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Harbor Small Cap Growth Fund Institutional Class (HASGX)
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Harbor Small Cap Growth Instl
13.89
-0.14
-1.00%
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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.
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
Chicago,IL 60606
United States
Phone
+1 8004221050
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard D. Lee | Managing Partner | 2018 | Now |
| Biography | Richard D. Lee, CFA® is a Managing Partner and Deputy Chief Investment Officer. He joined Westfield in 2004, and has been a member of Westfield’s Investment Committee since then. He covers Hardware, Semiconductors and IT Services. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
| John M. Montgomery | Managing Partner | 2011 | Now |
| Biography | A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987. John holds a Masters in Management from the JL Kellogg Graduate School of Management at Northwestern University and earned his undergraduate degree at Trinity College. He is a member of the Market Technicians Association, The Boston Eco | ||
| Ethan J. Meyers | Vice President | 2000 | Now |
| Biography | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2000 | Now |
| Biography | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
| 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 | Westfield Capital welcomed Scott in 2002, and he is now a Partner and a member of the firm’s Investment Committee. Scott’s research encompasses the Consumer Discretionary sector. Prior to joining Westfield, Scott spent five years as Vice President of Equity Research at Harbor Capital Management in Boston. In 1997, Scott was an Associate in the High Yield Research Group at Morgan Stanley Dean Witter. He began his career in 1991 at Dean Witter Reynolds, where he covered the specialty retail and footwear industries. Scott is a Chartered Financial Analyst and earned his Bachelor of Sciences degree from Lehigh University. He is a member of the Boston Security Analysts Society. Active in the community, Scott is a Power Lunch volunteer with Boston Partners in Education, and also gives his time to the Director’s Club at the Home for Little Wanderers. He is a member of the investment committee at Hebrew Senior Life, a nonprofit, non-sectarian organization focused on providing communities and health care for seniors, research into aging, and education for geriatric care providers. | ||
| 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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