In this episode, Kristof Gleich, President and CIO of Harbor Capital, shares his journey from working at Goldman Sachs and JP Morgan, now leading at Harbor Capital. He discusses cultural differences between these firms, lessons on competition and continuous improvement, and how he's seeking to drive change at Harbor Capital, including embracing ETFs and exploring new investment strategies. Gleich also talks about innovative partnerships, including boutique managers and his focus on seeking to create improved financial outcomes for clients. Listen to the episode here:

Important Information

Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Harbor ETFs are new and have limited operating history to judge.

Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.

The Subadviser considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.

Diversification does not assure a profit or protect against loss in a declining market.

This material is for informational purposes. The opinions expressed are as of September 2024 and are subject to change.

Alpha refers to excess returns earned on an investment.

The opinions expressed by the speakers do not necessarily represent the views of Harbor Capital Advisors Inc. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Harbor Capital Advisors Inc. To be reliable and are not necessarily all-inclusive and are not guaranteed as to accuracy.

This material may not be representative of the experience of other individuals. Reliance upon information in this material is at the sole discretion of the viewer.

Specific companies or tickers mentioned are for educational purposes only and should not be construed as an endorsement of any particular company.

Harbor Capital Advisors Inc. does and may seek to do business with companies covered in this podcast. As a result, listeners should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.

Harbor Capital Advisors Inc. Is not affiliated with Capital Allocators. All trademarks or product names mentioned herein are the property of their respective owners.

C WorldWide Asset Management is the subadvisor of OSEA, the International Compounders ETF.

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