About Us

Our Principles

At Harvest ETFs, we believe in wealth creation and preservation through investment in leading businesses, long-term growth industries, or secular trends. Our philosophy guides the composition of all Harvest ETFs, including our fixed income ETFs, which provides investors with exposure to US treasury ETFs with high credit ratings. Our range of income ETFs aim to deliver steady monthly income, allowing investors to choose options that best suit their needs. This approach is designed to offer balanced and resilient portfolios, aligning with our commitment to delivering sustainable returns over the long term.

Proof of work

As at March 28, 2024

in AUM

cumulative distribution since inception

trading on the TSX

Our Story

Harvest Portfolios Group was founded in 2009 as the financial crisis was still simmering and markets were unstable. President and CEO Michael Kovacs saw that, amidst the worst financial crisis since the Great Depression, there was opportunity. Global markets were in turmoil and investor sentiment was poor. However, amidst the financial inferno, a few large businesses delivered what they always had; value for shareholders. In 2016 we launched Harvest ETFs to bring our brand of Equity Income Investing to all Canadians through open market trading on the TSX.

In the nearly 15 years since the founding of the company, Harvest has succeeded by focusing on wealth creation. We invest in strong, growth-oriented businesses and utilize a covered call strategy for income generation. Recently, we have expanded to include exposure to high grade US treasury bonds with covered calls for higher monthly income.

The Rise of Equity Income
The Rise of Equity Income

Our Story

Harvest Portfolios Group was founded in 2009 as the financial crisis was still simmering and markets were unstable. President and CEO Michael Kovacs saw that, amidst the worst financial crisis since the Great Depression, there was opportunity. Global markets were in turmoil and investor sentiment was poor. However, amidst the financial inferno, a few large businesses delivered what they always had; value for shareholders. In 2016 we launched Harvest ETFs to bring our brand of Equity Income Investing to all Canadians through open market trading on the TSX.

In the nearly 15 years since the founding of the company, Harvest has succeeded by focusing on wealth creation. We invest in strong, growth-oriented businesses and utilize a covered call strategy for income generation. Recently, we have expanded to include exposure to high grade US treasury bonds with covered calls for higher monthly income.

The Rise of Equity Income

Our Approach

At Harvest, we believe that wealth is created and preserved by owning leading businesses and high-quality fixed income securities. That’s why Harvest ETFs are invested in leading businesses with a focus on long-term growth industries or secular major-trends. We take a similar approach with our fixed income ETFs which provide indirect exposure to quality US treasuries with long duration and high credit ratings.

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We believe in long term growth through the ownership of great businesses.

Michael Kovacs
Founder, President & CEO

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We believe in long term growth through the ownership of great businesses.

Michael Kovacs
Founder, President & CEO

Investment Philosophy Strategies

The core offerings at Harvest ETFs center around covered call strategies. These are available in three variations: Equity Income, Enhanced Equity Income, Fixed Income and Balanced Income. Harvest ETFs also offer Equity Growth Focused ETFs, which are designed to capture growth industries or Mega-Trends.

Equity Income

Equity*

(100%)

Large-Cap
Covered Call

(up to 33%)

Leverage

(0%)

Yield Range

(Medium-High)

Fixed Income

Fixed

(100%)

Investment Grade
Covered Call

(up to 100%)

Leverage

(0%)

Yield Range

(N/A**)

Balanced Income

Equity / Fixed

(60% / 40%)

Large-Cap &
Investment Grade
Covered Call

(up to 33% Equity / 100% Fixed)

Leverage

(0% or 25%)

Yield Range

(N/A**)

Enhanced Equity

Equity*

(100%)

Large-Cap
Covered Call

(up to 33%)

Leverage

(25%)

Yield Range

(High)

Growth Focused

Equity*

(100%)

Multi-Cap
Covered Call

(N/A)

Leverage

(0%)

Yield Range

(N/A)

*May hold up to 2% in fixed income ETFs to capture attractive yield.
**Securities regulations prohibit the publication of yields for funds in operation for less than 12 consecutive months. See relevant product page for the most recent distribution paid.

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