Equity Income ETFs
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.
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.
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.
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.
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.
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
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Equity Income Posts
Covered call ETFs can generate tax efficient cash flows, learn about key considerations such as capital gains tax exposure and ROC here.
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.
Saving for retirement through a Registered Retirement Savings Plans (RRSP) is a long-term…
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.