#United States #Chicago #Harris | Oakmark #OAKI #OAKG

Harris | Oakmark Expands Its Active ETF Suite

Harris | Oakmark, a reputable investment management firm, announced on December 11, 2025, the launch of two new exchange-traded funds (ETFs): Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large Cap ETF (OAKG). These new funds aim to tap into international and global value investment opportunities, further enriching the firm's growing active ETF suite.

Emphasizing Value Investing Approach

Both of these latest additions align with the company's established value investment philosophy. This approach focuses on identifying high-quality companies that are trading at a discount to their perceived intrinsic value. By employing rigorous, bottom-up research processes, Harris | Oakmark aims to generate competitive long-term performance through concentrated portfolios.

The OAKI ETF will typically encompass at least 40 companies, primarily located outside of the U.S., ensuring a diversified exposure to international markets. Conversely, the OAKG ETF is set to hold a mix of 30-60 firms from both U.S. and non-U.S. markets, offering a broader scope in terms of investment opportunities.

David Herro, partner and co-CIO for international equities at Harris | Oakmark, who has been recognized as a leading figure in international equity management, will oversee both funds along with his colleagues, Tony Coniaris and Eric Liu. The team brings a wealth of expertise and experience, having previously garnered accolades such as International Equity Manager of the Decade by Morningstar in 2009.

A Step Towards Increased Client Solutions

The launch of these new ETFs signifies Harris | Oakmark's commitment to adapting its offerings to meet the evolving needs of clients. “We are pleased to expand our ETF offerings and demonstrate our commitment to offering clients solutions that align with their long-term investment goals,” Herro remarked. The ETF structure offers considerable advantages, including transparency, intra-day liquidity, and tax-efficient investment strategies, which further enhance the appeal of these products.

Established History and Strong Credentials

For nearly 50 years, Harris | Oakmark has built a reputation for delivering effective investment solutions. The firm currently manages approximately $57 billion in assets as of September 30, 2025, utilizing a long-term value investment strategy. Their approach centers on the belief that superior long-term returns can be achieved by investing in significantly undervalued companies with robust growth trajectories and management that prioritizes shareholder value.

The introduction of OAKI and OAKG not only diversifies the Harris | Oakmark investment offerings but also reinforces their commitment to value investing, backed by an experienced management team.

Conclusion

Investors interested in exploring these new options can find more information at Harris | Oakmark's website. The addition of the Oakmark International and Global ETFs provides clients with more tools to navigate the complexities of the global investment landscape and work towards their financial goals.

• ---