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  1. PepsiCo plans to deploy Agentforce platform while AI stocks benefit from Trump-era tariffs, and Harris Associates advises Oakmark Funds.

Harris | Oakmark Launches Concentrated U.S. Value ETF

1 report, 1 independent Updated Wed 00:00
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What happened

Some supportReported by 1 outlet

Harris | Oakmark announced the launch of the Oakmark U.S. Concentrated ETF (OAKL). This new fund employs a value investment philosophy to identify quality companies priced below the investment team's estimate of intrinsic value. The ETF is managed by Alex Fitch and Robert Bierig, and will typically hold 15 to 25 larger U.S. companies.

From prnewswire.com

Why it matters

Some supportBrind's analysis of the reports

The launch expands Harris | Oakmark's active ETF suite, joining existing offerings like the Oakmark U.S. Large Cap ETF (OAKM). The new fund combines value investing expertise with the benefits of an ETF structure, including transparency and intra-day liquidity.

PepsiCo plans to deploy Agentforce platform while AI stocks benefit from Trump-era tariffs, and Harris Associates advises Oakmark Funds.

From prnewswire.com

Who's involved

  • Alex FitchPortfolio Manager and Co-Chief Investment Officer for the new ETF

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PepsiCo plans to deploy Agentforce platform while AI stocks benefit from Trump-era tariffs, and Harris Associates advises Oakmark Funds.

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