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INVITATION BERENBERG is delighted to invite you to its EUROPEAN CONFERENCE 2019 on Monday 2nd – Thursday 5th December 2019 at Pennyhill Park Hotel & Spa London Road • Bagshot • Surrey • GU19 5EU • United Kingdom LIST OF ATTENDING COMPANIES (SUBJECT TO CHANGE) A&D, Automotive & Construction Business Services, Leisure, Transport & Logistics Chemicals BAE Systems Plc TAKKT AG SalMar ASA Balfour Beatty plc UDG Healthcare plc Solvay SA Kingspan Group Whitbread plc Synthomer plc Meggitt plc Wizz Air Holdings Plc Wacker Chemie AG MTU Aero Engines AG Rheinmetall AG Capital Goods & Industrial Engineering Consumer, Beverages, Food Manufacturing & HPC Rolls-Royce Holdings plc Alfen BV ASOS Plc Aluflexpack AG Boozt AB Banks, Diversified Financials & Insurance AMG Advanced Metallurgical Group Diageo plc Ashmore Group plc Aumann AG Fevertree Drinks plc AURELIUS Equity Opportunities SE & Co. KGaA Basler AG Glanbia plc Burford Capital Ltd Belimo Holding AG Global Fashion Group Deutsche Börse AG Coats Group plc Henkel AG & Co KGaA Hastings Group Holdings plc Deutz AG home24 HYPOPORT AG dormakaba Holding AG JD Sports Fashion plc Legal & General Dürr AG Maisons du Monde SA Svenska Handelsbanken Electrocomponents plc Nestlé S.A. St. James’s Place plc Jungheinrich AG PUMA AG Tikehau Capital SCA KION Group AG Sainsbury’s (Previously J Sainsbury plc) Klingelnberg AG Shop Apotheke Europe NV Business Services, Leisure, Transport & Logistics Knorr-Bremse AG Tesco plc OSRAM Licht AG Aena SME Unilever NV RATIONAL AG AP Moller-Maersk A/S Westwing Group AG SGL Carbon SE Applus Services SA zooplus AG Stabilus SA Austrian Post Zur Rose Group AG technotrans AG Befesa SA va-Q-tec AG Brenntag AG Healthcare VARTA AG Compass Group PLC AstraZeneca plc VAT Group AG Dalata Hotel Group plc Biocartis NV Vossloh AG DCC plc BioNTech SE Deutsche Post AG Coloplast A/S doValue SpA Chemicals Dermapharm Holding SE Elis SA AlzChem Group AG Elekta AB Eurofins Scientific SE BASF SE Evotec SE Gamesys Group plc Bayer AG Fagron N.V. HanseYachts AG Croda International Plc Fresenius Medical Care AG Co KGaA Hapag-Lloyd AG Elementis plc Fresenius SE IMCD N.V. Evonik Industries AG Galapagos NV Intertek Group plc Johnson Matthey Plc GERRESHEIMER AG SGS SA Lenzing AG Getinge AB Solutions 30 SE Novozymes A/S GlaxoSmithKline PLC SPIE SA Recticel NV IP Group plc LIST OF ATTENDING COMPANIES (SUBJECT TO CHANGE) Healthcare Real Estate TMT LivaNova PLC Aroundtown SA Keywords Studios plc Medios AG Corestate Capital Holding SA Mediaset España Comunicación SA Scapa Group Plc Deutsche EuroShop AG MTG AB (Modern Times Group AB) MorphoSys AG Deutsche Wohnen SE Nemetschek AG M1 Kliniken AG NFON AG LEG Immobilien AG Novartis AG ProSiebenSat.1 Media SE Grand City Properties SA Novo Nordisk A/S PVA TePla AG Philips PATRIZIA AG RIB Software SE Roche Holding AG Siltronic AG SARTORIUS AG TMT Softcat plc Scapa Group Plc Stemmer Imaging AG Aixtron SE Smith & Nephew PLC Telecom Italia SpA Ansys Inc. STRATEC SE Telefonica Deutschland Holding AG ASML Holding NV Straumann Holding AG Telefónica SA Autodesk Inc. Tecan Group AG Temenos Group AG Barco