OAKM: Actively Managed Value ETF Following A Questionable Strategy

Oakmark US Large Cap ETF is an actively managed large-cap value ETF led by three experienced investment professionals. Its expense ratio is 0.59%, and the fund has $1.08B in assets under management. OAKM trades at an attractive 13.42x forward earnings and 2.11x trailing book value. With double-digit EPS growth forecasted for next year, it could be an excellent GARP play. However, this analysis highlights how OAKM's selections also have weak earnings surprises, earnings revisions, and quality relative to its two benchmarks.

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OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.

Seeking Alpha • Feb 6, 2025

Explore the Valuation Gaps in the S&P 500

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Harris Associates L.P. Announces Launch of Oakmark U.S. Large Cap ETF

CHICAGO , Dec. 3, 2024 /PRNewswire/ -- Harris Associates L.P. (Harris|Oakmark), adviser to the Oakmark U.S. Large Cap ETF (NYSE: OAKM), and an affiliate of Natixis Investment Managers, announced the launch of OAKM.

PRNewsWire • Dec 3, 2024