HC

Harbor Capital Appreciation Fund | HACAX

Mutual Fund
Harbor Capital Appreciation Fund
Last update 2024-04-01 51 Stocks (3 new)
Value $26.81 Bil Turnover 5 %
Countries:
Portfolio Report

Harbor Capital Appreciation Fund Profile

Part of Jennison Associates LLC, the investment team for the Harbor Capital Appreciation Fund was led by Spiros Segalas from May of 1990 until his death in January 2023.

Harbor Capital Appreciation Fund Investing Philosophy

The Jennison team looks for catalysts that are expected to drive long-term growth rates well above that of the market such as disruptive technologies or services, new product cycles, and expanding addressable markets. It seeks to invest in companies with unique business models that build sustainable competitive advantages, through proprietary technologies or patent protections, strong brands, economies of scale and network effects, or speed to market and supply chain advantages.
The Fund favors holdings that have superior financial characteristics like strong revenue growth, strengthening market position, and healthy balance sheets with financial flexibility. Last but not least, stocks in the Fund have what the team considers appropriate valuations.
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