Harbor International Compounders ETF Q3 2025 Commentary

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Skip to contentHome page Seeking Alpha - Power to InvestorsDec. 30, 2025 6:10 AM ETHarbor International Compounders ETF (OSEA)Harbor Capital Advisors51 FollowersCommentsDuring the third quarter, the Harbor International Compounders ETF returned 1.03% (NAV), underperforming the benchmark, the MSCI All Country World ex-US Index, which returned 6.89%.During the quarter, we sold Epiroc and reduced our investment in Ferguson, while adding Prosus.Today, economic growth and equity market leadership is very narrow, relying on the few.We see the Chinese players as well positioned to benefit from monetization of AI investments, which is the reason we recently added Prosus to the portfolio.alexsl/iStock via Getty ImagesToday, economic growth and equity market leadership is very narrow, relying on the few. - C Worldwide Asset ManagementMarket in ReviewThe equity markets advanced, as investor sentiment balanced optimism around looser monetary policy inThis article was written byHarbor Capital Advisors51 FollowersHarbor Capital is an asset manager focused on curating an intentionally select suite of active ETFs that they believe have the potential to produce compelling, risk-adjusted returns within a portfolio. Note: This account is not managed or monitored by Harbor Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Harbor Capital's official channels.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.