Investment Philosophy

OUR PRINCIPLES

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.

Growth Themes

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

Our approach analyses profitability and dividend history and from that we select the best of the best. Monthly distributions are enhanced by a covered call writing strategy that reduces risk and generates additional income.

Simplicity & Transparency

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 and growth orientated ETF portfolios.

INVESTMENT PHILOSOPHY

  • We focus on growth industries and secular trends
  • We own quality businesses
  • We deliver income

INVESTMENT PROCESS

  • STEP ONE:       Investment Universe
  • STEP TWO:      Quantitative Screen
  • STEP THREE:   Fundamental Financials
  • STEP FOUR:     Active Decisions

Corporate Brochure  Download

Call Option Writing Strategy  Download

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