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Stock impact report

Harbor Human Capital Factor US Small Cap ETF Q3 2025 Commentary [Seeking Alpha]

Orix Corp Ads (IX) 
US:NYSE Investor Relations: orix.co.jp/grp/en/ir
Company Research Source: Seeking Alpha
The ETF employs an index-based, rules-driven approach seeking to track the performance of the Human Capital Factor Small Cap TR USD Index. syahrir maulana/iStock via Getty Images Manager Commentary - As of 09/30/2025 “Irrational Capital has developed an index that asserts that companies with the best human capital lead to long-term value creation and compelling equity returns.” - Harbor Capital Advisors, Inc. This article was written by Quick Insights HAPS underperformed due to negative selection effects, particularly from holdings like HAE, BWIN, PLMR, and SHAK, and missing out on BE's gains. HAPS tracks an index focused on companies with strong human capital, using proprietary scoring and quarterly rebalancing, rather than traditional market-cap or sector weighting. KTOS, RYTM, SATS, REZI, and ARDX were top positive contributors, while HAE, SHAK, BWIN, PLMR, and missing BE exposure were the largest detractors. Recommended For You Show less Read more
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