Harbor Capital Advisors, Inc. (“Harbor”), a premier multi-manager investment firm offering access to innovative and specialized expertise across a range of investment strategies and vehicles, today announced the launch of the Harbor International Compounders ETF (OSEA).
The active, concentrated and fully transparent ETF is focused on international companies with expected sustainable earnings growth to help drive compounded long-term wealth creation.
“The launch of the Harbor International Compounders ETF is another exciting addition to our suite of ETFs. It’s a great example of how we curate specialized boutique managers from across the world that can add value for our clients,“ said Kristof Gleich, President and CIO of Harbor Capital Advisors. “We are thrilled to partner with C WorldWide Asset Management Fondsmaeglerselskab A/S. Compared to recent history, the current market regime is very different for investors, making true alpha even more valuable. C WorldWide has a history of strong returns going back to 1986 and we’re pleased to bring them to U.S. based investors in a fully transparent ETF.”
“We’re excited to add expertise in overseas investing to Harbor Capital’s strategic investment solutions,” said Bo Knudsen, CEO at C WorldWide. “Being part of their exclusive investment partnerships, we bring another distinct offer to the Harbor lineup, continuing their path as a leader in active fully transparent ETFs.”
Harbor International Compounders ETF (OSEA) will pursue an actively managed strategy that seeks long-term growth of capital and invests primarily in equity securities of non-U.S. companies, including those located in emerging market countries.
The C WorldWide investment team seeks to identify what they believe to be high-quality companies with consistent, recurring revenues, stable free cash flows and sustainable returns on invested capital. In seeking to identify those companies for the Fund’s portfolio, the investment team conducts qualitative assessments of companies, including, among other criteria, each company’s business model, management, and financial and valuation metrics.
About Harbor Capital
Harbor offers a diverse family of cost-aware investment solutions managed by institutional-caliber firms. We source talented investment teams to manage portfolios and apply a rigorous fiduciary oversight program to monitor their performance and investment decisions. Harbor had combined assets under management of approximately $45 billion as of July 31, 2022. For more information, visit www.harborcapital.com.
About C WorldWide
C WorldWide Asset Management is a focused and independent asset manager based in Copenhagen, Denmark. Their objective is to deliver consistent, long term asset growth for their clients through active investments in listed equities on global stock exchanges.
Their combination of a distinct investment philosophy based on selective stock-picking and long-term global trends coupled with a stable team of experienced portfolio managers, has since 1986, generated attractive long-term investment returns.
CALL 1-800-422-1050 TO OBTAIN A PROSPECTUS. BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER A FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST.
All investments involve risk including the possible loss of principal.
Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.
Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.
There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.
Alpha is a measure of risk (beta)-adjusted return.
The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice.
This information should not be considered as a recommendation to purchase or sell a particular security
Foreside Fund Services, LLC. is the Distributor of the Harbor ETFs.
C WorldWide Asset Management Fondsmaeglerselskab A/S is a third-party subadvisor to the Harbor International Compounders ETF
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Contacts
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Andrew Greene – Andrew@mountandnadler.com 212-759-4440