NV UDG Healthcare plc THQ Nordic AB / Embracer Group CTS Eventim AG & Co KGaA TKH Group NV Cyan AG United Internet AG Metals, Mining, Oil & Gas Datagroup SE Wirecard AG ArcelorMittal SA Deutsche Telekom AG Worldline SA BOOSTHEAT Elisa Oyj Eni S.p.A Eutelsat Communications SA Lundin Petroleum AB freenet AG Repsol SA HelloFresh SE Schoeller-Bleckmann AG Informa plc TechnipFMC SpinCo JCDecaux SA Total SA Jenoptik AG One-on-one meetings will be available with all the presenting companies during the conference. If you would like to register for the conference or require further information on the attending companies, please refer to www.berenberg.de/en/investmentbanking/#conferences Registration deadline: Friday 8th November 2019 For more information, please contact Suzy Khan, the Conference Organiser, on +44 (0) 20 3207 7915 or any member of the Sales Team. EVENING PROGRAMME Monday 2nd December • An Extraordinary Evening Tuesday 3rd December • Around the World in 80 Days Dinner Wednesday 4th December • A Classical Gala Dinner The evening programme will commence following the last presentation each day. Dinner will be followed by evening entertainment. RSVP by registering at www.berenberg.com/en/conference.html JOH. BERENBERG, GOSSLER & CO. KG BUSINESS SERVICES, LEISURE & TRANSPORT FINANCIALS TMT REAL ESTATE TELECOMMUNICATIONS EQUITY RESEARCH TRANSPORT & LOGISTICS Kai Klose +44 20 3207 7888 Laura Janssens +44 20 3465 2639 Willian Fitzalan-Howard +44 20 3465 2640 Abhilash Mohapatra +44 20 3465 2644 GENERAL MID CAP Joel Spungin +44 20 3207 7867 Carl Murdock-Smith +44 20 3207 7918 MID CAP - DACH Adrian Yanoshik +44 20 3753 3073 HEALTHCARE Scott Bardo +44 20 3207 7869 Carl-Oscar Brendengen +44 20 3753 3160 Michael Healy +44 20 3753 3201 THEMATIC RESEARCH Marta Bruska +44 20 3753 3187 CONSUMER Tom Jones +44 20 3207 7877 Steven Bowen +44 20 3753 3057 Charlotte Friedrichs +44 20 3753 3077 BEVERAGES Odysseas Manesiotis +44 20 375 3200 Julia Schrameier +44 20 3753 3172 Gustav Fröberg +44 20 3465 2655 James Letten +44 20 3753 3176 Javier Gonzalez Lastra +44 20 3465 2719 Alexander O’Donoghue +44 20 3207 7804 INDUSTRIALS ECONOMICS FOOD MANUFACTURING AND HPC Gerhard Orgonas +44 20 3465 2635 AEROSPACE & DEFENCE Florian Hense +44 20 3207 7859 Benjamin Pfannes-Varrow +44 20 3465 2620 Ebba Bjorklid +44 20 3753 3247 Kallum Pickering +44 20 3465 2672 Andrew Gollan +44 20 3207 7891 Lasse Stueben +44 20 3753 3208 Fulvio Cazzol +44 20 3207 7840 Holger Schmieding +44 20 3207 7889 James Targett +44 20 3207 7873 Ross Law +44 20 3465 2692 MID CAP - EU CORE George McWhirter +44 20 3753 3163 EQUITY SALES Beatrice Allen +44 20 3465 2662 FOOD RETAIL AUTOMOTIVES Fraser Donlon +44 20 3465 2674 Thomas Davies +44 20 3753 3104 Remi Grenu +44 20 3207 7806 Cristian Dirpes +44 20 3465 2721 SPECIALIST SALES GENERAL RETAIL Christoph Gruelich +44 20 3753 3119 Asad Farid +44 20 3207 7932 AEROSPACE & DEFENCE & CAPITAL GOODS Michael Benedict +44 20 3753 3175 Andreas Markou +44 20 3753 3022 Cara Luciano +44 20 3753 3146 Anna Patrice +44 20 3207 7863 Oliver Anderson +44 20 3753 3173 CAPITAL GOODS Trion Reid +44 20 3753 3113 Graham Renwick +44 20 3207 7851 Philippe