WEBCASTS

How To Access Alpha Potential for The Long-Term, Using an Active Growth Strategy

Market volatility has resulted in valuation compression for many growth stocks. We believe that’s opened up opportunity for alpha, allowing investors to potentially gain exposure to attractively priced companies with the strongest growth prospects.

Finding those opportunities isn’t always easy, however. That’s where the right active manager can help. By identifying companies that they believe have strong and sustainable earnings growth, active managers like Jennison Associates, seek to help investors not just weather volatility but help their portfolios potentially capitalize on underappreciated opportunities.

Join the experts at Harbor Capital Advisors, Jennison, and VettaFi for a webcast about how active management seeks to help long-term growth investing.

 

November 30, 2023
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

SUMMARY

Topics will include:

  • Current market environment for growth investing
  • Top-of-mind structural growth opportunities
  • How a proprietary combination of bottom-up, fundamental research and systematic portfolio construction seeks to create a portfolio of growth stocks that reflects a compelling combination of opportunity, valuation and risk

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Jason McManus

Managing Director and Head of Custom Solutions
Jennison Associates

Dan Nichols, CFA

Client Portfolio Manager
Jennison Associates

Jeffery Markarian

Managing Director
Harbor Capital Advisors, Inc.

Todd Rosenbluth

Head of Research
VettaFi

Disclaimer
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Important Disclosures

This complimentary webcast is for financial professionals only and is closed to the public.

Important Information

For Institutional Use Only – Not for Distribution to the Public

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

WINN: All investments involve risk including the possible loss of principal. There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. At times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities. Since the Fund may hold foreign securities, it may be subject to greater risks than funds invested only in the U.S. 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.

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 if you traded shares at other times.

Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value.

Alpha is a measure of risk (beta) -adjusted return.

The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice.

Jennison Associates LLC is a third-party subadviser to the Harbor Long-Term Growers ETF (WINN)

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

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