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Harbor Capital Advisors to Expand ETF Suite with International Compounders ETF

Harbor Capital Advisors to Expand ETF Suite with International Compounders ETF


May 18, 2022

CHICAGO – May 18, 2022 - Harbor Capital Advisors, Inc. (“Harbor”), today announced that it is adding to its exchange-traded fund (ETF) lineup, bringing a new active and fully transparent Harbor International Compounders ETF (OSEA) to market in early September, upon completion of the registration process. This registration is the first international ETF in the firm’s growing ETF product suite. Along with ETFs, Harbor offers a curated experience of mutual funds and collective investment trusts (CITs).

“We are excited to launch the Harbor International Compounders ETF, providing clients with an active, concentrated & fully transparent ETF focused on international companies with expected sustainable earnings growth to help drive compounded long-term wealth creation. In a world seemingly dominated by lowcost index investing we believe active managers need to be truly active to add value” said Kristof Gleich, President and CIO. “We are thrilled to partner with C WorldWide Asset Management Fondsmaeglerselskab A/S (“C WorldWide”). Their concentrated, disciplined and long-term orientation have enabled them to build a long track record in International Equity investing and we’re excited for our clients to get to know them and invest with them.”

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

For over 35 years, Harbor has partnered with talented, institutional-caliber asset managers to provide active, cost-aware investment opportunities for its clients. Harbor identifies and carefully selects specialists in each asset class to manage portfolios and applies a comprehensive oversight and monitoring program that keeps the best interests of its clients as the focal point.

Harbor recently launched a series of fully transparent ETFs providing advisors and investors new ways to access exclusive investment management solutions to achieve long-term investment goals. Harbor currently has six ETFs: Harbor All-Weather Inflation ETF (HGER), Harbor Long-Term Growers ETF (WINN), Harbor Corporate Culture Leaders ETF (HAPY), Harbor Disruptive Innovation ETF (INNO), Harbor Scientific Alpha Income ETF (SIFI), and Harbor Scientific Alpha High Yield ETF (SIHY).

Harbor had combined assets under management of approximately $55 billion as of March 31, 2022. For more information, visit harborcapital.com.

About C WorldWide

C WorldWide Asset Management Fondsmaeglerselskab A/S is a focused and independent asset manager. C WordWide’s objective is to deliver consistent, long term asset growth for their clients through active investments in listed equities on global stock exchanges.

The combination of a distinct investment philosophy based on careful stock-picking and long-term global trends coupled with a stable team of experienced portfolio managers, has since 1986, we believe maintained attractive long-term investment results.

www.cworldwide.com

NOTE: INFORMATION CONTAINED HEREIN IS SUBJECT TO COMPLETION OR AMENDMENT. THE REGISTRATION STATEMENT RELATING TO THESE SECURITIES HAS BEEN FILED WITH THE SEC BUT HAS NOT YET BEEN DECLARED EFFECTIVE. THESE SECURITIES MAY NOT BE SOLD NOR MAY OFFERS TO BUY BE ACCEPTED PRIOR TO THE TIME THE REGISTRATION STATEMENT BECOMES EFFECTIVE. THIS PRESS RELEASE IS NOT AN OFFER TO SELL THESE SECURITIES AND IS NOT SOLICITING AN OFFER TO BUY THESE SECURITIES IN ANY STATE WHERE THE OFFER OR SALE IS NOT PERMITTED. AN INDICATION OF INTEREST IN RESPONSE TO THIS ADVERTISEMENT WILL INVOLVE NO OBLIGATION OR COMMITMENT OF ANY KIND.

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. TO OBTAIN A SUMMARY PROSPECTUS OR PROSPECTUS FOR THIS AND OTHER INFORMATION, VISIT HARBORCAPITAL.COM OR CALL 800-422-1050.

All investments involve risk including the possible loss of principal. There is no guarantee that the investment objective of the Fund will be achieved.

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.

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.

The Subadviser considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.

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 subadviser to the Harbor International Compounders ETF.


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Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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Investing involves risk and the potential loss of capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

All trademarks or product names mentioned herein are the property of their respective owners. Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.