K Daniel

We are delighted to share that J.P. Morgan published their sixth research note on the Human Capital Factor® (HCF) – the data-driven measure of how a motivated, effective, and engaged workforce can meaningfully boost investment returns. Highlights include: Portfolios built around HCF-strong companies have outperformed the market by about 4 percent a year on average, with lower drawdowns and steadier long-term gains. High-scoring firms show faster earnings growth, better profitability, and...

Morningstar awarded a 5-star rating to the Harbor Human Capital Factor US Large Cap ETF (HAPI), which is underpinned by Irrational Capital’s Human Capital Factor®. This top rating is powerful validation of our investment philosophy, the simple idea that: Human Performance Drives Market Performance. A 5-star rating is awarded to the top 10% of funds in a given category based on historical risk-adjusted returns, placing HAPI among the top performers in the Large Blend category. Morningstar...

New fads are constantly emerging in the world of management, but many fail to deliver on their promise of increased productivity. In an...