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Harvest's Investment Philosophy

Foundations in our decision making.
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Our Four Pillars

As you begin to work with Harvest, either directly or indirectly, it will be important for you to be familiar with our philosophy behind investing. Each of these pillars represents the ideas that support our investment philosophy. They all bleed into each and every decision we make. 

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Tactical Management

Harvest doesn’t utilize conventional Buy & Hold strategies. All of our models are traded either daily, monthly, or quarterly. This more active trading strategy leads to more effective return on investment. We also buy, sell, and screen low-cost ETFs.

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Built-In Downside Risk Controls

There are many different rules and tools we employ, but here are three common ones. Moving averages to help determine momentum, trailing stops to help set ideal price points, and asset class & sector rankings, which help us determine the relative strength of funds.

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Rules Based Strategies

All of our portfolios are managed in one or more investment models. Each model has a unique set of rules which determine the decisions behind buying and selling. Just like a traffic light–if the light is green, you go. If the light is red, you stop. This helps remove emotion from decision making.
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Fact Based Investing

At Harvest, we don’t rely on predictions or market forecasting. Our decisions are based upon real-time, current market trends. On top of that, we utilize a momentum based style of investing that focuses on positions that are outperforming and strays away from those that are lagging behind.
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Our philosophy is a big part of what makes us different.

As you can see from the video, our investment philosophy has quite a bit to it. Our philosophy helps us differentiate ourselves from other investment firms out there. It can seem like a lot. However, this video is designed to break down this daunting topic. Review the four pillars above for further detail, or continue reading below to learn more.

Honoring God Through
Stewardship.

We believe all that we own ultimately belongs to God. We are called to be stewards of all that God has given us. We believe that investing is another form of worship. Naturally, our theology is part of what drives our philosophy. This is also why we developed our Biblically Responsible Investing Models (BRI). We highly encourage you to check them out, if that sounds like something you would be interested in.

Biblically Responsible Investing?

Why we stray away from certain academic theories.

Over the centuries, several different academic theories have been developed. While some are interesting, many of these theories have shortcomings which stem from a number of high-level assumptions. While it’s important that you understand which ideas we DO subscribe to, it can be to your benefit to learn which ideas we don’t find suitable. We encourage you to learn more about these alternative theories.

Alternative Academic Theories?

Ask us a question.
We’ll find you an answer.

Investing philosophy can be a difficult and daunting topic to cover. We understand! Please feel free to send us any questions you have, and we will get back to you promptly.