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Harvest Portfolios Group logo

Investment Philosophy

Income and Growth Focused ETFs

At Harvest ETFs, 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.

Our Investment Strategies

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.

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Fixed Income ETFs

Harvest Fixed Income ETF provides investors the opportunity to invest in the US Treasury fixed income market through a portfolio of ETFs, which predominantly hold long-dated US Treasury bonds that are considered to be among the safest fixed income securities as they are backed by the full faith and credit of the US government. To generate additional yield, Harvest employs a covered call option strategy. By combining cash flow from the portfolio of US Treasury ETFs with a covered call option strategy, the fixed income portfolio aims to generate high income for investors.

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Enhanced Equity Income ETFs

Harvest Enhanced Equity Income ETF portfolios offer leveraged exposure to select Harvest Equity Income ETFs. Through the application of approximately 25% leverage, these ETFs deliver high monthly cashflows. They have an elevated risk-return profile, but also offer heightened access to market growth opportunity.

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Equity Growth Focused ETFs

Harvest Equity Growth Focused ETFs are designed to capture growth industries or Mega-Trends. These portfolios invest in the businesses that we have identified with the greatest potential for growth or an index that will provide growth opportunities from the industry or Mega-Trend.

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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
HPYT Harvest Premium Yield Treasury 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