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Harbor Small Cap Growth Fund Institutional Class (HASGX)

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14.38 +0.07    +0.49%
06/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.22B
Type:  Fund
Market:  United States
Issuer:  Harbor
Asset Class:  Equity
Harbor Small Cap Growth Instl 14.38 +0.07 +0.49%

HASGX Overview

 
On this page you'll find an in-depth profile of Harbor Small Cap Growth Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HASGX among other information.
Category

Small Growth

Total Assets

1.22B

Expenses

0.87%

Inception Date

36831

Investment Strategy

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Growth Index.

Contact Information

Address 111 S. Wacker Drive, 34th Floor
Chicago,IL 60606
United States
Phone +1 8004221050

Top Executives

Name Title Since Until
Richard D. Lee Managing Partner 2018 Now
Biography Managing Partner and Chief Investment Officer Covering Hardware, Semiconductors & IT Services 2004-Present: Westfield Capital Management 2001-2003: KL Financial Group 1999-2000: Soundview Technology Group 1996-1999: Hambrecht & Quist, LLC 1994-1996: Salomon Smith Barney 1994: Harvard University, BA
John M. Montgomery Managing Partner 2011 Now
Biography Managing Partner, Chief Operating Officer Portfolio and Investment Process Strategy 2006-Present: Westfield Capital Management 2001-2006: Lehman Brothers 1998-2001: JP Morgan Securities 1994-1998: Morgan Stanley 1987-1992: Procter and Gamble 1994: JL Kellogg Graduate School of Management, Northwestern University, MM 1987: Trinity College, BA
Ethan J. Meyers Vice President 2000 Now
Biography Managing Partner and Director of Research Covering Financial Technology & Business Services 1999-Present: Westfield Capital Management 1996-1999: Johnson Rice & Company LLC 1996: A.B. Freeman School of Business, Tulane University, BS
William A. Muggia CIO (Chief Investment Officer) 2000 Now
Biography President, Chief Executive Officer and Chief Investment Officer Market Outlook, Strategy, & Portfolio Management 1994-Present: Westfield Capital Management 1992-1994: Alex. Brown & Sons 1983-1990: Kidder Peabody & Co. 1992: Harvard Business School, MBA 1983: Middlebury College
Bruce N. Jacobs Senior Analyst 2011 2018
Biography Bruce has over 24 years of investment experience . He joined Westfield in 2004. He is a Managing Partner and member of the Investment Committee. His analytical coverage spans the capitalization spectrum and includes medical devices and life science tools within the Healthcare sector and the Consumer Staples sector. Prior to joining Westfield, Bruce was a Director and Senior Equity Analyst at Deutsche Bank Securities in Boston. His experience also includes financial analyst positions at Alex.Brown & Sons, in both the London and Baltimore offices. Bruce graduated magna cum laude from the Wharton School of the University of Pennsylvania and earned a Master of Business Administration from the Harvard Business School. He is a Chartered Financial Analyst. Bruce is on the Board of Directors for the Boys & Girls Clubs of Boston. His other hobbies and interests include basketball, Yoga, fly-fishing and keeping up with his four children.
Hamlen Thompson Senior Security Analyst 2011 2018
Biography A Managing Partner and a member of the Investment Committee at Westfield Capital, Ham’s research responsibilities include the Energy and Industrials sectors. Additionally, he serves as a member of the firm’s management committee. Prior to joining Westfield in 2003, Ham served as an Analyst and Portfolio Manager at HLM Management Company. He began his career at Fidelity Management & Research Company. Ham holds a Masters of Business Administration from the Carroll School of Management at Boston College and earned his undergraduate degree at Colby College. Ham spends the majority of his free time with his young family.
Matthew W. Strobeck Senior Security Analyst 2008 2011
Biography MATTHEW W. STROBECK, PhD Security Analyst, Covers Biotechnology and Life Sciences 2003: Westfield Capital Management, Boston, MA; Security Analyst 2003: Food and Drug Administration, Rockville, MD; Consultant to Commissioner 2002-2007: Hestion, Boston, MA; Board Member 2004: Massachusetts Institute of Technology; MBA candidate 2004: Harvard Medical School, MS candidate 2002: Massachusetts Institute of Technology, Fellow 2001: University of Cincinnati, Ph.D. 1996: St. Lawrence Univ., BS
Scott R. Emerman Vice President 2002 2011
Biography Partner Covering Consumer Discretionary & Staples 2002-Present: Westfield Capital Management 1997-2002: Harbor Capital Management 1997-1997: Morgan Stanley Dean Witter 1991-1997: Dean Witter Reynolds 1991: Lehigh University, BS
Arthur J. Bauernfeind Chairman 1986 2011
Biography Chairman Emeritus Economic Outlook & Market Strategy 1990-Present: Westfield Capital Management Company, Boston, MA 1979-1990: Loomis Sayles & Co., Boston, MA; Managing Partner and Vice President 1973-1979: White, Weld & Co., Boston, MA; First Vice President and Senior Portfolio Manager 1969-1973: Unified Mutual Funds, Inc., Indianapolis, IN; VP and Senior Fund Manager 1962-1969: First National Bank, Niles, MI; Trust Investment Officer 1961: University of Kentucky, MBA 1960: Murray State University, BA
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