CHICAGO – March 1, 2024 – Harbor Capital Advisors, Inc. ("Harbor"), the asset manager that curates a select suite of actively managed ETFs, mutual funds, and collective investment trusts has extended its strategic partnership with C WorldWide Asset Management by launching the Harbor International Compounders Fund. (Ticker: HSICX).

The Harbor International Compounders Fund (HSICX) will pursue an actively managed strategy that seeks long-term growth of capital and invests primarily in equity securities of non-U.S. companies, including those located in emerging market countries.

C WorldWide’s experienced investment team seeks to identify what they believe to be high-quality companies with consistent, recurring revenues, stable free cash flows, and sustainable returns on invested capital. In seeking to identify those companies for the Fund’s portfolio, the investment team conducts qualitative assessments of companies, including, among other criteria, each company’s business model, management, and financial and valuation metrics.

“We believe C WorldWide provides overseas expertise that our clients can rely on. After the successful launch of the Harbor International Compounders ETF (OSEA) in 2022, we wanted to extend Harbor’s and C WorldWide’s reach to more clients in the United States whom we believe need that same expertise in the form of a mutual fund,” said Kristof Gleich, President and CIO at Harbor Capital Advisors. “As we also have this compelling strategy for retirement plans, we are delighted to round out this offering with an investment manager with whom we have been working at the highest level for clients since 1986,” Gleich continued.

“We’re excited to continue to add expertise in overseas investing to Harbor Capital’s strategic investment solutions,” said Bo Knudsen, CEO at C WorldWide. “Being part of their distribution ecosystem, we are excited to be able to provide more clients with our compelling, concentrated, and thematic long-term investment process.”

The active, concentrated Fund is focused on international companies with expected sustainable earnings growth to help drive compounded long-term wealth creation.

About Harbor Capital

Harbor Capital Advisors is an asset manager with an AUM of $50.1billion as of 12/31/2023 and is known for curating an intentionally select suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe to be the best and bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

About C WorldWide

C WorldWide Asset Management is a focused and independent asset manager based in Copenhagen, Denmark. Their objective is to deliver consistent, long term asset growth for their clients through active investments in listed equities on global stock exchanges.

Their combination of a distinct investment philosophy based on selective stock-picking and long-term global trends, coupled with a stable team of experienced portfolio managers, has since 1986, generated attractive long-term investment returns.

Important Information

All investments involve risk including the possible loss of principal.

There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.

The Subadviser considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors. ESG stands for Environmental, Social, and Governance investing. Environmental (“E”) factors may include metrics such as climate change and carbon emissions, air and water pollution, biodiversity, water scarcity, among others. Social (“S”) considerations center on human rights, labor standards, data protection and privacy, employee engagement, and more. Governance (“G”) metrics may include Board composition, executive compensation and incentives, bribery and corruption, and more. Investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and growth opportunities. The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, should not be considered investment advice or a recommendation to purchase a particular security.

Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

Free Cash Flow: Free cash flow represents the cash a company can generate after accounting for capital expenditures needed to maintain or maximize its asset base.

Returns on invested capital: a measure of a company’s profitability and efficiency in using its capital.

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