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Harvest
Equity Income ETFs

Investment Philosophy

Harvest Equity Income ETF portfolios are invested in companies that are well-established, with strong balance sheets and consistent earnings growth. We generate steady income by collecting dividends and by selling call options to generate a premium on a portion of the portfolio. This strategy provides the ability to pay attractive, tax-efficient, monthly distributions for our investors.

Growth Industries

We are invested in long-term growth. Harvest ETFs are invested in industries or secular Mega-Trends that have long-term growth potential. These areas have structural tailwinds and go beyond specific sectors. Our ETFs own the companies we believe are best suited to participate in this growth potential.

Quality Businesses

We own quality businesses. We use quantitative models to select leading companies with a long history of success. Companies that dominate their industries, innovate, lead, and have brand equity measured by a long record of strong financial performance.

Consistent Income

We deliver income. To provide attractive monthly cashflows, we use a covered call option strategy to enhance the natural dividend yield of a portfolio. Using proprietary models, the investment management team will sell options on a portion of positions in the portfolio in order to generate steady, tax-efficient income. This can also reduce some of the volatility associated with equity investing.

Investment Process

Investment
Universe

Research and analysis of the macro investment universe, with a focus on themes or sectors with long-term growth dynamics.

Quantitative
Screen

A shortlist is developed through macro-quant screens of large cap developed global equities.

Fundamental Financials

A diversified portfolio of securities are chosen by fundamental analysis of value, quality, and growth financial metrics.

Active
Decisions

Monitored daily with periodic re-balancing and reconstitution. Select mandates feature active and flexible covered call strategy.

A Proven Process

The active covered call option strategy used in Harvest Equity Income ETFs is a proven process for generating monthly cashflow. Harvest Equity Income ETFs all use covered call strategies to generate income in line with their specific mandates that have investment objectives to provide enhanced income. Each Harvest Equity Income ETF has provided consistent income distributions every month since their inception. The Harvest Investment Management Team has decades of combined investment management experience to implement the engagement of this process.

Equity Income ETFs

HHL | Harvest Healthcare Leaders Income ETF

Harvest
Healthcare Leaders
Income ETF

HBF | Harvest Brand Leaders Plus Income ETF

Harvest
Brand Leaders Plus
Income ETF

HTA | Harvest Tech Achievers Growth & Income ETF

Harvest
Tech Achievers
Growth & Income ETF

HUTL | Harvest Equal Weight Global Utilities Income ETF

Harvest Equal Weight
Global Utilities
Income ETF

HGR | Harvest Global REIT Leaders Income ETF

Harvest
Global REIT Leaders
Income ETF

HPF | Harvest Energy Leaders Plus Income ETF

Harvest
Energy Leaders Plus
Income ETF

HUBL | Harvest US Bank Leaders Income ETF

Harvest
US Bank Leaders
Income ETF

HLIF | Harvest Canadian Equity Income Leaders ETF

Harvest Canadian
Equity Income Leaders
ETF

TRVI

Harvest
Travel & Leisure
Income ETF

HRIF

Harvest Diversified
Equity Income
ETF

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.

Monthly Income from an ESG Index ETF

Michael Kovacs explains how this new ESG Index ETF is built to incorporate a structured ESG process and deliver monthly cashflow.

Equity Income Posts

Equity Growth Focused ETFs

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.

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HHL Harvest Healthcare Leaders Income ETF
HBF Harvest Brand Leaders Plus Income ETF
HTA Harvest Tech Achievers Growth & Income ETF
HUTL Harvest Equal Weight Global Utilities Income ETF
HGR Harvest Global REIT Leaders Income ETF
HPF Harvest Energy Leaders Plus Income ETF
HUBL Harvest US Bank Leaders Income ETF
HLIF Harvest Canadian Equity Income Leaders ETF
TRVI Harvest Travel & Leisure Income ETF
HRIF Harvest Diversified Equity Income ETF
HHLE Harvest Healthcare Leaders Enhanced Income ETF
HBFE Harvest Brand Leaders Enhanced Income ETF
HTAE Harvest Tech Achievers Enhanced Income ETF
HUTE Harvest Equal Weight Global Utilities Enhanced Income ETF
HLFE Harvest Canadian Equity Enhanced Income Leaders ETF
HDIF Harvest Diversified Monthly Income ETF
HGGG Harvest Global Gold Giants Index ETF
HBLK Blockchain Technologies ETF
TRVL Harvest Travel & Leisure Index ETF
HCLN Harvest Clean Energy ETF