Investment Discipline
Harding Loevner manages global and non-U.S. equity portfolios following a consistent philosophy focused on long-term investment in growing companies with high-quality fundamentals. The firm invests only in businesses that are skillfully managed, financially strong, and well-positioned for sustainable growth, and which benefit from competitive advantages in their industries. Portfolio holdings are researched and valued by a team of analysts using a disciplined process that combines in-depth study of individual companies and global analysis of their industries’ competitive structures. Harding Loevner believes well-diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer superior risk-adjusted returns over the long term.
The Firm
Founded in 1989, Harding Loevner offers eight investment strategies across global, international, and emerging markets equities. Harding Loevner serves a diverse global client base that includes foundations, endowments, pension plans, private family offices, sovereign wealth funds, and individuals.
Investment Strategies
- Global Equity
- Global Equity Research
- Emerging Markets Equity
- Emerging Markets Equity Research
- International Equity
- International Equity Research
- International Small Companies Equity
- Frontier Emerging Markets Equity
- Global Small Companies
Investment Vehicles
- Separate Accounts
- Dublin-based UCITS
- U.S. Mutual Funds
- Collective Investment Trusts
Assets Under Management
| ■ International Equity | 65% |
| ■ Global Equity | 25% |
| ■ Emerging Markets Equity | 8% |
| ■ International Small Companies Equity | 1% |
| ■ Frontier Emerging Markets Equity | <1% |
Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.