Key People

Simon Arrata, JD

Chief Executive Officer

Years of Experience:17
Education:New York Law School:
Juris Doctorate (JD)
Hunter College:
BA
Places
Lived:
New York, NY

Biography:

  • Simon became the CEO of Harvest Krane in February 2014. He joined the firm in May 2013 as Managing Director.
  • Simon is responsible for all sales and marketing activities for Harvest’s investment products in the United States. He also leads the firm’s product development and China educational efforts.
  • He was previously a Senior Vice President at Fidelity Investments.
  • Some of Simon’s accomplishments during his 13.5-year tenure at Fidelity include:
    • Overseeing a large sales territory calling upon the firm’s top Registered Investment Advisor, Family Office, and Bank Trust departments (top clients typically had in excess of $1 billion AUM).
    • Maintaining subject matter expertise in the firm’s mutual funds and managed money products.
    • Managing $3 billion in assets for Fidelity’s high net worth clients prior to joining the firm’s Institutional Division.
  • Mr. Arrata received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata is a registered representative of Harvest Krane Investments with series 7, 63, 65 & 24 registration. He also has Health, Life & Disability insurance licenses.

Chinese Investment Team Spotlight
(Harvest Global Investments):

US Client Services Team
(Harvest Krane Investments):

IMPORTANT RISKS
Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives. Bond and bond funds will decrease in value as interest rates rise. The Fund focuses its investments primarily with Chinese issuers and issuers with economic ties to China. The Fund is subject to political, social or economic instability within China which may cause decline in value. Fluctuations in currency of foreign countries may have an adverse affect to domestic currency values. Emerging markets involve heightened risk related to the same factors as well as increase volatility and lower trading volume. The Fund uses derivative instruments. The primary risk of derivative instruments is that changes in the market value of securities held by the fund and of the derivative instruments relating to those securities may not be proportionate. Derivatives are also subject to illiquidity and counterparty risk. High yield bonds involve greater risk of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. Current and future holdings are subject to risk. There can be no assurance that the fund will achieve its stated objective.

Please see the summary or full prospectus for more information on charges, expenses, investment objectives, and risk factors along with information regarding other share classes that are offered for purchase. This and other information may be obtained by calling 1-855-573-6994. Read the prospectus carefully before you invest or send money.

The Harvest Funds are distributed by SEI Investments Distribution Company, 1 Freedom Valley Drive, Oaks, PA 19456 . SEI is not affiliated with Harvest Global Investments Limited, the Investment Adviser for the Fund.

Not FDIC insured | May Lose Value | No Bank Guarantee