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Tenure Analysis. Harding Loevner, an investment management firm, published its "Global Equity Fund" first quarter 2021 investor letter - a copy of which can be downloaded here. Portfolio Managers. See Harding Loevner Global Equity Port (HLGZX) mutual fund ratings from all the top fund analysts in one place. March, 2022. NAV. Edmund Bellord Portfolio Manager Through Harding Loevner Funds it offers six distinct global strategies based on its quality-and-growth investment philosophy. Harding Loevner, an investment management firm, published its "Global Small Companies Equity Fund" fourth quarter 2021 investor letter - a copy of which can be downloaded here. The Institutional Class has a lower expense ratio than the Advisor Class but requires a higher minimum investment. 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. Harding Loevner believes a diversified portfolio of high -quality, durable -growth companies purchased at reasonable prices . Our distinct strategies are available to institutions and individuals aroundthe world.Investing in quality-growth companies for the long term has been our exclusive focus since 1989. Harding Loevner Intl Small Coms Port. A brief summary - strong Buy, Buy, strong sell, sell or neutral signals for the Harding Loevner Global Equity Fund A Usd fund. Harding Loevner claims compliance with the Global Investment Performance Standards (GIPSĀ®). Harding Loevner Global Equity Fund A USD + Add to watchlist. MSCI AC World Small Cap Index USD. 1-YEAR. Webcast Slides Global Equity First Quarter 2022 Review. Please click here for Index Definitions. Global equity investing for institutions is Harding Loevner's exclusive focus. Menu icon A vertical stack of three evenly . Summary. The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. The following table, from the Plan Description, lists the investments in which the Harding Loevner Global Equity Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments. See Harding Loevner Global Equity Port performance, holdings, fees, risk and other . The value of investments and the income from them, and therefore the value of and income from Shares relating to each Fund can go down as well as up . Peter joined Harding Loevner in 1997 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Harding Loevner Global Equity Overview. Harding Loevner Global Equity Portfolio Advisor Cl: (MF: HLMGX) (NASDAQ Mutual Funds) As of Apr 20, 2022 08:00 PM ET. He is also an analyst of China, Industrials, and Utilities. Tenure Analysis. Jingyi Li is a cCo-Lead Portfolio Manager for the Global Equity strategy. Add to portfolio. . Co-lead managers Ferrill . HLMSX. Harding Loevner Intl Small Coms Port. c/o Northern Trust International Fund Administration Services (Ireland) Ltd. George's Court, 54 -62 Townsend Street Dublin 2, Ireland. 1-YEAR. Harding Loevner Global Equity Portfolio Institutional Class Ticker: HLMVX Gross expense ratio: 0.88% as of 02/28/2021 Objective: The investment seeks long-term capital appreciation. The Firm believes diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer superior risk-adjusted . A net return of 4.35% was . Feb 28, 2003. Harding Loevner International Fund. Harding Loevner International Fund; Insights; Russia, Risk, and Decision-Making. The Portfolio invests in foreign securities, which will involve greater volatility and political, economic, and currency risks and differences in accounting methods. See Harding Loevner Global Equity Port (HLMGX) mutual fund ratings from all the top fund analysts in one place. Harding Loevner Global Equity Fund A USD. A complete list of holdings at June 30, 2020 is availableon page 10 of this report. The Institutional Class Z has the lowest expense ratio of the available share classes but requires the highest minimum . Harding Loevner is an investment manager that invests primarily in publicly traded global equities. Among our Health Care . Close X Citywire - For Professional Investors Harding Loevner is a Delaware limited partnership. Harding Loevner International Equity has plenty of strengths. Global Small Companies Fund. In addition, U.S. equity charts can be configured to show real-time Cboe BZX prices. Stay up to date with the current NAV, star rating, asset allocation . . The mutual fund's three share classes and its separate account merit a Morningstar Analyst Rating of Silver. Portfolio Managers. Wenting Shen is a portfolio manager of the Chinese Equity strategy and a China analyst with over 12 years of industry experience. 