Finding Diversification Within Non-U.S. EquitiesJanuary 22, 2024
As investors potentially seek to become less tethered to the performance fluctuations of bellwether U.S. mega cap growth companies, we believe non-U.S. equities represent a compelling asset class opportunity in 2024 and beyond.
An Advisor’s Guide to Compounding with C WorldWideOctober 12, 2023
In a conversation with C WorldWide, subadvisor of the Harbor International Compounders ETF (OSEA), we dove into their strategy of taking an active and international approach to single out companies with secular tailwinds, long runways for growth and the ability to generate large amounts of free cash flow.
OSEA Active Manager on Stock Picking and Capturing Ripe OpportunitiesSeptember 14, 2023
In a two-part interview with VettaFi, C WorldWide portfolio manager Peter O’Reilly discusses the firm’s distinct investment process, trend-based stock picking, and active management.
OSEA Manager on Active AdvantagesSeptember 14, 2023
In the second part of a two-part interview with VettaFi, C WorldWide portfolio manager Peter O’Reilly discusses the opportunities using active management (and challenges with passive ETFs), and how C WorldWide looks at ESG, or Environmental Social and Governance.