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…
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 AUM4 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.
Ideas from Harding Loevner LP - Global Equity Composite
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…
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…
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…
Letters covered
- Global Equity August 2026 Monthly UpdateAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.