1.37%. Harding Loevner Global Equity Portfolio Advisor Class Fund , HLMGX. Global Equity Fund | 1 Harding Loevner manages global equity portfolios. Find the latest performance data chart, historical data and news for Harding Loevner Global Equity Portfolio Institutional Class (HLMVX) at Nasdaq.com. Harding Loevner LP www.hardingloevner.com. She joined Harding Loevner in 2016. The firm was founded by global-investing experts in 1989. 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. Search Funds. Co-Lead Portfolio Manager. He is also an analyst of China, Industrials, and Utilities. We were founded in 1989 by former managers for the Rockefeller family. 1 14.74. Foreign Small/Mid Growth. Find the latest Harding Loevner Global Equity Portfolio Institutional Class Z (HLGZX) stock quote, history, news and other vital information to help you with your stock trading and investing. This foreign large-growth . REGISTER HERE. 0.56%. Mutual fund investing involves risk. Add to watchlist; Add to portfolio; Price (USD) 2.47; Today's Change-0.006 / -0.24%; 1 Year change-21.41%; Data delayed at least 15 minutes, as of May 12 2022. Harding Loevner serves a diverse global client base that includes foundations, endowments, pension plans, private family offices . The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of . Presenters. Harding Loevner LP is the investment manager of the Company. GLOBAL EQUITY 2020 Second Quarter eport 2020 Second Quarter Report | 1 Sector and geographic allocations are supplemental information only and complement the fully compliant . . 05/05/2022 12:00 AM NAV. Class A - US Dollar Calendar Year Performance. Stay up to date with the current NAV, star rating, asset allocation . . Management Company Harding Loevner LP Telephone 877-435-8105 Web Site www.hardingloevnerfunds.com Issuer Harding Loevner Category Description: World Large-Stock Growth World large-stock growth portfolios invest in a variety of international stocks and typically skew towards large caps that are more expensive or projected to grow faster than Harding, Loevner Funds, Inc. - International Equity Portfolio is an open-end equity mutual fund launched and managed by Harding Loevner LP. Harding Loevner Global Equity - The investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in global equities. Source: FactSet; Harding Loevner Global Equity Composite; MSCI Inc. and S&P. The total effect shown here may differ from the variance of the Composite performance and benchmark performance shown on the first page of this report due to the way in which FactSet calculates performance attribution. Source: FactSet; Harding Loevner Global Equity Composite; MSCI Inc. and S&P. The total effect shown here may differ from the variance of the Composite performance and benchmark performance shown on the first page of this report due to the way in which FactSet calculates performance attribution. Harding Loevner, an investment management firm, published its "Global Equity Fund" fourth quarter 2021 investor letter - a copy of which can be downloaded here.A net return of 4.35% was . She joined Harding Loevner in 2016 as an analyst after two years at Del Rey Global Investors. Harding Loevner Global Equity Overview. Find the latest Harding Loevner Global Equity Portfolio Institutional Class Z (HLGZX) stock quote, history, news and other vital information to help you with your stock trading and investing. 18.9%. Ferrill Roll, his co-manager on the $870 million Harding Loevner Global Equity fund (ticker: HLMGX), didn't agree. Harding Loevner LP is an investment adviser registered with the Securities and Exchange Commission. Harding, Loevner Funds, Inc. (the "Fund") is a no-load, open-end management investment company that currently has nine separate diversified portfolios including the Global Equity Research Portfolio and Emerging Markets Research Portfolio, whose Institutional Class shares are offered in this Prospectus (each, a "Portfolio," and . 04/25/2022 12:00 AM NAV. Portfolio Managers. World Large-Stock Growth. Global Small Companies Equity Fund. Results subsequent to 11/1/2001 were . 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. Peter Baughan, CFA. Asset Allocation Top Instruments Asset Allocation Top Sectors HLMVX: Harding Loevner Global Equity Portfolio Institutional Class - Class Information. 34.52-1.69-4.67%. 