Fund Commentary

  • Aristotle Capital Management, LLC
    3rd Quarter, 2019
  • "We will persist in our quest to add value through in-depth company research, focusing on what we perceive to be high-quality businesses, trading at discounts to intrinsic value, that possess catalysts for appreciation that are within management’s control."
  • Wellington Management Company LLP
    3rd Quarter, 2019
  • "During the escalating U.S. and China trade tensions, we have been avoiding U.S. companies with notable exposure to China and are focused on idiosyncratic opportunities that we believe are more insulated from geopolitical issues and macro uncertainty."
  • LSV Asset Management
    3rd Quarter, 2019
  • "We find the discounts at which many of the Harbor Mid Cap Value Fund holdings are trading to be unwarranted. Typically when we have seen such discounts in the past, value stocks tend to do well going forward."
  • EARNEST Partners LLC
    3rd Quarter, 2019
  • "We continue to position the Harbor Small Cap Value Fund based on the underlying fundamentals of individual companies and the growth prospects relative to what is currently reflected in the stock price."
  • Pacific Investment Management Company, LLC
    3rd Quarter, 2019
  • "We continue to focus on sector/security selection within investment grade credit and look to add opportunistically amid market dislocations."