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09/15/2025 – 09:02 AM
CHICAGO – Harbor Capital Advisors, Inc., the asset manager known for its curated selection of actively managed ETFs, mutual funds, and collective investment trusts, is marking the third anniversary of the Harbor International Compounders ETF (OSEA). The milestone underscores Harbor’s continued belief in the strategic importance of international market exposure in a diversified portfolio.
Kristof Gleich, President and CIO of Harbor Capital Advisors, stated, “Our partnership with C WorldWide, initiated over three years ago with the launch of OSEA, reflects our conviction that international markets play a critical role in long-term portfolio construction. C WorldWide’s thematic, concentrated approach to identifying long-term compounders has historically provided a solid framework for capital appreciation.”
Gleich elaborated on the rationale behind the transatlantic partnership: “We sought to bring C WorldWide, a distinguished long-term active manager based in Copenhagen, to U.S. intermediaries. And we believe this is just the beginning. While quality-focused strategies have faced headwinds in broader markets over the past 18 months, potentially creating an attractive entry point, we maintain that long-term investors stand to benefit from the portfolio’s unique composition.”
OSEA is positioned as an appealing choice for advisors with a long-term investment horizon. The ETF invests in a concentrated portfolio of approximately 30 high-performing “compounders.” These companies are selected by C WorldWide’s investment team based on rigorous research, a disciplined process, and alignment with long-term secular themes. This approach seeks to provide investors with exposure to what Harbor believes are some of the world’s most resilient and consistently growing businesses.
Harbor Capital emphasizes that OSEA prioritizes company-specific fundamentals over geographical considerations. The fund’s investment thesis focuses on identifying companies with enduring franchises, strong growth potential, and consistent cash flow generation, regardless of their country of origin. This approach allows the fund to tap into global growth opportunities that may be missed by traditional geographically-focused international ETFs.
Average Annual Returns (as of June 30, 2025)
| 3-month | YTD | 1-Year | 3-Year* | Since ETF Inception (9/7/22) | |
| Harbor International Compounders ETF at NAV | 10.79% | 12.42% | 6.23% | 14.11% | 15.07% |
| Harbor International Compounders ETF at Market Price | 10.33% | 13.23% | 6.36% | 14.62% | 15.24% |
| MSCI All-Country World Ex U.S. | 12.03% | 17.90% | 17.72% | 16.49% | 16.25% |
*3-yr figures are as of September 8, 2025
All other figures are annualized as of June 30, 2025
The Harbor International Compounders ETF Gross Expense Ratio is 0.55%
Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized.
Disclaimer:All investments involve risk, including the possible loss of principal. ETFs may trade at a premium or discount to their net asset value. Investing in international and emerging markets poses special risks, including currency exchange rate fluctuations and political or economic instability.
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