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.
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.
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.
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.