Lorrain +44 20 3207 7823 AUTOS, CHEMICALS & TECHNOLOGY Jan Richard +44 20 3753 3029 Michelle Wilson +44 20 3465 2663 Joel Spungin +44 20 3207 7867 Edward Wales +44 20 3207 7815 LUXURY GOODS BANKS & DIVERSIFIED FINANCIALS MID CAP - UK MATERIALS Lauren Molyneux +44 20 3207 7892 Eleni Papoula +44 20 3465 2741 Calum Battersby +44 20 3753 3118 CHEMICALS Joseph Bloomfield +44 20 3753 3248 BUSINESS SERVICES, LEISURE & TRANSPORT Robert Chantry +44 20 3207 7861 ENERGY Sebastian Bray +44 20 3753 3011 Xian Deng +44 20 3753 3014 Rebecca Langley +44 20 3207 7930 Sam Cullen +44 20 3753 3183 OIL & GAS Ned Hammond +44 20 3753 3017 Anthony Manning +44 20 3753 3092 CONSUMER DISCRETIONARY Tom Horne +44 20 3207 7913 Baha Bassatne +44 20 3753 3158 Rikin Patel +44 20 3753 3080 Pauline Chevalier +44 20 3753 3209 Edward James +44 20 3207 7811 John Gleeson +44 20 3465 2716 Kieran Lee +44 20 3465 2736 Ilkin Karimli +44 20 3465 2684 METALS & MINING CONSUMER STAPLES Lush Mahendrarajah +44 20 3207 7896 Edward Pizzey +44 20 3753 3185 Richard Hatch +44 20 3753 3070 Ramnique Sroa +44 20 3753 3064 Henry Tarr +44 20 3207 7827 Laurent Kimman +44 20 3465 2675 Benjamin May +44 20 3465 2667 HEALTHCARE Alex Medhurst +44 20 3753 3047 Michael Stoner +44 20 3465 2643 UTILITIES David Hogg +44 20 3465 2628 Antony Plom +44 20 3207 7908 Oliver Brown +44 20 3207 7922 Eoghan Reid +44 20 3753 3055 TMT MEDIA & TELECOMS Owen Shirley +44 20 3465 2731 Andrew Fisher +44 20 3207 7937 TECHNOLOGY Jonathan Smith +44 20 3207 7842 Donald Tait +44 20 3753 3031 Lawson Steele +44 20 3207 7887 Sean Thapar +44 20 3465 2657 Tammy Qiu +44 20 3465 2673 METALS & MINING, OIL & GAS AND UTILITIES FINANCIALS Tej Sthankiya +44 20 3753 3099 Jason Turner +44 20 3753 3063 Lou Ann Yong +44 20 3753 3159 BUSINESS SERVICES, LEISURE & TRANSPORT BANKS THEMATICS BUSINESS SERVICES Adam Barrass +44 20 3207 7923 MEDIA Chris Armstrong +44 20 3207 7809 Tom Burlton +44 20 3207 7852 Frederick Brennan +44 20 3753 3171 Jamie Bass +44 20 3753 3217 Michael Christodoulou +44 20 3207 7920 Robert Berg +44 20 3465 2680 SALES LEISURE Andrew Lowe +44 20 3465 2743 Keisi Hysa +44 20 3207 7817 Jack Cummings +44 20 3753 3161 Eoin Mullany +44 20 3207 7854 Laura Janssens +44 20 3465 2639 BENELUX Stuart Gordon +44 20 3207 7858 Peter Richardson +44 20 3465 2681 Sarah Simon +44 20 3207 7830 Miel Bakker +44 20 3207 7808 Annabel Hay-Jahans +44 20 3465 2720 Bram van Hijfte +44 20 3753 3000 DIVERSIFIED FINANCIALS TELECOMMUNICATIONS TRANSPORT & LOGISTICS Panos Ellinas +44 20 3753 3149 David Burns +44 20 3753 3059 FRANCE Conor Dwyer +44 20 3753 3216 Chris Turner +44 20 3753 3019 Usman Ghazi +44 20 3207 7824 Alexandre Chevassus +33 1 5844 9512 SALES SALES TRADING CRM EQUITY SALES FRANCE LONDON Fenella Neill +44 20 3207 7868 SALES Dalila Farigoule +33 1 5844 9510 Frans Van Wakeren +44 20 3753 3079 Kevin Nor +33 1 5844 9505 EVENTS David Alonso +1 312 210 9933 Guillaume Viret +33 1 5844 9507 PARIS Miranda Bridges +44 20 3753 3008 Albert Aguiar +1 646 949 9218 Jason Cantrell +1 415 802 2523 Vincent Klein +33 1 58 44 95 09 Charlotte David +44 20 3207 7832 GERMANY Suzy Khan +44 20 3207 7915 Daniel Claeys +1 646 949 3144 Natalie Meech +44 20 3207 7831 Nate Emerton +1 617 292 8211 Simone Arnheiter +49 69 91 30 90 740 EQUITY TRADING Nina Buechs +49 69 91 30 90 735 Eleanor Metcalfe
