About Harvest ETFs

About Harvest ETFs

What we believe

At Harvest ETFs, we believe that investors can build and preserve wealth by long-term ownership of high-quality businesses . This fundamental philosophy is at the core of our investment approach across our range of ETFs.

Harvest ETF’s core offerings center around covered call strategies, available in three variations: equity, enhanced equity, and fixed income. In our equity-income portfolios, we follow a three-step process: identifying promising growth industries; selecting well-positioned businesses within those sectors; and optimizing returns by generating income through covered calls. To enhance potential returns, we offer leveraged exposure to select Harvest ETFs through our enhanced lineup. Our Fixed Income ETF focuses on investing in US Treasury ETFs while employing a covered call option strategy. This approach allows us to deliver high monthly distributions to our investors. For those seeking ETFs without call options, we also provide our Equity Growth ETFs, which are specifically designed to capture opportunities in growth industries and major trends.

“I believe that the best path for investment success is through ownership of quality businesses in growth industries.”

Michael Kovacs

President & CEO of Harvest ETFs

One Philosophy, Multiple Strategies.
An active and flexible covered call strategy

Equity Income ETFs

Harvest Equity Income ETF portfolios invest in leading companies and generate steady income through dividends and call options. These ETFs pay attractive, tax-efficient, monthly distributions.

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An active and flexible covered call strategy

Equity Income ETFs

Harvest Equity Income ETF portfolios invest in leading companies and generate steady income through dividends and call options. These ETFs pay attractive, tax-efficient, monthly distributions.

Learn more

Fixed Income ETFs

Harvest ETFs now offers three separate fixed income ETFs that cover the entire maturity spectrum from exposure to treasury bonds and bills issued and backed by the full faith and credit of the US and Canada governments, respectively. Our intermediate and long duration ETFs invest in US treasury ETFs and write covered calls on up to 100% of their holdings to generate high income. On the short end, our money market ETF is a low-risk vehicle that invests directly in Canadian treasury bills and pays the accrued interest monthly.

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An active and flexible covered call strategy
An active and flexible covered call strategy

Fixed Income ETFs

Harvest ETFs now offers three separate fixed income ETFs that cover the entire maturity spectrum from exposure to treasury bonds and bills issued and backed by the full faith and credit of the US and Canada governments, respectively. Our intermediate and long duration ETFs invest in US treasury ETFs and write covered calls on up to 100% of their holdings to generate high income. On the short end, our money market ETF is a low-risk vehicle that invests directly in Canadian treasury bills and pays the accrued interest monthly.

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An active and flexible covered call strategy

Enhanced Equity Income ETFs

Harvest Enhanced Equity Income ETFs apply approximately 25% leverage to select Harvest Equity Income ETFs. These ETFs have an elevated risk-return profile, greater market growth opportunity, and higher monthly income.

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An active and flexible covered call strategy

Enhanced Equity Income ETFs

Harvest Enhanced Equity Income ETFs apply approximately 25% leverage to select Harvest Equity Income ETFs. These ETFs have an elevated risk-return profile, greater market growth opportunity, and higher monthly income.

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Equity Growth Focused ETFs

Harvest Equity Growth Focused ETFs are designed to capture growth industries or Mega-Trends by investing in leading businesses.

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An active and flexible covered call strategy
An active and flexible covered call strategy

Equity Growth Focused ETFs

Harvest Equity Growth Focused ETFs are designed to capture growth industries or Mega-Trends by investing in leading businesses.

Learn more

Opportunity, Vision, Action

Our Story

Where we started

Harvest Portfolios Group Inc. was founded in 2009, in the wake of the great financial crisis, when President & CEO Michael Kovacs saw an opportunity. He saw that amidst the damage and panic on the markets, a few large businesses continued to do what they always had: deliver value for shareholders.

He founded Harvest Portfolios Group Inc. to give investors access to those companies, creating structured funds and mutual funds that focused on industry leaders and, in many cases, generated income.

Harvest launched its first Exchange Traded Funds in 2016, one of the first independent Canadian firms to do so. Under the Harvest ETFs banner, these investment funds grew rapidly. Harvest crossed over $1 billion in AUM in 2020, $2 billion in 2021 and now manages $3.8 billion in assets (as at December 2023).

Where we are going

Harvest ETFs is committed to simplicity, transparency, and our focus on leading businesses.

We are driven to grow by connecting with more Canadian investors and advisors, showing them how our philosophy and our income-generating strategies can help meet their unique needs.

Long-term commitment to Canadian Investors

Meet Our Founders

“We believe in long term growth through the ownership of great businesses, while generating a steady income along the way. Our ETFs are simple, transparent and growth-oriented.”

Harvest was founded in 2009, when global markets were spinning from the Financial crisis. The lessons I learned during the crash of 1987 and my decades of experience in the industry gave me the confidence to go forward.

My focus has always been on the fundamentals of wealth creation. I believe that the best path for investment success is the ownership of quality businesses in growth Industries.

People invest to grow capital over time and ultimately this is what we seek to do at Harvest ETFs. If we can provide steady income and growth opportunities, then we are doing our job.

– Michael Kovacs

Founder, President & CEO

“We believed then, as we do now, that the best recipe for Harvest’s success is through products that invest in leading global players of growing industries.”

The decision to launch Harvest was bold, given the economic uncertainty at the time. We wanted to build the company from the ground up, without outside investment, inspired by Michael’s vision. There were some challenging times, but we never looked back.

I am proud to say we have built a successful company that serves Canadians from coast to coast. We believed then, as we do now, that the best recipe for Harvest’s success is through products that invest in leading global players of growing industries.

 As COO, my job is to turn our ideas and strategies into business realities.

– Mary Medeiros

Co-Founder, COO & Director

Corporate Brochure

Disclaimer

For Information Purposes Only.

Commissions, management fees and expenses all may be associated with investing in HARVEST Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. The information contained herein should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies. Tax, investment and all other decisions should be made with guidance from a qualified professional. Certain statements included in this communication constitute forward-looking statements, including, but not limited to, those identified by the expressions “expect”, “intend”, “will” and similar expressions to the extent they relate to the Investment Fund. The forward-looking statements are not historical facts but reflect the Fund’s, Harvest and the Manager of the Fund’s current expectations regarding future results or events. These forward looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although the Fund, Harvest and the Manager of the Fund believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements due to the inherent uncertainty therein. The Fund, Harvest and the Manager of the Fund undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.

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