#United States #Chicago #Active ETF #Harris | Oakmark #OAKL

Harris | Oakmark Launches Oakmark U.S. Concentrated ETF (OAKL)

Harris | Oakmark has officially announced the introduction of its new exchange-traded fund (ETF), the Oakmark U.S. Concentrated ETF (OAKL), aimed specifically at U.S. value investment opportunities. This move represents an exciting expansion of their already diverse active ETF suite, which includes highly rated funds such as the Oakmark U.S. Large Cap ETF (OAKM), Oakmark International Large Cap ETF (OAKI), and the Oakmark Global Large Cap ETF (OAKG).

The Oakmark U.S. Concentrated ETF exemplifies the firm's core investment philosophy, which seeks to identify high-quality companies that are undervalued according to the investment team's assessment of intrinsic value. By doing so, Harris | Oakmark aims to achieve competitive long-term performance with a portfolio that is both focused and thoroughly researched.

The management of OAKL is helmed by a highly experienced team, including Alex Fitch, CFA, who serves as the Portfolio Manager, Director of U.S. Research, and Co-Chief Investment Officer for the U.S. market, alongside Robert Bierig, the Deputy Chairman and Portfolio Manager. Together, they plan to manage a concentrated portfolio typically consisting of 15 to 25 larger U.S. companies, which allows for a focused investment approach derived from disciplined, bottom-up research.

According to Alex Fitch, “With this new fund, we continue to offer clients our consistent value investment philosophy. Our approach is rooted in understanding businesses from the bottom up and investing when we believe a meaningful gap exists between price and intrinsic value. We then apply a patient discipline while that gap closes over time.”

Robert Bierig echoed this sentiment, commenting, “A concentrated portfolio is a natural extension of that discipline, reflecting our approach of allocating capital to a selective group of businesses where we perceive the most compelling long-term opportunities for investors.” This strategic focus not only provides potential for enhanced returns but also aligns with the firm's commitment to delivering value-driven investment solutions.

Harris | Oakmark's expansion into new ETF offerings is designed to marry traditional value investing principles with the liquidity and transparency that ETFs provide. Clients can benefit from recognizing the ongoing advantages of an ETF structure, which includes intra-day trading, tax efficiency, and comprehensive portfolio transparency.

The Oakmark U.S. Concentrated ETF is a promising addition to the Harris | Oakmark suite of investment funds that spans various assets, including U.S., global, and international equities, as well as fixed income. With approximately $106 billion in assets under management as of June 30, 2026, Harris | Oakmark continues to enhance its distinguished reputation in the investment management industry. Their refined approach, built upon in-depth research and a rigorous investment discipline, aims to uncover intrinsic value across various market cycles.

Furthermore, Harris | Oakmark has been a pioneer in active investment management for over five decades, consistently delivering tailored investment solutions that align with the evolving goals of their clients. The team’s focus remains on high-conviction, fundamentally driven strategies, all while working within an environment that fosters collaboration and intellectual debate among its investment professionals.

As of this launch, investors interested in the Oakmark U.S. Concentrated ETF can explore further details on the Harris | Oakmark website. The innovative approach they adopt towards value investing makes the new ETF a compelling option for those seeking to capitalize on undervalued U.S. companies in today's dynamic market environment.