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Harding Loevner Global Equity Portfolio Institutional Class (HLMVX)

Fundos EUA

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41,22 +0,23 +0,56%

31/05 - Fechado. Moeda em USD ( Declaração de Riscos )

Tipo: Fundo

Mercado: E.U.A.

Emissor: Harding Loevner

Subjacente: MSCI ACWI Net USD

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 711,31M

Harding Loevner Global Equity Portfolio Institutional Class - Vista Geral

Nesta página encontrará um perfil aprofundado de Harding Loevner Global Equity Portfolio Institutional Class. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de HLMVX, e mais.

Categoria

World Large-Stock Growth

Ativos Totais

711,31M

Despesas

0,89%

Data de Início

40120

Informações de Contacto

Endereço 400 Crossings Blvd
Bridgewater,NJ 08807
United States

Telefone +1 8774358105

Web www.hardingloevnerfunds.com

Principais Executivos

Nome	Título	Desde	Até
Moon Surana	Portfolio Manager	2022	Agora
Biografia	Moon Surana, CFA has been a portfolio manager since 2015 and an analyst since 2009. As an analyst, she focuses on financials companies. Ms. Surana graduated from Manipal Institute of Technology in 2005 and received an MS in Financial Engineering from the University of Michigan in 2008. She joined Harding Loevner in 2009. Ms. Surana serves as a portfolio manager for the Global Equity Research Portfolio, International Equity Research Portfolio, and Emerging Markets Research Portfolio.
Jingyi Li	Portfolio Manager	2019	Agora
Biografia	Jingyi is the co-manager of the Pengana Harding Loevner International Fund and has wide experience in World and Chinese equity markets. Jingyi joined Harding Loevner in 2010 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Prior to joining Harding Loevner, Peter worked as manager of The Cathay Capital Group New China Capital Management, LLC. He has done MBA, Finance from Yale School of Management and BA (International Trade) from Shanghai Jiaotong University.
Richard Schmidt	CIO (Chief Investment Officer)	2015	Agora
Biografia	Mr. Richard Schmidt, is a Portfolio Manager of Harding Loevner’s portion of the Fund. Mr. Schmidt, Portfolio Manager, Analyst and Partner, has worked with Harding Loevner since 2011. Previous to his current position, Mr. Schmidt was Chief Investment Officer with Oranda Capital Management from 2007 to 2011. Mr. Schmidt also worked for JP Morgan Asset Management, Jardine Fleming Investment Management, Jardine Fleming Securities, BT Brokerage and Winfull, Laing & Cruickshank in various analytic roles. Mr. Schmidt received his BS in Foreign Services from Georgetown University in 1986.
Christopher Mack	Portfolio Manager	2014	Agora
Biografia	Chris Mack is a co-lead portfolio manager of the Global Small Companies Equity strategy, portfolio manager of the Global Equity strategy, and an Information Technology analyst. Chris has over 10 years of industry experience and began his career at Harding Loevner in 2004 as an investment assistant. In 2006, he became a research associate, and in 2008 he assumed analyst responsibilities. Chris was added to the portfolio management teams of the Global Equity and Global Small Companies Equity strategies in 2014 and 2018, respectively. Chris graduated from Lafayette College with a BA in Economics and Business and is a CFA® charterholder.
Peter J. Baughan	Co-Portfolio Manager	2003	Agora
Biografia	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.
Scott Crawshaw	Analyst	2018	2024
Biografia	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.
Ferrill D. Roll	Portfolio Manager	2001	2021
Biografia	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.
Alexander T. Walsh	First Vice President	2008	2017
Biografia	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.
Yang Xiang	President	2007	2008
Biografia	Yang Xiang, CFA, is primarily responsible for the day-to-day management of the Fund. Mr. Yang Xiang currently holds the title of President, Chief Compliance Officerand Chief Investment Officer with Plainsboro Global Capital Inc, which he has held since 2010. Previously, he was a portfolio manager and research analyst at Harding Loevner Management from 2000 to 2008. Yang graduated from Fudan University (Shanghai) in 1989 and received an MSBA in Finance and Business Economics from the University of Southern California in 1995. He is a CFA charterholder.
Daniel D. Harding	Founder, CIO	1996	2003
Biografia	Dan Harding is a co-founder of Harding Loevner (along with the firm’s current CEO David Loevner), and previously served as Chief Investment Officer and on the portfolio management team for the Global Equity and International Equity Portfolios. He retired from an active role at the firm in 2003, and served as a senior advisor until 2008, when he fully retired. Before co-founding Harding Loevner in 1989, Dan had served as Senior Investment Manager for Rockefeller & Co., commencing in 1978. He is a graduate of Colgate University (1974) in History and International Relations and is a CFA charterholder.

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Cotações Recentes

Nome	Custo	Variação	Var. %
Harding Loevner G.	41,22	+0,23	+0,56%
NIFP	1,82	0,00	0,00%
Fidelity Funds - .	4.176,000	+53,000	+1,29%
Granahan US Focus.	14,430	-0,160	-1,10%
HIKA	283,50	-0,80	-0,28%
127980	8.060,00	-40,00	-0,49%
BHLI	0,03	0,00	0,00%
AIRA	26,51	-1,11	-4,02%