Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Contact Us

Global Equity Strategy

Green Harvest Asset Management’s Core Index Plus Global Equity Strategy (benchmark: Global All-Cap Index) offers investors access to a passively managed portfolio of passive exchange-traded funds. This strategy employs Green Harvest’s advanced SmartCapture Discipline which is a proprietary, multi-step loss harvesting process designed to:
Maximize Loss Capture: Losses are captured when an optimum loss-harvesting threshold target is met.
Minimize Tracking Error: When an ETF is sold, proceeds are simultaneously swapped into a similar ETF.


• Provide tax alpha to investors by reducing taxes owed annually on realized capital gains by loss harvesting (matching realized losses to realized gains).
• Differentiate model portfolios and add flexibility by converting to index exposures enhanced with loss harvesting.
• Unlock “frozen” assets with imbedded capital gains via Green Harvest transition portfolios.

Characteristics (as of 6/30/18)

Price/Cash Flow9.37
Dividend Yield (%)3.00*
Beta (Since inception)1.03
Tracking Error (Since Inception)1.05
*Dividend yield of Portfolio ETFs

Performance and Loss Capture (through 3/31/18)

Performance1Q19YTD 2019Since Inception
Green Harvest Core Index Plus Global Equity – Institutional (Gross) 12.61% 12.61%17.73%
Green Harvest Core Index Plus Global Equity – Institutional (Net) 12.50% 12.50%16.80%
GHAM Global Equity Index 12.45% 12.45%18.87%

Top Sectors % (as of 3/31/18)

  • Portfolio
  • Global All-Cap Index

Top Countries % (as of 3/31/18)

  • Portfolio
  • Global All-Cap Index

Fact Sheet