Harvest Portfolios Group Inc.

Institutional Investor Ontario, Canada ·Founded 2009

Overview

Harvest Portfolios Group Inc. is a Canadian investment fund manager specializing in exchange-traded funds (ETFs) and mutual funds. Founded in 2009, the firm manages over $9.7 billion in assets for Canadian investors. Their investment philosophy centers on building wealth through the long-term ownership of high-quality businesses, focusing on sectors such as healthcare, technology, energy, and financial services. The firm offers a range of ETFs, including equity, enhanced, fixed income, multi-asset, specialty, digital assets, and single-stock ETFs. Their investment approach emphasizes covered call strategies to generate income and enhance returns. Harvest Portfolios Group Inc. is headquartered in Oakville, Ontario, Canada, and operates under the leadership of CEO Michael Kovacs.

Investment Focus

  • Accredited investors only
  • Compliance with Canadian securities regulations

Portfolio Companies

Johnson & JohnsonEli Lilly and CompanyAstraZeneca PLCBristol-Myers Squibb CompanyPfizer Inc.Novartis AGAbbVie Inc.Amgen Inc.Sanofi SAMerck & Co Inc.

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Frequently asked questions about Harvest Portfolios Group Inc.

What sectors does Harvest Portfolios Group Inc. invest in?

Harvest Portfolios Group Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Ontario, Canada. Harvest Portfolios Group Inc. is listed as a institutional investor in the ConnectSafely investor database.

What stage does Harvest Portfolios Group Inc. invest at?

Harvest Portfolios Group Inc. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.

Which regions does Harvest Portfolios Group Inc. invest in?

Harvest Portfolios Group Inc. invests across United States and Canada.

What companies has Harvest Portfolios Group Inc. invested in?

Harvest Portfolios Group Inc.'s portfolio includes Johnson & Johnson, Eli Lilly and Company, AstraZeneca PLC, Bristol-Myers Squibb Company, Pfizer Inc., Novartis AG, AbbVie Inc. and Amgen Inc..

Last updated · Source: ConnectSafely investor database