Chinese Equity

Offered since 2020, the Chinese Equity strategy invests in high-quality, growing companies domiciled primarily in China. Its benchmark is the MSCI China All Shares Index.

Strategy Overview

We invest in the shares of high-quality, growing businesses at reasonable prices, identified through our disciplined fundamental research process. Our approach is consistent with our Emerging Markets, International, and Global equity strategies, each of which have been investing in China for over 20 years.

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Mutual Funds

For US institutions and individuals


For non-US investors

Collective Investment Trusts

For retirement plans

Portfolio Managers

Composite Performance (%)

Returns are annualized for periods greater than one year.


The Composite performance shown is preliminary. For comparison purposes the Composite return is measured against the MSCI China All Shares USD Total Return Index (Gross). Harding Loevner LP is an investment adviser registered with the Securities and Exchange Commission. Harding Loevner is affiliated with Affiliated Managers Group, Inc. (NYSE: AMG), an investment holding company with stakes in a diverse group of boutique investment firms. Harding Loevner LP claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS® standards. Harding Loevner has been independently verified for the period November 1, 1989 through June 30, 2022. A firm that claims compliance with the GIPS® standards must establish policies and procedures for complying with all the applicable requirements of the GIPS® standards. Verification provides assurance on whether the firm’s policies and procedures related to composite maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS® standards and have been implemented on a firm-wide basis. The Chinese Equity Strategy was created on December 31, 2020 and the performance inception date is January 1, 2021. Performance data quoted represents past performance; past performance does not guarantee future results. Returns are presented both gross and net of management fees and include the reinvestment of all income. Net returns are calculated using actual fees. The US dollar is the currency used to express performance. Complete information on the construction and historical record of the Chinese Equity Composite is available here. The firm maintains a complete list and description of the composites, which is available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Largest holdings and sector and geographic weights are shown as supplemental information only and complement the fully compliant Chinese Equity Composite GIPS presentation.

The portfolio is actively managed therefore holdings shown may not be current. They should not be considered recommendations to buy or sell any security. It should not be assumed that investment in the securities identified has been or will be profitable. A complete list of holdings for this quarter is available here.

MSCI Inc. and S&P do not make any express or implied warranties or representations and shall have no liability whatsoever with respect to any GICS data contained herein.

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