An Advisor’s Guide to High-Performing Compounders

Companies that are high-performing compounders are scarce. Though you can have exposure to those types of firms in the U.S., an international approach could be a well-constructed diversifier for your portfolio.

Join the experts at Harbor Capital and VettaFi as they discuss an exciting strategy that aims to identify the top 30 companies overseas, positioned for long-term returns.

September 26, 2023
10am PT | 1pm ET
1 CE Credit
Already Registered? Click here »


Topics will include:

  • An overview of how an active, international approach has the potential to single out companies with secular tailwinds, long growth runways, and cashflow generation.
  • The diversity advantages of seeking international exposures in high-quality businesses.
  • Why high-performing compounders are rare and what they can do for your portfolio.

Pending acceptance for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Peter O’Reilly

Portfolio Manager
C WorldWide Asset Management

Paul Herbert, CFA, CAIA

Managing Director
Harbor Capital Advisors

Todd Rosenbluth

Head of Research

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Important Disclosures

For Institutional Use Only – Not for Distribution to the Public

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.

OSEA Risks: 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 Subadvisor 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.

Diversification does not assure a profit or protect against loss in a declining market.

Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.

The views expressed herein are those of the investment professionals at the time the comments were made. They may not be reflective of their current opinions, are subject to change without prior notice, and should not be considered investment advice.

C WorldWide is a third-party subadvisor to the Harbor International Compounders ETF.

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.