- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 111 South Wacker Drive, 34th Floor Chicago IL United States of America 60606
- IPO Date
- Sep 8, 2022
- Business
- Harbor International Compounders ETF (OSEA) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. companies with market capitalizations of at least $5 billion, focusing on those exhibiting sustainable growth potential through durable competitive moats, strong governance, and clear long-term strategies; the portfolio typically holds a maximum of 30 high-conviction stocks selected via a bottom-up, research-driven process incorporating global thematic overlays and environmental, social, and governance (ESG) factors. Key sectors include industrials, technology, financial services, healthcare, and consumer defensive, with top holdings such as Taiwan Semiconductor Manufacturing Company Limited, HDFC Bank Limited, Linde plc, Sony Group Corporation, and Siemens Aktiengesellschaft; the fund benchmarks against the MSCI All Country World Ex. U.S. (ND) Index and maintains a net expense ratio of 0.55%, trading on the NYSE Arca exchange under the ticker OSEA. It provides exposure to developed and emerging markets outside the United States, including Europe (Eurozone, United Kingdom, Europe ex-Euro), Japan, India, and others, targeting institutional and retail investors seeking international large-cap growth diversification.
OSEA was launched on September 7, 2022, by Harbor Capital Advisors, Inc., an investment adviser founded in 1983 and headquartered at 111 South Wacker Drive, 34th Floor, Chicago, Illinois; Harbor Capital employs a manager-of-managers model and serves as the adviser, with sub-advisory provided by C WorldWide Asset Management, an independent firm based in Copenhagen, Denmark, whose portfolio managers include Bo Almar Knudsen, Bengt Seger, Peter O’Reilly, and Mattias Kolm.
Recent developments include the celebration of OSEA's three-year anniversary in September 2025, underscoring the enduring strategic partnership between Harbor Capital and C WorldWide established in 2022; Harbor Capital has expanded its ETF lineup through new partnerships, such as with EARNEST Partners in June 2025 for the launch of Harbor Emerging Markets Equity ETF (EPEM) and Harbor International Equity ETF (EPIN), and earlier with Disciplined Alpha LLC in December 2023 for the Harbor Long-Short Equity ETF, reflecting a broader commitment to active international and thematic strategies amid shifting global market dynamics. The fund's assets under management have grown to approximately $500 million, supported by strong one-year performance outpacing benchmarks in certain periods, including a 377 basis point excess return in November 2023. No major acquisitions, funding rounds, or reorganizations specific to OSEA have been reported in the last 1-2 years, with focus remaining on portfolio optimization and thematic stock selection.