Harbor Capital Advisors Launches Harbor Active Small Cap Growth ETF (Ticker: SGRW)

Actively managed strategy designed to capture long-term small-cap growth opportunities across market cycles

CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors, Inc. (“Harbor”), today announced the launch of the Harbor Active Small Cap Growth ETF (Ticker: SGRW), an actively managed equity strategy that seeks to provide long-term capital appreciation by investing in high-quality U.S. small-cap growth companies.

As investors navigate an evolving market environment, Harbor believes the small-cap asset class appears positioned at the early stages of a potentially favorable multi-year cycle. Historically, small-cap stocks have tended to benefit from periods of economic expansion, innovation-driven growth, and valuation re-rating following extended periods of underperformance. SGRW is designed to help investors access these opportunities through disciplined, fundamental stock selection and active portfolio management.

Positioned for a Potentially Favorable Small-Cap Cycle

The Harbor Active Small Cap Growth ETF seeks to capitalize on the long-term return potential of small-cap growth companies that are often underfollowed, under researched, and mispriced by the broader market. The strategy emphasizes businesses with strong fundamentals, durable competitive advantages, and the potential for above-average earnings and revenue growth over time.

• Active Exposure to an Underappreciated Asset Class

Small-cap growth stocks have historically experienced periods of meaningful outperformance following extended market cycles dominated by large-cap equities. SGRW provides one way to participate in this segment with active oversight.

• Fundamental, Bottom-Up Stock Selection

The strategy employs a disciplined research-driven approach in an effort to identify companies with compelling growth trajectories, strong management teams, and attractive long-term business prospects—regardless of near-term market noise.

• Designed to Seek Performance Across Market Cycles

By investing in a diversified portfolio of small-cap growth companies across multiple industries and stages of development, SGRW seeks to capture upside participation while navigating different economic and market environments.

• A Complement to Core Equity Allocations

SGRW can serve as a powerful satellite or core complement to large-cap and passive equity exposures, offering diversification benefits within a multi-fundamental constructed portfolio.

Powered by Granahan Investment Management

SGRW is subadvised by Granahan Investment Management, a firm with more than three decades of experience specializing exclusively in small-cap growth investing. Granahan is known for its rigorous fundamental research, team-based portfolio management approach, and long-standing commitment to identifying emerging growth companies early in their life cycles.

Granahan’s investment philosophy focuses on uncovering innovative, fast-growing businesses that are often overlooked by Wall Street, with an emphasis on sustainable growth, strong balance sheets, and long-term value creation.

“We believe small-cap growth is entering a period where patient, active investors may be well rewarded,” said Kristof Gleich, President and Chief Investment Officer of Harbor Capital Advisors. “After years of large-cap dominance, valuations, innovation cycles, and economic dynamics appear increasingly favorable for smaller, faster-growing companies.”

“The Harbor Active Small Cap Growth ETF (Ticker: SGRW) brings together Granahan’s deep expertise in this space with the efficiency and accessibility of the ETF structure. We believe SGRW can play an important role in a well-diversified portfolio, and we encourage advisors to take a close look at how this strategy may enhance their portfolio construction decisions over the long term.”

Harbor Capital Advisors is an asset manager with an AUM of $67.2 billion as of December 31, 2025, and is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients’ portfolios often connect with our obsession of finding what we believe are the best and most bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.

Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.

SGRW: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of small cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. At times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities. The Fund's investments in foreign securities, particularly emerging markets, expose it to higher risks than funds investing only in the U.S., including currency risk, which may negatively impact its value if foreign currencies fluctuate against the U.S. dollar. Depositary receipts carry risks like political instability, currency fluctuations, higher costs, and weaker investor protections.

Diversification does not assure a profit or protect against loss in a declining market.

The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice or a recommendation to purchase a particular security.

Granahan Investment Management is the subadvisor to the Harbor Active Small Cap Growth ETF.

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.