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.
QuantitativeScreen
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
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
Generating Tax Efficient Cash Flows Using Covered Calls
The distribution generated for each ETF is made up of the dividends…
The three principles of Harvest Portfolios Equity Investments
By Michael Kovacs, CEO
Harvest ETFs follow three basic principals that are premised on…
What is Equity Income?
By Michael Kovacs, CEO
When investing in an Equity Income ETF, you should be comfortable with two components of your return.
Building a diversified RRSP portfolio
Saving for retirement through a Registered Retirement Savings Plans (RRSP) is a long-term…
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.