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Harbor Capital and EARNEST Partners Launch ETF Lineup Built for Today's UncertaintyHarbor Capital Advisors, Inc. ("Harbor") is proud to announce the launch of its new lineup of ETFs, managed by longtime collaborator EARNEST Partners. The new ETFs are:
High-conviction strategies for navigating an uncertain market In environments marked by speculation or complacency, markets often reward hype, momentum, and capital-intensive growth stories. But in uncertain times, different qualities rise to the surface. EARNEST Partners' approach emphasizes companies with strong balance sheets, consistent free cash flow, and disciplined capital allocation-traits often underappreciated when risk appetite is high but critical when capital becomes selective. These strategies seek out businesses that are not only undervalued by headline-driven markets but also possess the operational resilience, leadership adaptability, and sector positioning to thrive when the cycle turns. EARNEST Partners takes a disciplined and replicable approach to investing, beginning with a screen of the relevant universe of securities. Their proprietary process points them away from companies driven by exaggerated headlines and toward those exhibiting durable financial traits. This helps the team focus on businesses where fundamental performance-not media momentum-is the key driver of long-term value.
"Uncertainty doesn't obscure what matters-it reveals it. In periods of volatility, the traits that drive enduring performance become unmistakably clear. At EARNEST Partners, we focus on those keystone traits-resilient business models, strong capital discipline, and long-term decision-making. That focus has made a tremendous difference for our clients and for us."
"Not all managers are alike, and I have met with hundreds over my career. What we have in EARNEST Partners is rare. Over more than 20 years, I've observed how they operate across very different market conditions-and their consistency, depth of thinking, and long-term discipline stand out. We're excited to bring that approach to more investors in a tax-efficient ETF format."
About Harbor Capital
About EARNEST Partners
Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing. Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge. EPMB: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. EPMV: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. Undervalued securities may take longer to appreciate or never reach full potential value and value investing may underperform at times compared to other styles. EPSB: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of small and mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. EPSV: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of small and mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. Undervalued securities may take long to appreciate or never reach full value, and value investing may underperform at times compared to other styles. ETFs are subject to capital gains tax and taxation of dividend income. However, ETFs are structured in such a manner that taxes are generally minimized for the holder of the ETF. An ETF manager accommodates investment inflows and outflows by creating or redeeming "creation units," which are baskets of assets. As a result, the investor usually is not exposed to capital gains on any individual security in the underlying portfolio. However, capital gains tax may be incurred by the investor after the ETF is sold. The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice. Free cash flow represents the cash a company can generate after accounting for capital expenditures needed to maintain or maximize its asset base. EARNEST Partners is the subadvisor to the Harbor Mid Cap Value ETF (EPMV), Harbor SMID Cap Value ETF (EPSV), Harbor Mid Cap Core ETF (EPMB), and Harbor SMID Cap Core ETF (EPSB) Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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