Mid Cap Value Fund Buys Garrett Motion After 13.41% Monthly Rally
Harbor Capital Advisors’ Mid Cap Value Fund initiated a Q4 2025 position in Garrett Motion, citing top-decile momentum scores, strong 12-month price gains, high cash-flow metrics, and active share buybacks and dividends. Garrett Motion’s one-month return was 13.41% and shares closed at $20.46 with a $4.124 billion market cap.
1. Fund Performance and Outperformance
Harbor Capital Advisors’ Mid Cap Value Fund delivered a 4.07% return in Q4 2025 versus 1.42% for its Russell Midcap Value benchmark and achieved a 15.95% gain for full-year 2025 compared to the index’s 11.05%, driven by quantitative value selection and momentum strategies.
2. Position Initiation in Garrett Motion
The fund initiated a new holding in Garrett Motion during Q4 2025, placing it in the top 5% of its stock-ranking universe due to strong 12-month price momentum, high cash-flow and forecast earnings metrics, and a quantitative model favoring undervalued, high-momentum names.
3. Stock Performance Metrics
Garrett Motion shares rose 13.41% over the past month and traded between $7.02 and $21.42 over the last 52 weeks, closing at $20.46 on February 26, 2026, with a market capitalization of approximately $4.124 billion.
4. Dividend and Buyback Catalysts
The fund highlighted Garrett Motion’s consistent dividend payments and aggressive share repurchase program as positive catalysts that could enhance per-share value, noting that mid-cap value stocks trade at more attractive multiples versus elevated valuations in AI-led large caps.