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Put Harbor’s Due Diligence to Work

For the past 35 years, Harbor has been applying rigorous due diligence in selecting best-in-class asset managers. Using our Alpha Edge methodology, we seek managers who can generate and sustain true alpha, which we define as outperformance driven by manager skill over the long term, rather than by factor exposure.

As you research investment managers for your clients, we want to share how Harbor’s Investment Research Team select, analyze, and monitor investment firms and solutions. Our five-step due diligence process is designed to help you drive future results for your clients by helping them better understand what their performance means as part of a long-term perspective.

1: Analyze the Manager's Investment Philosophy & Process
Harbor’s Investment Research Team combines qualitative and quantitative analysis, capitalizing on our industry expertise and cutting-edge analytical tools.
2: Assess the Manager’s Culture
Harbor’s Investment Research Team looks for a client-focused team bound together by intellectual curiosity and relentless pursuit of self-improvement.
3: Define Management Edge
Based on the insights gained in steps 1 and 2, Harbor's Investment Research Team develops a hypothesis about the manager’s competitive edge and its staying power.
4: Continuous Due Diligence Process
Harbor’s Investment Research team keeps in regular contact with the portfolio manager and conducts ongoing performance and portfolio analysis, and makes periodic on-site visits to the manager’s headquarters.
5: Enhance & Add Back
Harbor’s Investment Research team communicates its findings back to the investment manager. This completes the feedback loop by helping the investment manager more fully understand factors influencing performance. The manager may in turn use these insights to enhance the investment process and its long-term alpha potential.

At Harbor, we diligently look after your investments applying our proprietary due diligence process and Alpha Edge methodology.

Committed to your success every step of the way.


Legal Notices & Disclosures

Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.

Harbor Capital Advisors, Inc.

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Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

Investing involves risk and the potential loss of capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

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