Yours may comprise a large cast of characters — spouse, family and close friends, business partners — and include many plot twists and turns. Banking , Financial services. The firm employs a top-down approach to selecting sectors to invest in with quantitative and fundamental analysis; and uses bottom-up stock picking to create its portfolios within those sectors. Harvest only considers buying stocks in companies that are fundamentally sound, offer strong and stable cash flows, possess solid balance sheets, and have relatively high dividend yields. Over the last 22 years, David Roberts has created a track record of beating the market in good years and bad. Enriching Lives.