Press Room
Recent articles featuring Harding Loevner Funds include:
- "International Equity Portfolio Finds Growth, Quality Abroad"
Dow Jones Newswires, Christian Berthelsen, December 7, 2011
- - The Dow Jones Newswires highlights Harding Loevner International Equity Portfolio, Investor Class (HLMNX), which recently received a 5-star ranking from S&P Capital IQ. The fund's Co-Manager, Alec Walsh, describes his investment criteria as well as his top company picks in the Portfolio.
- "Big Cap Resurgence?"
Registered Rep, Stan Luxenberg, December 1, 2011
- - Registered Rep recommends Harding Loevner Global Equity (HLMGX) as a fund that "avoids big losses in downturns." The Portfolio Co-Manager, Peter Baughan, discusses why he believes Coach meets Harding Loevner's criteria for investment.
http://registeredrep.com/investing/equities/finance_big_cap_resurgence/
- - Registered Rep recommends Harding Loevner Global Equity (HLMGX) as a fund that "avoids big losses in downturns." The Portfolio Co-Manager, Peter Baughan, discusses why he believes Coach meets Harding Loevner's criteria for investment.
- "S&P Capital IQ Announces Gold, Silver and Bronze Recipients in the 2nd Annual US Mutual Fund Excellence Awards Program"
PR Newswire, October 17, 2011
- - This article announces the winners of S&P Capital IQ's second annual US Mutual Fund Excellence Awards. Harding Loevner International Equity is recognized as the gold-level award winner in the international equity category.
http://www.prnewswire.com/news-releases/sp-capital-iq-announces-gold-silver-and-bronze-recipients-in-2nd-annual-us-mutual-fund-excellence-awards-program-131977663.html
- - This article announces the winners of S&P Capital IQ's second annual US Mutual Fund Excellence Awards. Harding Loevner International Equity is recognized as the gold-level award winner in the international equity category.
- "A Severe Case of Portfolio Whiplash"
The New York Times, Conrad de Aenlle, July 9, 2011
- - Simon Hallett, Chief Investment Officer (CIO), comments that the markets' response to the momentous events of first quarter 2011-turmoil in the Middle East, the disasters in Japan, oil above $100 a barrel—was remarkably mild in his view. He also points out the challenge of investing in a time when government efforts to support markets are distorting prices worldwide.
http://www.nytimes.com/2011/07/10/business/mutfund/for-mutual-funds-another-volatile-quarter.html
- - Simon Hallett, Chief Investment Officer (CIO), comments that the markets' response to the momentous events of first quarter 2011-turmoil in the Middle East, the disasters in Japan, oil above $100 a barrel—was remarkably mild in his view. He also points out the challenge of investing in a time when government efforts to support markets are distorting prices worldwide.
- "Investing in Smaller Emerging Markets: China, India and Brazil Might Grab the Headlines, but Places like Peru are Popping Up on Investors' Radar."
Smart Money, Anna Prior, April 4, 2011
- - This article discusses the growing investor interest in smaller, lesser-known emerging markets such as Sri Lanka, and highlights the Frontier Emerging Markets Portfolio as a diversified vehicle for investing in these markets.
http://www.smartmoney.com/invest/stocks/investing-in-smaller-emerging-markets-1301675900584/
- - This article discusses the growing investor interest in smaller, lesser-known emerging markets such as Sri Lanka, and highlights the Frontier Emerging Markets Portfolio as a diversified vehicle for investing in these markets.
- "Off to the Races-Harding Loevner Global Equity Looks for Thoroughbred Businesses Around the World. Now They're Finding Them Closer to Home."
Financial Planning, Ilana Polyak, April 1, 2011
- - Co-Lead Portfolio Manager Peter Baughan is interviewed for this profile of the Global Equity Strategy. Topics include Harding Loevner's focus on high-quality, growing companies, the firm's bottom-up research process, and the importance of understanding industry structure when analyzing companies. Peter notes, "We can identify a thoroughbred business, but we believe they only operate in industry structures that allow it."
http://www.financial-planning.com/fp_issues/2011_4/off-to-the-races-2672147-1.html
- - Co-Lead Portfolio Manager Peter Baughan is interviewed for this profile of the Global Equity Strategy. Topics include Harding Loevner's focus on high-quality, growing companies, the firm's bottom-up research process, and the importance of understanding industry structure when analyzing companies. Peter notes, "We can identify a thoroughbred business, but we believe they only operate in industry structures that allow it."
- "Latin America Outlook Still Solid: Money managers say commodity purchases just grow at a slower pace"
Investor's Business Daily, Paul Katzeff, March 25, 2011
- - Craig Shaw, Emerging Markets Strategy Co-Lead Portfolio Manager, is quoted in this analysis of the potential impact upon Latin American countries of slower growth in China.
http://www.investors.com/NewsAndAnalysis/Article/567039/201103241642/Latin-America-Outlook-Still-Solid.htm
- - Craig Shaw, Emerging Markets Strategy Co-Lead Portfolio Manager, is quoted in this analysis of the potential impact upon Latin American countries of slower growth in China.
- "Emerging Markets Funds: Investors Running Scared"
TheStreet.com, Stan Luxenberg, March 1, 2011
- - Simon Hallett, CIO, comments on increasing the portfolio's exposure to growing markets in Asia and Latin America by investing in high-quality European companies with significant sales in these markets.
http://www.thestreet.com/story/11027286/1/emerging-market-funds-investors-running-scared.html
- - Simon Hallett, CIO, comments on increasing the portfolio's exposure to growing markets in Asia and Latin America by investing in high-quality European companies with significant sales in these markets.
- "3 Great Global Funds"
Kiplinger's Personal Finance, Andrew Tanzer, January 2011
- - The Global Equity Portfolio, Advisor Class (HLMGX) is featured in this article highlighting "three top no-load global stock funds."
http://www.kiplinger.com/columns/fundwatch/archive/3-great-global-funds.html
- - The Global Equity Portfolio, Advisor Class (HLMGX) is featured in this article highlighting "three top no-load global stock funds."
Recent media appearances featuring Harding Loevner include:
- "Going Global: 5-Star Global Outlook"
CNBC's Power Lunch, Sue Herera and Simon Hobbs (interviewers), August 30, 2011
- - Simon Hallett, CIO and Emerging Markets Strategy Portfolio Manager, discusses the characteristics of desirable companies in emerging market economies.
http://video.cnbc.com/gallery/?video=3000042434
- - Simon Hallett, CIO and Emerging Markets Strategy Portfolio Manager, discusses the characteristics of desirable companies in emerging market economies.
- "Global Market Turmoil, Investment Strategy, BRICS"
Bloomberg, Nikhil Hutheesing (interviewer), August 9, 2011
- - Simon Hallett, CIO, comments on Harding Loevner's long-term investment strategy and opportunities in high-quality companies.
http://www.bloomberg.com/video/73730106/
- - Simon Hallett, CIO, comments on Harding Loevner's long-term investment strategy and opportunities in high-quality companies.
While the fund is no-load, management and other expenses still apply. Please refer to the prospectus for further details.
For recent media coverage featuring the adviser, Harding Loevner LP, please click here.