billion in AUM in 2020, $2 billion in 2021 and now manages $3.3 billion in assets.
Where we are
Today Harvest ETFs helps to serve Canadian investors’ unique goals, risk tolerances, and needs. Our philosophy and our strategies have resonated with Canadian investors.
Harvest Equity Income and Enhanced Equity Income ETFs have paid almost half a billion dollars in total cash distributions to unitholders as of the end of 2022.
The Harvest Healthcare Leaders Income ETF (HHL) is the largest Healthcare Sector ETF in Canada. (Source: CETFA)
The Harvest Tech Achievers Growth & Income ETF (HTA) won the Canadian Refinitiv Lipper Award Best Sector Equity Fund over 3 years (“A” class) & 5 years (U class) in 2022.
Harvest ETFs was named ETF provider of the year at the 2022 Wealth Professional Awards.
Harvest ETFs ended 2022 as the 13th largest Canadian ETF issuer by assets under management. (Source: NBF ETF Research)
Over $500,000,000 in cash distributions paid to Canadian investors
Harvest Equity Income and Enhanced Equity Income ETFs have paid almost half a billion dollars in total cash distributions to unitholders as of the end of 2022.
The Harvest Healthcare Leaders Income ETF (HHL) is the largest Healthcare Sector ETF in Canada. (Source: CETFA)
The Harvest Tech Achievers Growth & Income ETF (HTA) won the Canadian Refinitiv Lipper Award Best Sector Equity Fund over 3 years (“A” class) & 5 years (U class) in 2022.
Harvest ETFs was named ETF provider of the year at the 2022 Wealth Professional Awards.
Harvest ETFs ended 2022 as the 13th largest Canadian ETF issuer by assets under management. (Source: NBF ETF Research)
Over $500,000,000 in cash distributions paid to Canadian investors
Where we are going
Harvest ETFs is committed to simplicity, transparency, and our focus on leading businesses.
We are driven to grow by connecting with more Canadian investors and advisors, showing them how a focus on leading businesses and income-generating strategies can help meet their unique needs.
Our People
We pride ourselves on independence, honesty and transparency at Harvest ETFs and our team reflects those values.
A tight-knit group of professionals, our team brings a diversity of backgrounds and viewpoints to their work at Harvest ETFs.
As an agile independent company our team collaborates constantly across departments and hierarchies to punch above our weight in the ETF industry.
Our investment team of CFA charter holders has a combined 55+ years’ experience. They are established thought leaders in the sectors they cover such as healthcare, technology, energy, REITs and income investing.
Our marketing team has built an industry-leading digital-first strategy. Our national sales team has deep and trusted relationships with investment advisors across the country.
Our team has broad-based international and domestic experience. We include veterans of big-6 banks, big 4 accounting firms, and investment industry leaders.
Our team members communicate openly, educate one another, and genuinely enjoy working together.
If you want to join a team like that you can see our current job openings here.
Disclaimer
For Information Purposes Only.
Commissions, management fees and expenses all may be associated with investing in HARVEST Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. The information contained herein should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies. Tax, investment and all other decisions should be made with guidance from a qualified professional. Certain statements included in this communication constitute forward-looking statements, including, but not limited to, those identified by the expressions “expect”, “intend”, “will” and similar expressions to the extent they relate to the Investment Fund. The forward-looking statements are not historical facts but reflect the Fund’s, Harvest and the Manager of the Fund’s current expectations regarding future results or events. These forward looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although the Fund, Harvest and the Manager of the Fund believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements due to the inherent uncertainty therein. The Fund, Harvest and the Manager of the Fund undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.