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Harbor Large Cap Value Fund Institutional Class (HAVLX)
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Harbor Large Cap Value Instl
22.70
+0.28
+1.25%
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HAVLX Overview
On this page you'll find an in-depth profile of Harbor Large Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HAVLX among other information.
Investment Strategy
The investment seeks long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadvisor focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadvisor believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Contact Information
Address
111 S. Wacker Drive, 34th Floor
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 8004221050
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregory D. Padilla | Portfolio Manager | 2018 | Now |
| Biography | Principal, Portfolio Manager and member of the research team of Aristotle Capital since 2014. From 2012 through 2013, he was an Equity Analyst and portfolio manager at Vinik Asset Management where he managed a portion of the Global Value long-short portfolio and was a senior member of the Global Value investment team. | ||
| Howard Gleicher | CEO & CIO | 2012 | Now |
| Biography | Founder, Chief Executive Officer, Chief Investment Officer and Principal of Aristotle Capital since 2010. Commencing in July 2006, Mr. Gleicher served as the sole manager of a private fund with substantially the same investment goal and strategies as the Global Equity Fund, in his capacity as Chief Executive Officer and Chief Investment Officer at Metropolitan West Capital Management, LLC (“MetWest Capital”). Mr. Gleicher was the strategist for MetWest Capital’s Large Cap Intrinsic Value, International Core Value, and Global Intrinsic Equity strategies. | ||
| Richard E. Helm | Senior Vice President | 2007 | 2012 |
| Biography | Richard Helm, CFA, joined Cohen & Steers Capital Management in 2005 and currently serves as a Senior Vice President of the firm and is head of its large cap value portfolio management team. From 2001 to 2005, Mr. Helm was a senior portfolio manager of WM Advisors, Inc. From 1999 to 2001, he was vice president and senior portfolio manager of Northwestern Trust and Investors Advisory Company. Mr. Helm was also employed by Parametric Portfolio Associates and Morgan Stanley Asset Management in the United States, the United Kingdom and Japan. Mr. Helm is a chartered financial analyst. Mr. Helm has an MBA from University of Denver and a BS from University of Colorado. | ||
| Jeffrey M. Shaw | Chairman | 2001 | 2007 |
| Biography | Mr. Shaw, Chairman & Chief Investment Officer, has been the Portfolio Manager/Analyst at Armstrong Shaw since 1984. Mr. Shaw chairs the Investment Committee and as Portfolio Manager is responsible for overall account management including portfolio design. Mr. Shaw also has primary responsibility for conducting fundamental research to identify individual companies and industry groups for potential investment. Prior to joining Armstrong Shaw Associates, Mr. Shaw worked three years with the Manufacturers Hanover Trust Co., as a Commercial Lending Officer for corporate relationships. He graduated from Princeton University and received his MBA from the Harvard Business School. Mr. Shaw is a member of the Board of Directors of Armstrong Shaw and the Advisory Board for Lone Pine Capital. He is a former board member of the New Canaan Community Foundation, the New Canaan YMCA and Waveny Care Center. | ||
| Gregory M. DePrince | Principal, Partner, Portfolio Manager | 1994 | 2001 |
| Biography | DePrince is principal, partner, and portfolio manager with DePrince, Race & Zoller, his employer since 1995. Previously, he was senior vice president and equity income portfolio manager with SunBank Capital Management from 1989 to 1995. Prior to that, he spent nine years with ASB Capital Management, first as director of research and later as director of special equity investments. DePrince holds Chartered Financial Analyst designation. | ||
| David E. Tierney | Founder | 1993 | 2001 |
| Biography | David Tierney directs the firm’s equity investment activity, including portfolio management, research, trading and risk management. David, a founder of Richards & Tierney, Inc., has done extensive work in portfolio analysis, risk control services and the management of assets for the last 20 years. He is recognized as the originator of the “Dynamic Completeness Fund®” concept and quadrant mapping of portfolios. Recently, David co-authored a chapter on Investment Evaluation that is referenced in preparation for the CFA examination series. Prior to 1984, David was strategically involved in the management of Amoco Corporation’s pension fund investments. David earned a bachelor’s degree in engineering science (with distinction) from Northwestern University and an MS and PhD in applied statistics from the University of Wisconsin. He is a member of the Institute for Quantitative Research and Finance, and sits on the S&P US Index Advisory Panel. | ||
| John L. Strauss | co-Founder, Vice President, Secretary/Treasurer | 1987 | 1994 |
| Biography | Strauss cofounded Barrow, Hanley, Mewhinney & Strauss in 1979 and serves as vice president and secretary-treasurer. When investing, he seeks out-of-favor stocks with strong fundamentals. He looks for low price-earnings and low price-book values, high yield, and stable or improving profitability. Strauss is a Chartered Financial Analyst, a Chartered Investment Counselor, and a member of the Association for Management and Research. | ||
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