Investment Philosophy

What Makes Harvest Unique?

At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over time.

Harvest believes in providing investors with clear mandates that are easily understood and portfolios that are transparent and accessible to all. Know what you own. We offer simple, easy to understand, income & growth orientated ETF portfolios.

Income Happens Here.

Investment Philosophy

Growth Themes

Harvest ETFs are invested for growth by first seeking out long-term growing Industries or secular mega trends and then choosing the companies we believe are best suited to participate in that growth.

Quality Businesses

We own quality businesses. Our quantitative model selects leading companies with a long history of success. They dominate their industries, they innovate, they evolve and their consistent performance is measured by a long record of rising sales and profits.

Consistent Income

We deliver income. Our approach analyses profitability and dividend history and from that we select the best of the best.

Once we have the equity income portfolio in place, we generate steady income by collecting dividends which we flow out to the investor and by selling call options on a portion of the portfolio, which is a method to generate income on the stocks that provides the ability to pay attractive monthly income for our investors.

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.

Downloads

Join Us & Stay Informed!

* indicates required

Your Preferences   (Please select all the ways you would like to hear from)


You are a *


Confirm *