Equity Income ETFs
Harvest Equity Income ETF portfolios are invested in companies that are well-established, with strong balance sheets and consistent earnings growth. Once we select the best suited for the portfolio, we generate steady income by collecting dividends and by selling call options on a portion of the portfolio. This strategy provides the ability to pay attractive monthly distributions for our investors.
We are invested in long term growth. Harvest ETFs are invested in industries or secular mega-trends that have long term growth potential and then select the companies we believe are best suited to participate in that growth.
We own quality businesses. Our quantitative models select leading companies with a long history of success. They dominate their industries, they innovate, they lead, and their brand equity is measured by a long record of strong financial performance.
We deliver income. To provide an attractive income, we use a covered call option strategy to enhance the natural dividend yield of a portfolio and may reduce the some of the volatility associated with equity investing. Using proprietary models, the investment management team will assess the positions in the portfolio and the corresponding premiums in order to write the required amount of options to generate the income.
Research and analysis of the macro investment universe, with a focus on themes or sectors with long-term growth dynamics.
A shortlist is developed through macro-quant screens of large cap developed global equities.
A diversified portfolio of securities are chosen by fundamental analysis of value, quality, and growth financial metrics.
Monitored daily with periodic re-balancing and reconstitution. Select mandates feature active and flexible covered call strategy.
Equity Income ETFs Equity Income Videos
What is Equity Income?
When investing in an equity income ETF, you should be comfortable with two components of your return.
How does Healthcare Leaders generate its monthly yield?
Healthcare leaders income ETF, HHL, is an equity Income Fund.
What makes a top brand?
From a cell phone to a car or hotel chain, when we think of some of our favorite goods and services, they are usually associated with a brand.
Equity Income Posts
By Michael Kovacs, CEO
Harvest ETFs follow three basic principals that are premised on…
By Michael Kovacs, CEO
When investing in an Equity Income ETF, you should be comfortable with two components of your return.
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The underlying philosophy of Harvest is consistent across all our products. Ownership of Equities for long term growth. For our Equity Growth ETFs, we first identify a growth Industry or theme and then position across what we feel are the most relevant businesses that have great growth potential or we identify an Index that will provide the growth opportunities for the specific area.