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    Translation of Financial Statements as of 31 December 2020 and Management Report Evotec SE Exhibit 1 Evotec SE, Hamburg Statement of financial position as of 31 December 2020 Assets 31.12.2020 31.12.2019 Equity and liabilities 31.12.2020 31.12.2019 EUR EUR EUR EUR A. Equity A. Fixed assets I. Subscribed capital 163.914.741,00 150.902.578,00 I. Intangible assets ./. nominal value Treasury shares -249.915,00 -249.915,00 Purchased franchises, industrial and similar rights 163.664.826,00 150.652.663,00 and assets, and licenses in such rights and assets 1.194.857,45 4.082.552,01 II. Capital reserves 482.139.820,51 243.587.164,27 II. Property, plant and equipment III. Reserve for treasury shares 249.915,00 249.915,00 1. Land, land rights and buildings, including buildings on third-party land 1.572.345,71 1.804.727,38 IV. Accumulated loss -100.132.424,27 -75.948.394,50 2. Plant and machinery 12.251.848,90 11.732.420,10 3. Other equipment, furniture and fixtures 1.160.417,33 1.035.981,29 545.922.137,24 318.541.347,77 4. Prepayments and assets under construction 1.315.392,83 1.118.311,65 16.300.004,77 15.691.440,42 III. Financial assets B. Provisions 1. Shares in affiliates 334.222.810,07 334.187.810,07 1. Provisions for pensions and similar obligations 169.091,00 166.780,00 2. Loans to affiliates 132.335.498,54 2.
  • Fiscal Quarter-End Holdings (Pdf)

    Fiscal Quarter-End Holdings (Pdf)

    Quarterly Schedules of Portfolio Holdings International & Global Funds July 31, 2020 Retirement Institutional Administrative Investor Class Class Class Class Harbor Diversified International All Cap Fund HNIDX HAIDX HRIDX HIIDX Harbor Emerging Markets Equity Fund HNEMX HAEMX HREMX HIEEX Harbor Focused International Fund HNFRX HNFSX HNFDX HNFIX Harbor Global Leaders Fund HNGIX HGGAX HRGAX HGGIX Harbor International Fund HNINX HAINX HRINX HIINX Harbor International Growth Fund HNGFX HAIGX HRIGX HIIGX Harbor International Small Cap Fund HNISX HAISX HRISX HIISX Harbor Overseas Fund HAORX HAOSX HAOAX HAONX Table of Contents Portfolios of Investments HARBOR DIVERSIFIED INTERNATIONAL ALL CAP FUND. ..... 1 HARBOR EMERGING MARKETS EQUITY FUND . .......... 8 HARBOR FOCUSED INTERNATIONAL FUND. ................................. 11 HARBOR GLOBAL LEADERS FUND. ................. 13 HARBOR INTERNATIONAL FUND . 15 HARBOR INTERNATIONAL GROWTH FUND . ........................ 21 HARBOR INTERNATIONAL SMALL CAP FUND. ................. 24 HARBOR OVERSEAS FUND . ............................................ 26 Notes to Portfolios of Investments ..................................... 31 Harbor Diversified International All Cap Fund PORTFOLIO OF INVESTMENTS—July 31, 2020 (Unaudited) Value, Cost, and Principal Amounts in Thousands COMMON STOCKS—96.4% COMMON STOCKS—Continued Shares Value Shares Value AEROSPACE & DEFENSE—0.7% BANKS—Continued 28,553 Airbus SE (France)* .............................. $ 2,090 236,142 Svenska Handelsbanken AB (Sweden) ............... $