Managed by Harbor Capital Advisors, Inc (Since 9/1/2021)
The Fund employs a multi-manager approach to achieve its investment objective offering the expertise of multiple investment managers in one Fund. As the fund sponsor, Harbor Capital assumes responsibility for selecting and overseeing underlying managers for the Fund. Each underlying manager is responsible for submitting a model portfolio to Harbor Capital, which the portfolio managers will implement in their discretion. The portfolio managers will handle the assigned allocation within the fund and will adjust over time based upon both qualitative and quantitative assessments of each strategy to enhance the investment outcome for the Fund.
Spenser Lerner, CFA
Head of Multi-Asset Solutions, Managing Director and Portfolio Manager of Harbor Capital Advisors, Inc.
Mr. Lerner joined Harbor Capital in 2020 and is the Head of Multi-Asset Solutions, a Managing Director and Portfolio Manager. Prior to joining Harbor Capital, Mr. Lerner was a Vice President of Equity and Quantitative Investment Research and Equity Manager Research for JP Morgan Asset Management. Before that, he worked as a Research, Portfolio Management and Quantitative Investment Strategy Associate for JP Morgan Asset Management. Mr. Lerner began his investment career in 2009.
Kristof Gleich, CFA
President & CIO of Harbor Capital Advisors, Inc.
Mr. Gleich joined Harbor Capital in 2018 and is President & CIO, supporting Harbor’s strategic growth plan. Prior to joining Harbor Capital, Mr. Gleich was a Managing Director and Global Head of Manager Selection at JP Morgan Chase & Co. Before that, he served as a fund manager with Architas. Mr. Gleich began his investment career in 2004.