About Us

Since 1997, a steadfast investment philosophy has guided the Harbour funds to strong long-term performance versus their peer funds. Essentially, the Harbour team strives to invest in easy-to-understand, quality business with promising futures, whether they are located in Canada or other developed markets.

Harbour Advisors is a division of CI Investments Inc. Certain funds associated with Harbour Advisors are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.

Our Funds

The Harbour team strives to invest in easy-to-understand, quality business with promising futures, whether they are located in Canada or other developed markets.

Our Team

The Harbour team aims to achieve above-average long-term growth while preserving the funds’ capital base. Harbour is known for its concentrated portfolios and its patient long-term outlook.

Peter Hofstra

Chief Investment Officer and Senior Portfolio Manager

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Our Philosophy

The guiding principles of the Harbour investment philosophy are focused on three main qualities:

Capital protection

  • Our priority is to protect our investors' capital by incorporating a margin of safety at every level of the investment process.
  • The Harbour portfolios are carefully constructed with the objective of steady growth of capital while minimizing volatility and managing risk.
  • We believe the best way to make money is not to lose it.


Independent thought

  • We seek out high-quality companies with an unbiased view of their potential.
  • We like to identify investment opportunities in stable companies with unrealized value that is not recognized by other investors.
  • The Harbour funds can differ greatly from the index and have high active share.

Partnership

  • We value our relationship with our investors and view them as long-term partners.
  • We are committed to communicating clearly and regularly to ensure that our clients' confidence and expectations mirror our own.
  • As investors we work as a team, sharing ideas and insights openly, while taking individual responsibility to deliver strong risk-adjusted returns.

Our Insights

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