WINN offers a growth-oriented style of investing in the US equity market. The portfolio construction starts with a bottom-up, fundamental research, which seeks to identify large- and mid-cap companies that have a combination of the following characteristics: market-leading position, disruptive business model, expected above-average revenue, earnings, and cash flow growth over the next few years, strong cash flow generation, balance sheet strength, experienced management team, and appropriate valuation relative to its growth potential. The adviser then employs a systematic portfolio construction process to manage the funds overall investment risks. Additionally, an optimization process is used to incorporate the advisers fundamental growth insights, considering diversification and liquidity risk. The fund may invest up to 20% of its net assets in foreign companies, including emerging market issuers.
公司网站 :
https://www.harborcapital.com/etf/WINN
总经理:-
建立时间:2022
公司总部:Harbor Long-Term Growers ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds