Harding Loevner LP - Global Equity Composite

Actively managed global equity strategy investing in US and non-US companies with a quality and long-term growth focus.$4B AUM8 published ideas

Harding Loevner Global Equity is a diversified global equity strategy benchmarked against the MSCI All Country World Index. The portfolio focuses on strong companies with competitive advantages and appealing long-term growth prospects rather than attempting to forecast short-term market movements.

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Ideas from Harding Loevner LP - Global Equity Composite

LongSLBAug 2026

SLB Limited

SLB was a portfolio holding and one of the stronger contributors during August. The company announced the acquisition of thermal management company Kelvion. The fund believes the…

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LongADBEAug 2026

Adobe Inc.

The portfolio maintained a small exposure to software and services because the fund believed the sell-off over AI disruption concerns underestimated the competitive advantages…

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LongACNAug 2026

Accenture plc

Accenture forms part of the fund's deliberately maintained exposure to software and services despite earlier concerns about AI-related disruption. The fund believes the sell-off…

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Long992.HKAug 2026

Lenovo Group Limited

Lenovo was a key contributor to the portfolio's relative performance within information technology. The company reported growth and margins materially above market expectations…

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