LongADBEAug 2026
Adobe Inc.
Harding Loevner maintained exposure to software and services despite the industry's sell-off because it believed fears of AI-related disruption were underestimating the…
Harding Loevner LP Global Developed Markets Equity
Fundamental global developed-markets equity strategy focused on high-quality companies with durable competitive advantages and long-term growth.$800M AUM2 published ideas
Harding Loevner LP is a global equity investment manager founded in 1989. The Global Developed Markets Equity strategy applies its fundamental quality-growth philosophy across developed-market equities while maintaining diversification across industries and regions. The strategy is benchmarked primarily to the MSCI World Index.
Ideas from Harding Loevner LP Global Developed Markets Equity
LongACNAug 2026
Accenture plc
Harding Loevner maintained exposure to software and services because it believed AI-disruption concerns were overstating the threat to established companies with durable…
Letters covered
- Harding Loevner Global Developed Markets Equity Monthly Update August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.