About Harvest ETFs
What we believe
At Harvest ETFs, we believe that investors can build and preserve wealth by long-term ownership of high-quality businesses . This fundamental philosophy is at the core of our investment approach across our range of ETFs.
Harvest ETF’s core offerings center around covered call strategies, available in three variations: equity, enhanced equity, and fixed income. In our equity-income portfolios, we follow a three-step process: identifying promising growth industries; selecting well-positioned businesses within those sectors; and optimizing returns by generating income through covered calls. To enhance potential returns, we offer leveraged exposure to select Harvest ETFs through our enhanced lineup. Our Fixed Income ETF focuses on investing in US Treasury ETFs while employing a covered call option strategy. This approach allows us to deliver high monthly distributions to our investors. For those seeking ETFs without call options, we also provide our Equity Growth ETFs, which are specifically designed to capture opportunities in growth industries and major trends.
“I believe that the best path for investment success is through ownership of quality businesses in growth industries.”
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.
Fixed Income ETFs
Harvest Fixed Income ETF provides investors the opportunity to invest in the US Treasury fixed income market through a portfolio of ETFs, which predominantly hold long-dated US Treasury bonds that are considered to be among the safest fixed income securities as they are backed by the full faith and credit of the US government. To generate additional yield, Harvest employs a covered call option strategy. By combining cash flow from the portfolio of US Treasury ETFs with a covered call option strategy, the fixed income portfolio aims to generate high income for investors.
Fixed Income ETFs
Harvest Fixed Income ETF provides investors the opportunity to invest in the US Treasury fixed income market through a portfolio of ETFs, which predominantly hold long-dated US Treasury bonds that are considered to be among the safest fixed income securities as they are backed by the full faith and credit of the US government. To generate additional yield, Harvest employs a covered call option strategy. By combining cash flow from the portfolio of US Treasury ETFs with a covered call option strategy, the fixed income portfolio aims to generate high income for investors.
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 $3.6 billion in assets (as at August 2023).
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 our philosophy and our income-generating strategies can help meet their unique needs.
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.