MutualFundWire.com: Gleich Celebrates a Key Milestone For a $507MM-AUM Fund

MutualFundWire.com

The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication

Thursday, September 25, 2025

Gleich Celebrates a Key Milestone For a $507MM-AUM Fund

Kristof Gleich and his $65-billion-AUM*, multi-manager fund firm are celebrating the leather anniversary of a U.S. fund that was the beginning of a partnership with a 39-year-old firm in Denmark.

Kristof Marius Gleich
Harbor Capital Advisors, Inc.
President, Chief Investment Officer

Earlier this month, Gleich, president and chief investment officer of Harbor Capital Advisors [profile], highlighted the recent third birthday of the Harbor International Compounders ETF [OSEA on the NYSE Arca, Inc.]. Chicago-based Harbor Capital Advisors, Inc. serves as investment advisor to the active ETF, while Copenhagen-based C Worldwide Asset Management Fondsmaeglerselskab A/S serves as subadvisor.

This OSEA milestone presents a marketing and distribution opportunity for the Harbor team, as many advisors, consultants, and investment screening systems will automatically ignore any fund without at least a three-year track record.

OSEA's inception date was September 7, 2022 (so its third anniversary was September 7, 2025), and as of today it has grown to about $506.928 million in AUM. The fund comes with an expense ratio of 55 basis points.

Since debuting three years ago, OSEA has been powered by the same, four-person PM team from C Worldwide. Those portfolio managers include:

Bo Knudsen, CEO;

Mattias Kolm, PM;

Peter O'Reilly, PM; and

Bent Seger, PM.

Gleich praises C Worldwide's "long-term thematic 30-stock concentrated portfolio."

"We partnered with C WorldWide to help bring a long-term active manager from Copenhagen to intermediaries in the U.S., and we are just getting started," Gleich states. "Despite the fact that quality has significantly underperformed broader markets over the past 18 months, or perhaps, because of; I maintain the view that longer-term clients could be positioned for potential rewards."

OSEA is an actively managed, non-diversified series of Harbor ETF Trust. The three-year-old ETF's other service providers include:

Ernst & Young LLP as independent accounting firm;

ACA's Foreside Fund Services, LLC as distributor; and

State Street Bank and Trust Company as custodian, dividend disbursing agent, securities lending agent, and transfer agent.