Harbor Mid Cap Value ETF (EPMV)

Overview

Harbor Mid Cap Value ETF (EPMV) is a fund that operates under the Harbor ETF Trust umbrella. The ETF is designed to target long-term total returns by primarily investing in equity securities, such as common stocks, of U.S. mid-cap companies that are perceived to be undervalued and out of favor at the time of investment. Utilizing a systematic and quantitative approach, this fund aims to identify deep-value stocks that hold significant potential for appreciation. The investment strategy also emphasizes providing diversified exposure specifically to the U.S. mid-cap value segment. The fund is managed by LSV Asset Management, a firm recognized for its rigorous academic focus, risk-aware methodologies, and systematic adherence to value investing principles.

Products and Services

• Mid-Cap Value Equity Fund

  This fund focuses on investing in U.S. mid-cap companies that demonstrate substantial potential for long-term growth but are currently considered undervalued. The investment philosophy is rooted in systematic, data-driven analysis to identify these opportunities, allowing investors to participate in a sector that may offer promising returns.

• Quantitative Investment Strategy

  The ETF employs a systematic approach to investing, utilizing quantitative models to uncover undervalued stocks. This strategy helps mitigate the emotional biases often associated with investing, relying instead on empirical data and research to guide investment decisions.

• Diversified Investment Exposure

  The Harbor Mid Cap Value ETF aims to provide investors with diversified exposure to a specific segment of the market, specifically mid-cap value stocks. This helps spread risk across various companies and sectors, enhancing the potential for stable returns over time.

• Risk Management Practices

  Managed by LSV Asset Management, the fund incorporates robust risk management practices into its investment strategy. These practices aim to minimize potential losses while maximizing returns, ensuring that the investments align with the risk tolerance of the investors.

• Research-Driven Insights

  The fund leverages a deep research foundation, provided by LSV Asset Management's academic approach, to remain informed about market trends and stock performance. This enhances the fund’s ability to identify investment opportunities that may be overlooked by traditional investing strategies.