Harbor Capital Advisors

5 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2024 by Kristof Gleich · said 30 times in 2 episodes since 2018 · across every show →

Mentions by year

brought up most by Ted Seides (25), Kristof Gleich (2), Jim Williams (1)

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Everything said about Harbor Capital Advisors, oldest first

Oct 10, 2024 bullish
Opinion
Gleich: ETFs and CITs Are Rapidly Displacing Mutual Funds
“And one of the interesting trends obviously at the moment is mutual funds are rapidly being displaced as the preferred vehicle by other vehicles, depending on the channel, whether it's retirement as collective investment trusts or what everybody talks about wi…”
Kristof Gleich Oct 10, 2024 ▶ 11:19 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Oct 10, 2024 negative
Assertion Partly supported
Gleich: Harbor Capital lost $22 billion to outflows in 2018
“The year I joined, I think we had outflows of about twenty two billion dollars in that calendar year.”
Kristof Gleich Oct 10, 2024 ▶ 16:19 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Oct 10, 2024 bullish
Assertion Supported
Gleich: Active ETFs capture 30% to 40% of 2024 fund flows
“And so now if you look, we'll take this year, three quarters of the way through the year, approximately about 30 to 40% of all flows that are happening now are going into active ETFs. And if you look at the size of the universe, Active ETFs are only about five…”
Kristof Gleich Oct 10, 2024 ▶ 23:00 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Oct 10, 2024 positive
Insight
Gleich: Investment edge comes from either interpretational skill or mosaic-theory data
“Generally, I think there's two different camps that skill or edge fall into. You either, number one, have an interpretational edge, which is where you're privy to the same information as everybody else, but you interpret it in a different way and are on averag…”
Kristof Gleich Oct 10, 2024 ▶ 41:23 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Oct 10, 2024 positive
Assertion Not checkable as stated
Gleich: Harbor found unexplained alpha in Dan Ariely's human capital factor
“But after doing our research, we discovered that there was a nice idiosyncratic piece of alpha left over that couldn't be explained by any other model that we put down to the human capital factor.”
Kristof Gleich Oct 10, 2024 ▶ 29:46 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
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