The INNO issuer, managed by Harbor Capital Advisors, Inc., employs a strategic focus on disruptive innovation, targeting companies with the potential for growth through the development of new products, services, and technologies capable of displacing existing business models. With a multi-manager approach, INNO invests primarily in U.S. equities while allowing for up to 25% in foreign securities, across various market capitalizations. The Fund's diverse holdings, managed by subadvisors including 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, reflect a broad spectrum of disruptive innovation themes. 4BIO Capital concentrates on emerging technologies in advanced therapies, NZS Capital identifies adaptable companies transitioning to digital economies, Sands Capital seeks firms with leadership positions in evolving industries, Tekne focuses on technology-driven workflow changes, and Westfield emphasizes disruptive products and services in large markets, particularly in technology and healthcare sectors. Through rigorous evaluation and allocation processes, the INNO issuer aims to generate enhanced risk-adjusted returns over time.
INNO Dividend, managed by Harbor Capital Advisors, Inc., adopts a strategic investment approach centered on disruptive innovation, targeting companies with the potential for growth through the development of groundbreaking products, services, and technologies that challenge existing business paradigms. With a multi-manager framework, INNO Dividend primarily invests in U.S. equities while allowing for up to 25% in foreign securities across various market capitalizations. The fund's diversified portfolio, overseen by subadvisors including 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, reflects a wide array of disruptive innovation themes. These subadvisors bring expertise in identifying companies poised for growth in areas such as advanced therapies, digital transformation, technological advancements, and innovative healthcare solutions. INNO Dividend's investment strategy focuses on delivering sustainable income through dividend-paying stocks while also capitalizing on the potential for long-term capital appreciation in the ever-evolving landscape of disruptive innovation. Through diligent research and proactive portfolio management, INNO Dividend aims to provide investors with a compelling investment opportunity that combines income generation with exposure to disruptive innovation-driven growth.
INNO Tracking, managed by Harbor Capital Advisors, Inc., implements a meticulous investment strategy centered on tracking the disruptive innovation landscape. The fund primarily invests in equity securities of U.S. companies, with the flexibility to allocate up to 25% of its assets in foreign securities, including emerging market countries. Employing a multi-manager approach, INNO Tracking benefits from the expertise of selected subadvisors such as 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, each specializing in distinct facets of disruptive innovation. From advanced therapies to digital transformation, from technology to healthcare sectors, these subadvisors contribute to a diversified portfolio that tracks disruptive innovation trends across various market capitalizations. INNO Tracking aims to capture the potential growth opportunities arising from disruptive innovation while mitigating risk through careful selection and monitoring of investments. By continuously assessing and adapting to the evolving landscape of innovation, INNO Tracking endeavors to provide investors with a compelling vehicle for participating in the dynamic world of disruptive technology and business models.
INNO Correlation, under the stewardship of Harbor Capital Advisors, Inc., implements a sophisticated investment strategy focused on managing correlation risk within the realm of disruptive innovation. The fund predominantly allocates its assets to equity securities of U.S. companies, with the flexibility to invest up to 25% in foreign securities, including those from emerging markets. Leveraging a multi-manager framework, INNO Correlation benefits from the expertise of handpicked subadvisors such as 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, each specializing in distinct aspects of disruptive innovation. By carefully selecting a diverse range of securities across various market capitalizations, INNO Correlation aims to construct a portfolio that mitigates the correlation among its holdings while capitalizing on the potential growth opportunities presented by disruptive innovation. Through rigorous risk management practices and ongoing evaluation of correlation dynamics, INNO Correlation endeavors to provide investors with a resilient investment vehicle that navigates the intricate interplay between disruptive innovation themes and market correlations.
INNO Sector, managed by Harbor Capital Advisors, Inc., employs a strategic investment approach centered on sector-focused disruptive innovation. With a primary emphasis on equity securities of U.S. companies, the fund maintains the flexibility to allocate up to 25% of its assets in foreign securities, including those from emerging markets. Utilizing a multi-manager framework, INNO Sector benefits from the specialized insights of selected subadvisors such as 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, each specializing in distinct sectors of disruptive innovation. Whether it be advanced therapies, digital transformation, technology, or healthcare sectors, these subadvisors contribute to a diversified portfolio that capitalizes on disruptive innovation trends within specific industries. INNO Sector aims to provide investors with targeted exposure to sectors poised for growth through disruptive innovations, while actively managing sector allocations to optimize risk-adjusted returns over the long term. Through diligent sector analysis and proactive portfolio rebalancing, INNO Sector seeks to offer investors a compelling opportunity to participate in the dynamic landscape of sector-specific disruptive innovations.
INNO Exposure, managed by Harbor Capital Advisors, Inc., adopts a strategic investment approach aimed at maximizing exposure to disruptive innovation themes across global markets. The fund predominantly invests in equity securities of U.S. companies, with the flexibility to allocate up to 25% of its assets in foreign securities, including emerging markets. Utilizing a multi-manager framework, INNO Exposure leverages the expertise of selected subadvisors such as 4BIO Capital, NZS Capital, Sands Capital, Tekne, and Westfield, each specializing in distinct facets of disruptive innovation. From cutting-edge therapies to digital transformation and beyond, these subadvisors contribute to a diversified portfolio that captures the breadth and depth of disruptive innovation across various industries and market capitalizations. INNO Exposure aims to provide investors with comprehensive exposure to the disruptive innovation landscape, enabling them to capitalize on potential growth opportunities while effectively managing risk through broad-based diversification. Through active management and ongoing evaluation of exposure dynamics, INNO Exposure seeks to deliver long-term value to investors seeking to navigate the evolving landscape of disruptive innovation.
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