Today’s episode will focus on the Human Capital Factor (HCF). This factor applies workplace behavioral science, financial acumen and deep data science to capture the powerful connection between human capital and stock performance. By understanding company culture and intrinsic employee motivation, my guests have transformed these insights into investment strategies. For advisors looking for a way to generate additional alpha in client portfolios, understanding the HCF and how these products fit in a portfolio may lead to better returns and greater client satisfaction levels.
To find undiscovered investment strategies, financial advisors must perform due diligence that goes beyond track records.
Companies that consistently grow their dividend distributions tend to be companies with strong revenue and free cash flow at their disposal. Given the importance of dividends in down and volatile markets, dividend growth could be even more critical as the markets face uncertainty. Join the experts at Harbor Capital and VettaFi for a robust discussion on dividend growth strategies.
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The world is undergoing a dramatic energy regime shift that has been accelerated by recent events, including the COVID crisis, the Ukraine war and growing concerns about climate change. Harbor Capital Advisors recently introduced the Harbor Energy Transition Strategy ETF – ticker symbol RENW – which is subadvised by Quantix Commodities, a specialist in the development and management of innovative commodity-based investment strategies.
My guests today believe this will be one of the largest macro themes in investing over the next several decades and will fundamentally change the commodities landscape.
Their new ETF offers an opportunity to invest in this transition in a distinct and differentiated manner, through the commodities needed to facilitate change.