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. Harding Loevner Global Equity Fund A USD + Add to watchlist. She joined Harding Loevner in 2016. Actions. HARDING LOEVNER GLOBAL EQUITY RESEARCH PORTFOLIO INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata. investment, market cap and category. IE00B1WL5L32:USD. Get the latest Harding Loevner Global Equity Portfolio Advisor Class (HLMGX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading . A firm that claims compliance with the GIPS . 4.62. Harding Loevner - Transfer Agency . Our distinct strategies are available to institutions and individuals aroundthe world.Investing in quality-growth companies for the long term has been our exclusive focus since 1989. A quarterly . May 19, Thursday, 9:00 am AEST. Harding Loevner Global Equity Fund A USD. Harding Loevner Global Equity Portfolio. Peter joined Harding Loevner in 1997 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Tel: +353 1 434 5085. The Firm believes diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer superior risk-adjusted . Performance charts for Harding Loevner Global Equity Portfolio Fund (HLMVX) including intraday, historical and comparison charts, technical analysis and trend lines. The Global Equity Portfolio invests in high-quality, growing companies in and outside the United States. Prior to joining Harding Loevner, Peter worked with Rockefeller & Co. as Investment Analyst (in New York & London) and as Private Equity Manager (in Paris). Get the lastest Class Information for Harding Loevner Global Equity Portfolio Institutional Class from Zacks . We operate independently of Affiliated Managers Group. HLGZX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More Rankings and Tools. Our distinct strategies are available to institutions and individuals around the world. The Firm believes diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer superior risk-adjusted . The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Prior to Del Rey, Wenting worked at Fidelity Worldwide Investments and Goldman Sachs & Co. Peter Baughan, CFA As the US market runs out of steam, Harding Loevner's global equity PMs are looking in new directions to find growth plays capable of shoring up returns. past year, please contact Harding Loevner. Strategy: The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. and emerging markets equities. It seeks to purchase shares of growing, financially strong, well-managed companies at favorable prices. Investing in quality -growth companies for the long term has been our exclusive focus since 1989. and emerging markets equities. Harding Loevner LP's Global Equity ADR results prior to 10/31/2001 were calculated by the manager and reflect the performance of the global equity composite. Peter is the lead manager of the Pengana Harding Loevner International Fund and has over 30 years' experience as a portfolio manager and analyst. The investments of the Fund in securities are subject to normal market fluctuations and other risks inherent in investing in securities. Category Low Category High Category . Category Low Category High Category . Harding Loevner Global Equity Portfolio;Institutional advanced mutual fund charts by MarketWatch. It invests in public equity markets of global ex-US region. View the latest Harding Loevner Global Equity Portfolio;Advisor (HLMGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. NAV. . Following a disciplined investment process focused on collaborative yet accountable decision-making, analysts study global industries . 1.37%. Find our live Harding Loevner Global Equity Fund A Usd fund basic information. Its investment universe includes developed and emerging markets. 2-6.24-0.35. . Harding Loevner Global Equity Rsrch Port. 1Q22 Global Equity Quarterly Webcast. World Large-Stock Growth. . Invest in Harding Loevner Funds through your broker or adviser, or directly. He has also worked with Chase Manhattan Bank. Harding Loevner serves a diverse global client base that includes foundations, endowments, pension plans, private family offices . Analyze the Fund Harding Loevner Global Equity Portfolio Advisor Class having Symbol HLMGX for type mutual-funds and perform research on other mutual funds. You may toggle this setting on and off using the "Real-Time" check box at the top of . Jingyi Li is a cCo-Lead Portfolio Manager for the Global Equity strategy. Add to watchlist. See Harding Loevner Global Equity Port performance, holdings, fees, risk and other . 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harding loevner global equity