Harbor Capital Appreciation Update: Q3 2020
Register here to join Harbor and the Fund’s subadviser, Jennison Associates LLC, for our Harbor Capital Appreciation quarterly webinar. We will discuss the following topics:
- Q3 2020 performance
- Philosophy and process
- Perspectives on the market environment
Recorded on Thursday, October 29th.
Read the Executive Summary.
Going Against the Grain: The Case for Value
🔒 The topic of growth investing versus value investing is one of the most widely discussed amongst investment professionals with the recent material outperformance of growth only increasing the intensity of this debate. Despite many calling for the end of value, Harbor believes the debate is more nuanced than simply “growth indices will outperform value indices in the future and, thus, this is the end of value.”
Global Growth and Disruption Beyond Technology
🔒 Growth has performed exceptionally well, but are client portfolios poised to capitalize on global growth opportunities outside of technology? There are significant potential benefits to accessing active opportunities abroad. Hear about the importance of needs over wants and how the advantage of stock prices that reflect earning power and growth of underlying businesses, can help maximize opportunities.
More Room to Grow, Innovate, and Disrupt!
🔒 Growth investing has performed exceptionally well over the last several years and has provided downside protection during recent drawdowns. In this webinar, Harbor and Westfield Capital Management Company discussed how an active approach to growth investing can help capitalize on disruptive innovation and potentially avoid growing index concentration risks. Recorded on July 22, 2020.