WINN Profile
The Harbor Long-Term Growers ETF focuses on investing in equity securities of U.S. companies with promising long-term growth potential. The fund's strategy is to identify and invest primarily in common and preferred stocks of companies that exhibit superior growth prospects compared to their peers. The sub-adviser uses a rigorous selection process to assess and choose equities that are expected to deliver above-average returns over an extended investment horizon.
In addition to its primary focus on U.S. equities, the fund allows for a flexible allocation of up to 20% of its total assets to foreign securities. This includes investments in companies based outside the United States, with a particular emphasis on those located in or operating within emerging markets. This international exposure aims to enhance the fund's growth potential by tapping into global opportunities while diversifying its risk profile.
The fund's investment approach is characterized by its emphasis on long-term growth and strategic allocation. By concentrating on high-growth U.S. companies and selectively including international equities, the Harbor Long-Term Growers ETF seeks to provide investors with a balanced portfolio that benefits from both domestic and global growth trends. This strategy is designed to capture high-growth opportunities across different regions and sectors.
Managed by Harbor Capital Advisors, the fund leverages the expertise of its sub-adviser to execute its investment strategy effectively. The Harbor Long-Term Growers ETF is non-diversified, meaning it does not spread its investments across a wide range of asset classes or sectors, but rather focuses on carefully selected equities that align with its growth objectives. This concentrated approach aims to maximize returns from high-growth investments while navigating global market dynamics.
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