Harness has access to a wide range of portfolios, including those managed in house or sub-advised by 3rd-Party Investment Managers. We partner with leading investment managers to deliver best-in-class investment solutions to clients. We seek out broad experience and proven expertise with an investment philosophy that aligns with ours. These partnerships enable Harness to better meet the needs of its clients and will be reviewed as part of our regular reviews of the investment success of our clients.
We’ve grouped our portfolios into three distinct categories; Core Pools, Core Models, and Custom Models. We have included a model series in its respective category based primarily by the number of securities in the model portfolio. We have instituted target fee group and account sizes to ensure clients are invested in portfolios that represent their most efficient way to achieve their financial goals, while also keeping their administration costs low.
View the complete list of portfolios available to Harness Investors.
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Description
Strategy Name
Harness is a registered portfolio management firm that manages over $1Bn. Harness constructs their portfolios primarily by using index ETFs to create efficient, broad market exposure at low cost.
Portfolio Manager
Description
Strategy Name
Purpose Investments is a leading independent Canadian institutional asset manager with more than $11 billion of assets under management. Their experience and expertise is broad, including active equities, cryptocurrency, active fixed income as well as both traditional and risk-managed alternative investment strategies. Their objective is to deliver resilient and cost-efficient solutions to help clients reach their financial goals.
Forstrong Global employs a macro thematic approach that identifies significant long-term secular trends and their underlying influences on markets. Often contrary to the prevailing wisdom, these “undercurrents” signal important changes before they are readily recognizable. By focusing on themes vs. securities selection, they can generate returns that have a lower correlation to the overall market and provide a smart complement to traditional bottom-up approaches.
Vanguard is one of the world’s leading investment managers, managing more than $9 Trillion CAD globally. Vanguard’s model portfolios are strategic and predominantly index-centric by nature. Through a combination of factors-, active- and index-based securities, Vanguard takes a disciplined, low-cost and diversified long-term approach to investing.
Shaunessy Investment Counsel is a boutique investment management firm that specializes in globally balanced, diversified portfolios which are typically reserved for high-net-worth investors. Their portfolios are constructed with a strong emphasis on risk management, and involve regular asset class rebalancing and currency exposure management.
BCV (blue chip value) is an independent Canadian asset management firm. They are value investors, looking for high-quality companies that are trading at a discount to their intrinsic value (with a North American focus). These companies must pay a dividend and have the potential to increase their dividend in the future. On the fixed income component of their portfolios, BCV holds investment-grade corporate bonds which are diversified by issuer and term to maturity. A modified laddered approach is used when creating bond portfolios in order to minimize reinvestment and interest rate risk.
Lionridge is an independent portfolio manager whose primary objective is to protect and grow investor capital in a rational, consistent manner. They take a disciplined value approach to investing; seeking out quality companies that they believe are attractively priced in relation to their intrinsic value, with a significant emphasis on the management of risk.
Mulvihill Capital Management, a division of Strathbridge Asset Management Inc, has been managing investment portfolios for more than 25 years. Their focus has been on yield enhancement strategies for both retail, high net worth, and institutional clients. Their objective is to provide superior risk-adjusted performance for our clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility.
Global View is an active portfolio manager that (through the use of a disciplined, quantitative model) employs the strategy of Global Tactical Asset Allocation. This strategy allows Global View to adjust portfolio holdings in response to changing market and economic conditions. Their approach includes the ability to take defensive action in order to reduce the potential for sustained and devastating losses for clients. This includes the ability to move 100% to cash in severe market declines.
Founded in Winnipeg, Manitoba in 1992, Cardinal is an employee-owned investment management firm providing conservative investment management services to individual investors and institutions. The Investment team has over a 100+ years’ experience in the investment industry. Since inception, Cardinal has adhered to a dividend focused strategy and now manages over $3 billion in client assets. Portfolios are built with large-cap, high-quality stocks selling at below average valuations and investment grade fixed income.
Raintree Wealth Management (‘RWM’) funds are designed to generate positive total return while protecting capital, limiting volatility and reducing large drawdowns. Their funds invest in both conventional and unconventional asset classes to achieve greater risk adjusted returns over a complete market cycle. RWM’s investment committee utilizes carefully selected third party data to research projected asset class returns over multiple time horizons. Once defined, the committee then determines the appropriate portfolio allocations and then partners with recognized third-party subadvisors to carefully execute their mandate across strategies. The result is a portfolio that aims to better withstand directional market shocks and limit losses while also participating in positive returns over a full market cycle.
Mackenzie Investments is a leading investment management firm with approximately $200 billion in assets under management. Mackenzie provides investment solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, Mackenzie is a global asset manager with offices across Canada as well as in Boston, Dublin, London, Hong Kong and Beijing. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), one of Canada’s premier financial services companies