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Harding Loevner International Equity Portfolio Institutional Class (HLMIX)
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26.66
-0.27
-1.00%
00:00:00 - Delayed Data. Currency in USD
Type:
Fund
Market:
United States
Issuer:
Harding Loevner
Underlying:
MSCI ACWI ex USA Net
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 10.29B
Harding Loevner International Eq Instl
26.66
-0.27
-1.00%
- Overview
- Profile
- Historical Data
- Holdings
Harding Loevner International Equity Portfolio Institutional Class Overview
On this page you'll find an in-depth profile of Harding Loevner International Equity Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HLMIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. It normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund normally holds investments across at least 15 countries.
Contact Information
Address
400 Crossings Blvd
Bridgewater,NJ 08807
United States
Bridgewater,NJ 08807
United States
Phone
+1 8774358105
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Uday Cheruvu | Analyst | 2024 | Now |
| Biography | Uday Cheruvu, CFA Portfolio Manager International Equity International Carbon Transition Equity International Developed Markets Equity Analyst, Information Technology & Communication Services Joined Harding Loevner in 2020 Previous Experience PM Capital, 2008–20 Investment Analyst – Global Equities/Portfolio Manager Affinity Equity Partners, 2006–08 Associate Credit Suisse, 2004–06 Analyst – Investment Banking Commonwealth Bank Australia, 2003–04 Associate Analyst Iress Market Technology, 2000–02 Software Developer Education University of Melbourne, BS, Engineering and Commerce, 2001 Macquarie University, Master of Applied Finance, 2005 Chartered Financial Analyst designation, 2014 | ||
| Patrick C. Todd | Partner | 2017 | Now |
| Biography | Patrick Todd is a portfolio manager of the International Equity strategy and a Health Care and Real Estate analyst. Patrick joined Harding Loevner in 2012 and has over 11 years of industry experience. He previously worked at Gabelli & Company as a research analyst, Ironbound Capital as a research analyst, and Merrill Lynch Investment Managers as a portfolio specialist. Patrick holds a BA in Biochemical Sciences from Harvard University and an MBA in Applied Value Investing from Columbia Business School. He is also a CFA® charterholder. | ||
| Andrew H. West | Manager | 2014 | Now |
| Biography | Andrew West is the manager of research, a portfolio manager of the International Equity, International Equity Research, Global Equity Research, and Emerging Markets Research strategies, and a Consumer Discretionary and Industrials analyst. As manager of research, Andrew is responsible for monitoring and supporting the quality and consistency of analyst output. He is a Partner of the firm and has over 25 years of industry experience. Prior to joining Harding Loevner in 2006, Andrew worked at Standard & Poor’s Equity Research, Veitia & Associates, and International Assets Advisory Corp. Andrew holds a BS in Business Administration/Finance from the University of Central Florida and an MBA in Finance and International Business from the New York University Leonard N. Stern School of Business. He is also a CFA® charterholder. | ||
| Ferrill D. Roll | Portfolio Manager | 2004 | Now |
| Biography | Ferrill Roll, CFA, has been a portfolio manager with Harding Loevner since 2001 and an analyst since 1996. He is a Co-Lead Portfolio Manager for the International Equity Fund. and a Financials analyst. He joined the firm in 1996 and is a Partner. Ferrill has extensive experience, including serving as general partner of Cesar Montemayor Capital, LP, a global investment partnership investing in fixed income, currency, and equity markets. Ferrill began his career at JP Morgan. He graduated from Stanford University (1980) with a degree in Economics and is a CFA Charterholder. | ||
| Maria Lernerman | Portfolio Manager | 2022 | 2024 |
| Biography | Maria Lernerman has been a portfolio manager since 2022 and an analyst since 2015. As an analyst, she focuses on consumer discretionary companies. Additionally, in her role as an ESG analyst, she has been overseeing Harding Loevner’s ESG research integration and stewardship efforts. Ms. Lernerman graduated from the University of Pennsylvania in 2003. She joined Harding Loevner in 2015. Ms. Lernerman serves as a portfolio manager for the International Equity Portfolio. Ms. Lernerman has held her position with the International Equity Portfolio since December 2022. | ||
| Babatunde Ojo | - | 2021 | 2024 |
| Biography | Babatunde (Tunde Babatunde Ojo is a co-lead portfolio manager of the Frontier Emerging Markets Equity strategy, portfolio manager of the International Equity strategy, and an analyst of frontier markets companies. He is a Partner of the firm. Prior to joining Harding Loevner, Tunde worked as an equity research analyst and portfolio manager at Asset & Resource Management Company in Nigeria and as a global research analyst intern at American Century Investments. He also previously served as an associate at PricewaterhouseCoopers and a banking officer at Intercontinental Bank in Nigeria. Tunde is a graduate of the University of Lagos with a BS in biochemistry, of Imperial College, University of London with an MSc in food chain management, and of the Wharton School of the University of Pennsylvania with an MBA in finance & management. He is also a CFA® charterholder. | ||
| Bryan C. Lloyd | Vice President | 2014 | 2024 |
| Biography | Bryan Lloyd is a portfolio manager of the International Equity strategy and a Financials analyst. He is a Partner of the firm and has over 21 years of industry experience. He joined Harding Loevner in 2011 after seven years at Calamos Asset Management. While at Calamos, Bryan served as vice president/senior analyst of financial services and prior to that held the position of research analyst. From 1999–2003, he worked at Credit Suisse First Boston as an associate in equity research. Earlier in his career, he served as a credit analyst at ABN AMRO Bank and as a financial analyst at M&T Bank. He is a graduate of Lafayette College with a BA in Mathematics and Economics and is a CFA® charterholder. | ||
| Scott Crawshaw | Analyst | 2018 | 2020 |
| Biography | Scott Crawshaw is a member of the PM team for the Emerging Markets Equity, International Equity & Global Equity strategies. He is also an Emerging Markets analyst. Scott joined the firm in 2014 & is a Partner. He has 22 yrs of experience in EM research & portfolio management, including 5 yrs at ISIS Asset Management where he served as an Emerging Markets Fund Manager until 2003. Prior to joining Harding Loevner, Scott served as an Emerging Markets Senior Portfolio Manager at Russell Investments. He graduated from The University of Bristol (1995) with a BSc in Mathematics. | ||
| Alexander T. Walsh | First Vice President | 2001 | 2020 |
| Biography | Alexander Walsh, CFA is a co-lead portfolio manager of the International Equity strategy and an analyst of the Health Care sector. Alec joined Harding Loevner in 1994 and is a Partner at the firm. From 1979 through 1982, he worked in money market trading and operations for J. Henry Schroder Bank & Trust Co., New York. He joined Merrill Lynch, New York in 1982 as an account executive. In 1987, Alec moved to Paine Webber, where he built an institutional equity clientele comprising Fortune 100 accounts and investment advisers. Promoted to First Vice President in 1992, he remained with the firm until joining Harding Loevner. Alec is a graduate of McGill University (1978) with a degree in North American Studies and is a CFA Charterholder. | ||
| Peter J. Baughan | Co-Portfolio Manager | 2004 | 2017 |
| Biography | Peter is the lead manager of the Pengana Harding Loevner International Fund and has over 30 years’ experience as a portfolio manager and analyst. Peter joined Harding Loevner in 1997 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Prior to joining Harding Loevner, Peter worked with Rockefeller & Co. as Investment Analyst (in New York & London) and as Private Equity Manager (in Paris). He has also worked with Chase Manhattan Bank. Peter is a CFA and has a BA (Political Science) from University of North Carolina, Chapel Hill. | ||
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