CHICAGO, Oct. 7, 2026 /PRNewswire/ — Harris | Oakmark announces the launch of a new exchange-traded fund: Oakmark U.S. Concentrated ETF (OAKL). Consistent with other Harris | Oakmark offerings, the ETF employs a value investment philosophy to identify quality companies priced at a discount to the investment team’s estimate of intrinsic value and seeks competitive long-term performance by investing in focused portfolios grounded in disciplined, bottom-up research.
The launch expands Harris | Oakmark’s active ETF suite, joining the Morningstar Gold Medalist-rated Oakmark U.S. Large Cap ETF (OAKM), Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large Cap ETF (OAKG). The firm’s ETFs combine value investing expertise with the benefits of an ETF structure, including transparency, intra-day liquidity, and the potential for tax-efficient investing.
The Oakmark U.S. Concentrated ETF (OAKL) is managed by Alex Fitch, CFA, Portfolio Manager, Director of U.S. Research, and Co-Chief Investment Officer – U.S., and Robert Bierig, Deputy Chairman and Portfolio Manager. OAKL will typically hold 15-25 larger U.S. companies, providing a concentrated, high-conviction approach to large-cap value.
“With this new fund, we continue to offer clients our consistent value investment philosophy,” said Alex Fitch. “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.”
“A concentrated portfolio is a natural extension of that discipline,” added Robert Bierig. “OAKL reflects our approach of allocating capital to a focused group of businesses where we see the most compelling long-term opportunities for investors.”
Learn more about Harris | Oakmark ETFs: www.oakmark.com/ETFs.
About Harris | Oakmark
For five decades, Harris | Oakmark has delivered value-driven investment solutions with a highly active, disciplined and long-term approach. Headquartered in Chicago, IL, with approximately $106 billion in assets under management as of June 30, 2026, the firm follows a differentiated research‑intensive approach to uncovering intrinsic value. Investment teams leverage bottom‑up fundamental research, rigorous debate and value discipline to construct concentrated portfolios designed for consistent, competitive performance over market cycles. The firm’s investment solutions span U.S., global and international equities and fixed income – and are offered in various vehicles spanning mutual funds, SMAs, LPs, CITs and actively managed ETFs.
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1.5 trillion assets under management2 (€1.3 trillion), Natixis Investment Managers specializes in high-conviction active investment strategies, insurance and pension solutions, and private assets, and delivers a diverse offering across asset classes, styles, and vehicles. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is part of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;3 Flexstone Partners; Gateway Investment Advisers; Harris | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; VEGA Investment Solutions and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Survey respondents and publicly available data ranked by Investment & Pensions Europe/Top 500 Asset Managers 2026 ranked Natixis Investment Managers as the 21st largest asset manager in the world based on assets under management as of December 31, 2025.
2 Assets under management (AUM) of affiliated entities measured as of June 30, 2026, are $1,525.1 billion (€1,334.0 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
Morningstar disclosures
©2026 Morningstar, Inc. All Rights Reserved. The Morningstar Medalist RatingTM is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Morningstar expresses the Morningstar Medalist Rating on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value, or “positive alpha,” over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term. (Morningstar defines “long term” as periods lasting at least five years.) For more detailed information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures/.
The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.
Understanding the risks
Investing involves risk; principal loss is possible. There is no guarantee each Fund’s investment objectives will be achieved. The Funds are actively managed and do not seek to replicate a specific index. Exchange-Traded Fund (ETFs) are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of ETF’s shares may trade at a premium or discount to its net asset value (NAV), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF’s ability to sell its shares. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Brokerage commissions will reduce returns. The Fund invests primarily in larger capitalization securities, which may be unable to respond quickly to new competitive challenges or opportunities, attain the high growth rate of successful smaller companies, or be out of favor under certain market conditions. Because the Fund is non-diversified, the performance of each holding will have a greater impact on the Fund’s total return and may make the Fund’s returns more volatile than a more diversified fund. Value stocks may fall out of favor with investors and underperform growth stocks during given periods. As the Funds are new, there is a limited operating history and there can be no assurance each fund will grow to an economically viable size, in which case it may cease operations and require investors to liquidate or transfer their investments. These and other risk considerations, such as market, sector or industry, large shareholder, and value style, are described in detail in the Fund’s prospectus.
Before investing, carefully consider fund investment objectives, risks, charges and other expenses. For this and other information that should be read carefully, please request a prospectus and summary prospectus by calling 1-800-OAKMARK (625-6275) (mutual funds) or 1-800-458-7452 (ETFs) or visiting oakmark.com.
The Oakmark Funds are distributed by Harris Associates Securities LLC, member FINRA. Harris Associates L.P. is the investment adviser to the Oakmark Funds and ETFs. The Oakmark ETFs are distributed by Foreside Fund Services, LLC. Harris Associates L.P. and Harris Associates Securities LLC are not affiliated with Foreside Fund Services, LLC. Harris Associates L.P. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940, however, such a registration does not imply a certain level of skill or training. The general partnership interest in Harris Associates is owned by Harris Associates, Inc., a corporate subsidiary of Natixis Investment Managers LLC.
Natixis Distribution, LLC (Member FINRA | SIPC), is a marketing agent for the Oakmark Funds and Oakmark ETFs.
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