# Concentrated Value ETFs Harris | Oakmark Packs 15 to 25 Value Stocks Into a New Active ETF By Adam Harrie | Written with AI assistance | Published 2026-10-09 | Business Source: Trend Hunter, https://www.trendhunter.com/trends/concentrated-value-etfs References: [prnewswire](https://www.prnewswire.com/news-releases/harris--oakmark-continues-to-expand-active-etf-suite-targeting-us-value-opportunities-302901364.html)  Harris | Oakmark is expanding its active exchange-traded fund range with 'Oakmark U.S. Concentrated ETF' (OAKL), offering investors a more targeted way to access large-cap value through a 15-25-stock portfolio. The fund applies the firm's [bottom-up research](https://www.trendhunter.com/trends/bulls-eye-ai) to larger U.S. companies the team believes are trading below their intrinsic value. Managed by Alex Fitch and Robert Bierig, OAKL weights each holding more heavily than a broad equity fund, so individual stock picks can shape results more directly. Because it uses an exchange-traded fund structure, investors can trade shares during the day rather than waiting for mutual fund end-of-day pricing. The addition broadens Harris | Oakmark's [active ETF lineup](https://www.trendhunter.com/trends/etf-model), giving current clients a narrower option within the same value discipline. With about $106 billion under management across existing mutual funds and ETFs, the firm is bringing a [concentrated portfolio style](https://www.trendhunter.com/trends/longterm-pick) into a wrapper built for trading flexibility. Image Credit: Harris Associates LP ## Trend Insights (Trend Hunter) - Score: 4.0/10 - Popularity: 8% | Activity: 14% | Freshness: 99% - Audience gender: 50% men, 50% women - Primary generations: Millennial, Gen X - Top markets: North America ## Categories [Trend Hunter](https://www.trendhunter.com/trends) > [Business](https://www.trendhunter.com/business) > [Market](https://www.trendhunter.com/market) ## Key Themes ### What Makes This Trend Stand Out - **Concentrated Active Etfs:** Portfolio managers are packaging high-conviction stock selection into tradable ETF structures, creating room for differentiated products that blend active management with intraday liquidity. - **Large-cap Value Revival:** Renewed attention on undervalued established companies highlights opportunities for research-led strategies that stand apart from broad passive market exposure. - **ETF Wrapper Migration:** Traditional mutual fund strategies are increasingly shifting into ETF formats, signaling potential for legacy asset managers to modernize access, pricing, and distribution. ### Sectors Adopting This - **Asset Management:** Firms with established research capabilities can translate proprietary investment disciplines into focused ETF products that appeal to investors seeking precision exposure. - **Financial Technology:** Trading platforms and portfolio tools have an opening to support more nuanced active ETF analysis, monitoring, and execution for concentrated fund strategies. - **Wealth Management:** Advisors may incorporate narrower active ETFs into client portfolios, expanding the need for education, risk framing, and customized allocation models. ## Related on Trend Hunter - [Retail Venture Capital Funds](https://www.trendhunter.com/trends/Retail-venture-capital-funds.md) - [Niche Private Market Funds](https://www.trendhunter.com/trends/market-funds.md) - [Stock Analysis Platforms](https://www.trendhunter.com/trends/pocket-finance-hub.md) - [Secure AI Infrastructure](https://www.trendhunter.com/trends/secure-genai.md) - [Retail Venture Fund Offerings](https://www.trendhunter.com/trends/robinhood-ventures-fund-ii.md) - [Performance-Driven Golf Campaigns](https://www.trendhunter.com/trends/a-new-course-is-calling.md) - [Athlete-Inspired Eyewear Capsules](https://www.trendhunter.com/trends/players-collection.md)