Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks Harvest Talks

Senior Portfolio Manager James Learmonth joins the podcast to break down tech’s performance drivers this year and in the long term, he explains why a tech + income strategy can help Canadian investors seeking growth and returns.
(00:00) Intro
(01:24) Why Tech has overperformed this year
(03:28) Is this tech doing well or the rest of the market doing badly?
(04:45) Subsector breakdown in tech
(06:20) Risks of a few large players in tech
(07:20) What’s the AI story and why has large-cap led?
(12:30) What happened with Nvidia?
(18:49) How HTA captures the tech sector
(21:22) Why HTA holds an equal weight portfolio
(23:00) Why HTA uses an income strategy
(25:14) Outro & Disclaimer
 
https://harvestportfolios.com/hta 
 
Guests:
James Learmonth, CFA
Senior Portfolio Manager
Harvest ETFs
 
Hosted by:
David Kitai
Content Writer & Editor
Harvest ETFs
 
About Harvest Portfolios Group Inc.
Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors.
For additional information:
Please visit www.harvestportfolios.com,
e-mail info@harvestportfolios.com or
call toll free 1-866-998-8298.