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Harbor Disruptive Innovation Institutional Class (HAMGX)
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07/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 40.28M
Harbor Mid Cap Growth Instl
6.40
-0.11
-1.69%
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HAMGX Overview
On this page you'll find an in-depth profile of Harbor Disruptive Innovation Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HAMGX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Under normal market conditions, the fund invests primarily in equity securities, principally common stocks, of companies selected based on their potential for growth tied to disruptive innovation. The managers define “disruptive innovation” as the development of new products, services, technologies and/or other advancements that could disrupt and displace existing businesses and business models over time. While the fund invests primarily in securities of U.S. companies, the fund may invest up to 25% of its assets in foreign securities, including those located in emerging market countries.
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 |
|---|---|---|---|
| Spenser P. Lerner | - | 2021 | Now |
| Biography | Mr. Lerner joined Harbor Capital in 2020 and is the Head of Multi-Asset Solutions, a Managing Director and a Portfolio Manager. Prior to joining Harbor Capital, Mr. Lerner was a Vice President of Equity and Quantitative Investment Research and Equity Manager Research for JP Morgan Asset Management. Before that, he worked as a Research, Portfolio Management and Quantitative Investment Strategy Associate for JP Morgan Asset Management. Mr. Lerner began his investment career in 2009. | ||
| Kristof Gleich | - | 2021 | Now |
| Biography | Mr. Gleich joined Harbor Capital in 2018 and is President & CIO, supporting Harbor’s strategic growth plan. Prior to joining Harbor Capital, Mr. Gleich was a Managing Director and Global Head of Manager Selection at JP Morgan Chase & Co. Before that, he served as a fund manager with Architas. Mr Gleich began his investment career in 2004. | ||
| Patrick Corcoran | - | 2021 | 2021 |
| Biography | Mr. Corcoran joined Harbor Capital in 2020 and is a Portfolio Manager in the Multi-Asset Solutions Team. Prior to joining Harbor Capital, Mr. Corcoran was a quantitative analyst on the ETF desk at Milliman FRM where he helped build develop portfolio management models, as well as manage and trade the funds on a daily basis. Before that, he was on the hedge outsourcing desk at Milliman FRM, providing hedge overlay programs to insurance and pension clients. Mr. Corcoran began his investment career in 2013. | ||
| Stephen C. Mortimer | Senior Vice President | 2010 | 2021 |
| Biography | Stephen Mortimer, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. His primary responsibility is managing equity multi-cap and mid-cap growth portfolios. He draws on research provided by the firm's regional and global industry analysts as well as his own fundamental analysis. Steve also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities Team. Prior to joining the firm in 2001, Steve previously worked at Vinik Asset Management in Boston, where he was an equity analyst responsible for the software and retail sectors (1998 — 2000). Prior to that, he worked as a research analyst at Colonial Management (1997 —1998) and at Standish, Ayer, and Wood (1996). Steve received his MBA from the University of Rochester (Simon, 1997). He also received his BA, cum laude, in economics from the University of Rochester (1995). | ||
| Mario E. Abularach | Senior Vice President | 2006 | 2021 |
| Biography | Mario E. Abularach, CFA, CMT, Senior Vice President, Partner, and Equity Research Analyst, is involved in portfolio management and securities analysis. Mario is an equity research analyst and a member of the Growth Opportunities Team at Wellington Management. He helps manage several of the firm's growth portfolios, and also conducts fundamental analysis and makes buy/sell recommendations to portfolio managers based on his findings and market conditions. Prior to joining Wellington Management in 2001, Mario was a research analyst at JLF Asset Management(2000). Before that, he worked as an investment analyst for GTCR Golder Rauner (1997 — 1999). From 1996 to 1997, he worked in the Investment Banking Group at Alex. Brown & Sons in Baltimore, and previously, at Smith Barney in New York (1994 — 1995). Mario received his MBA from Harvard Business School (2001) and his BS in mechanical engineering from Yale University (1994). He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
| Michael T. Carmen | Senior Vice President | 2005 | 2020 |
| Biography | Michael T. Carmen, CFA, CPA, Senior Vice President, Partner, and Equity Portfolio Manager, is the Portfolio Manager and is involved in portfolio management and securities analysis. As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles. Michael draws on research provided by the firm's regional and global industry analysts and other global research resources within the firm. Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 —1999), State Street Research and Management (1992 — 1996, 1997), and Montgomery Asset Management (1996). Michael began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 — 1990) and later with Cigna Investments (1991 — 1992). Michael received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation and is a Certified Public Accountant. | ||
| Paul Ariano | Associate Portfolio Manager | 2005 | 2006 |
| Biography | Paul Ariano is an Associate Portfolio Manager at Thornburg Investment Management. He joined the firm in 2021. Paul spent most of his career at Wall Street Associates in La Jolla, CA, where he was a research analyst and co-portfolio manager focused on small-cap and mid-cap companies, particularly those in the health care sector. Paul holds an MS in finance from San Diego State University, a BA in business administration from the University of San Diego, and he is a CFA charterholder. | ||
| Paul K. LeCoq | Senior Vice President | 2005 | 2006 |
| Biography | PAUL K. LECOQ – Principal, Portfolio Manager Mr. LeCoq has 31 years of industry experience and has been a member of the investment management team since 1999, specializing in Consumer Discretionary, Consumer Staples and Producer Durables. Mr. LeCoq is a member of WSA’s Chief Investment Officer Committee. Prior to joining WSA, he worked for approximately 5 years at CIBC World Markets as an Executive Director of Institutional Equity Sales and 9 years at Ragen MacKenzie Group where he held a similar position. Education: BA – Economics, Pacific Lutheran University (Magna Cum); MBA – Finance, University of Chicago. | ||
| Carl M. Wiese | - | 2005 | 2006 |
| Biography | "Mr. Wiese specializes in business services, materials, financials as well as non-traditional areas of growth. He has 20 years of experience, and has been a member of the investment management team for 10 years. Prior to joining WSA, he worked for 4 years as an analyst/portfolio manager at Hokanson Capital Management, as well as 4 years at William O'Neil & Company as an analyst. Education: BBA - Business Administration, University of San Diego; MS – Finance, San Diego State University. Mr. Wiese is a member of the CFA Institute as well as the Financial Analysts Society of San Diego. " | ||
| David A. Baratta | Portfolio Manager | 2000 | 2005 |
| Biography | Baratta is a portfolio manager with Wall Street Associates. Prior to joining Wall Street, he was an portfolio manager with Morgan Grenfell Capital Management. Previously, he served as a portfolio manager with BEM Management, AIG Global Investors and E.F. Hutton. | ||
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