Active Management

Horizon announced three new NYSE‑listed ETFs—International Equity (FRGN), Small/Mid‑Cap Core Equity (SMOX), and International Managed Risk (SFTX)—expanding its lineup to twelve products launched in 2025. All employ an active‑quantitative hybrid with multi‑factor screening (value, momentum, quality, volatility, sentiment) and use put‑spread options for risk‑adjusted returns. SFTX also shifts assets to Treasuries or cash during volatility spikes via its Risk Assist® framework. The offerings target advisors seeking goal‑based solutions for international exposure, small‑cap growth, or managed‑risk strategies, reflecting a broader shift toward active‑beta ETFs.

Harbor Capital Advisors celebrates the third anniversary of the Harbor International Compounders ETF (OSEA). Partnering with C WorldWide, OSEA offers a concentrated portfolio of approximately 30 high-performing international “compounders” selected based on fundamental research and long-term secular themes. The ETF prioritizes company fundamentals over geography, targeting resilient businesses with strong growth and cash flow. As of June 30, 2025, OSEA at NAV has a 3-year average annual return of 14.11% and 15.07% since inception (9/7/22). Performance data is past performance and not a guarantee of future results.