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A Large-Cap Fund Worth a Second Look

Harbor Large Cap Value has a concentrated portfolio with a quality tilt.

Mentioned:

Andrew Daniels: Harbor Large Cap Value has posted solid risk-adjusted results in recent years, and is on our radar. 

The fund has been subadvised by Aristotle Capital Management since 2012 and is led by Howard Gleicher. Gleicher and a team of about a dozen analysts employ a bottom-up, fundamental approach. They target high-quality companies with sustainable competitive advantages, attractive fundamentals, and experienced management teams. While valuation is an important component to the process, the team prefers quality firms when they're out of favor over mediocre firms trading at fire-sale prices, hence why the fund lands in the large-blend Morningstar Category. 

Andrew Daniels does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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