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Harding Loevner


Harding Loevner is a registered investment adviser providing investment management services to nonprofit organizations, retirement plans, private clients, and the Harding Loevner Funds family of institutional mutual funds.

Harding Loevner offers a choice of three investment strategies. They share a common philosophy and investment process but draw from different universes of potential investments. Global Equity comprises companies based in the US and other urbanized markets, as well as established companies in emerging markets. Emerging Markets comprises equities of high-quality companies either based in emerging markets or whose activities are primarily located in those markets. International Equity comprises companies based outside the US in developed markets as well as established companies in emerging markets. 

The Harding Loevner Global Equity seeks long-term capital appreciation. It may invest up to 35 percent of assets in debt securities and short-term instruments. In addition, the fund may purchase up to 20 percent of assets in convertibles and debt obligations rated below investment-grade. It usually maintains investments in at least three countries, including the United States. The fund normally invests at least 65 percent of assets in common stocks and other equity-related securities issued by companies based both in and outside the United States.
 
The Harding Loevner Instl Emerging Markets invests in equity securities of companies that are based in emerging markets. The fund invests in common stock and preferred stock of companies based in at least 15 countries and may also invest in short-term or other debt securities, including debt securities rated below investment grade. It seeks to compose a portfolio of companies it deems to be well managed, financially strong, growing, competitive and under-priced relative to each company's intrinsic value.
 
The Harding Loevner International Equity and Harding Loevner International Equity Inv seek long-term capital appreciation. The fund usually invests at least 65 percent of assets in common stocks, closed-end investment companies, and rights and warrants issued by foreign companies. It may invest up to 20 percent of assets in noninvestment-grade convertibles and debt. The fund normally invests in securities denominated in at least three foreign currencies. Management uses a bottom-up approach to identify issuers with excellent long-term business prospects, and then chooses those that offer the most attractive absolute returns. It typically invests in issuers that it has analyzed for several years.
 
Overall Harding Loevner manages around 1 billion dollar of international and global assets.
 

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