Human Capital Factor®
The Human Capital Factor® applies workplace behavioral science, financial acumen and deep data science to capture the powerful connection between human capital and stock performance.
By understanding company culture and intrinsic employee motivation, we are able to transform these insights into high-returning investment strategies for our partners.
HUMAN CAPITAL FACTOR
SMALL CAP INDEX
The Irrational Capital – Human Capital Factor Small Cap Index is comprised of a proprietary filtering of the Russell 2000 Index. It selects the best companies from this universe with respect to their Human Capital Factor® performance - a quantitative measure of of the relationship between employers and their employees.
HCF Small Cap is based on Irrational Capital’s research being applied to an extensive data universe of both public and private data sources containing corporate culture assessments. HCF Small Cap uses Irrational Capital’s proprietary, multi-factoring scoring model to select companies for inclusion.
The ‘buy’ list, consisting of approximately 200 companies, is capitalization-weighted, sector-constrained, recast annually, and rebalanced quarterly. The index is tracked by the Harbor Human Capital Factor US Small Cap ETF (HAPS).
Structure
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Index Provider: CIBC
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Index Calculation Agent: Solactive
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ETF Issuer/Fund Manager: Harbor Capital
Documentation*
Index Methodology
Index Performance
Tracking ETF Materials
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