Investment Strategies

Harding Loevner offers five related equity investment strategies. Each strategy is managed according to the same fundamental investment philosophy, utilizing our centralized research platform and a consistent investment process.

Global Equity

This strategy seeks long-term capital appreciation through investments in equity securities of companies based both within and outside the United States. The strategy's investment universe includes both developed and emerging markets.

Overview  |  Current Thinking

International Equity

This strategy seeks long-term capital appreciation through investments in equity securities of companies based outside the United States. The investment universe includes both developed and emerging markets.

Overview  |  Current Thinking

International Small Companies

This strategy seeks long-term capital appreciation through investments in equity securities of small companies based outside the United States. Companies held in the portfolio must have market capitalizations below US $3 billion. The investment universe includes both developed and emerging markets.

Overview  |  Current Thinking

Emerging Markets

This strategy seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets.

Overview  |  Current Thinking

Frontier Emerging Markets

This strategy seeks long-term capital appreciation through investments in equity securities of companies based in frontier and smaller emerging markets. Due to the greater country-specific risk associated with these markets, the investment process includes a "top-down" country analysis component alongside our established bottom-up research process.

Overview  |  Current Thinking