Harbor’s 2021 Market Outlook – Harbor Capital Advisors, Inc. – 12.10.20

Summary:

Now On Demand.

After an unprecedented 2020, we at Harbor hope you are safe and healthy. Nobody could have foreseen the challenges that exist today in markets, the economy, and in our lives; however, there were bright spots for good active managers in what we’re referring to as the “year of dispersion.”

As the world reacclimates, we believe there are many investment opportunities ahead. In Harbor’s 2021 Market Outlook, we’ll share relevant insights around several of these opportunities including:

• Maneuvering Through Volatility
• Going Against the Grain: Value
• Activating International Equities
• Growth & Innovation, More Room to Run

In addition to a review of 2020, Harbor will present catalysts for consideration in the upcoming year.

Join our experienced panelists as they offer perspective designed to help clients construct portfolios and achieve their investment goals. Our objective is to help clients navigate through these complex market environments by implementing solutions built on the merits of thoughtful active management and long-term investing.

Speakers:

Jeffery Markarian is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Jeff was a senior research consultant at NEPC, LLC. His responsibilities included serving as the lead research representative in Global, International, and Emerging Market equities. He earned a B.S. in Business Administration with a concentration in Finance from Boston University.

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA^® charterholder.

Andrew Prewitt is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Andrew was portfolio manager/manager research analyst at UBS Global Asset Management (Americas) Inc. He earned a B.B.A in Accounting and MAcc (Masters in Accountancy) in Accounting from the University of Wisconsin-Madison. Andrew is a CFA^® charterholder.

Ross Frankenfield is a managing director at Harbor Funds Distributor, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies.

Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications.

He earned a B.A. in Economics from Colby College. Ross is a CFA^® charterholder, a member of the CFA^® Institute and the CFA^® Society Boston, Inc.