Harbour Investments Inc is a privately owned investment management firm located in Toronto, Canada. Founded in 2012, the firm provides portfolio management services to high net worth individuals and institutional clients. Harbour Investments takes a value-oriented, research-driven approach to investing across global equity, fixed income and alternative asset classes. With an experienced investment team and strong track record, Harbour Investments has grown to manage over $5 billion in assets. This article provides an overview of Harbour Investments Inc, including its history, leadership team, investment philosophy and strategies.
Brief History and Growth of Harbour Investments Inc
Harbour Investments was founded in 2012 by CEO Gerry DeBoer and several partners in Toronto, Canada. The firm started with 3 employees and has since grown to over 60 professionals managing billions in assets. Harbour saw steady growth in its early years, crossing $1 billion in AUM by 2015. Institutional clients were an early adopter and helped the firm gain traction. By focusing on high net worth channels in recent years, Harbour has expanded assets to over $5 billion as of 2022.
Investment Philosophy and Process of Harbour Investments
Harbour Investments adheres to a long term, value-oriented approach to investing. The firm focuses on high quality companies trading at discounts to intrinsic value. Rigorous proprietary research and modeling aims to identify valuation disconnects. Harbour’s investment process involves analyzing business fundamentals, meeting management teams and modeling financials. Portfolio managers take concentrated positions in high conviction ideas. Risk management techniques such as diversification and position limits help mitigate volatility.
Investment Strategies and Solutions Offered by Harbour
Harbour Investments offers a range of investment strategies across global equities, fixed income and alternative assets. Core equity strategies employ a concentrated, high conviction approach. Harbour also offers more diversified equity mandates. On the fixed income side, the firm manages short duration, investment grade strategies. Harbour’s alternatives capabilities include long/short, market neutral and multi-strategy offerings. The firm offers both pooled funds and customized separate accounts. Harbour solutions aim to provide consistent risk-adjusted returns over the long term.
Experienced Team Supporting Harbour Investments Inc
Harbour Investments is led by seasoned investment professionals with decades of experience. CEO and CIO Gerry DeBoer leads the investment team and chairs the investment committee. He is supported by portfolio managers and research analysts. The operations team provides key infrastructure support. Harbour’s board includes veteran industry experts who advise on strategic direction. The firm has grown to over 60 professionals located in Toronto. Harbour’s experienced team is a key factor underlying the firm’s steady growth and strong track record since founding.
Harbour Investments Inc is a privately owned Canadian investment management firm with over $5 billion in AUM. Harbour takes a value-oriented, research-driven approach to investing and offers a range of equity, fixed income and alternative strategies. Led by an experienced team, Harbour has delivered attractive risk-adjusted returns since its founding in 2012.