Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 800.548.4539 Investment Style Harding Loevner Global Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation. Large Mid Small Value Blend Growth Equity Objective Harding Loevner Global Equity Portfolio is categorized as Large-Blend. It invests in large-cap companies with medium risk. Morningstar Ratings Risk-adjusted returns as of 03/31/2026 Overall Rating (of 299) 3 Years (of 299) 5 Years (of 274) 10 Years (of 193) Category Global Large-Stock Growth Read Important Investment Disclosures Performance Performance Read Important Investment Disclosures Portfolio & Holdings Portfolio & Holdings About the Affiliate About Harding Loevner Harding Loevner manages global and non-U.S. equity portfolios following a consistent philosophy focused on long-term investment in growing companies with high-quality fundamentals. The Firm believes diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer potentially superior risk-adjusted returns over the long term. Learn More About Harding Loevner's Approach FOUNDED 1989 AMG AFFILIATE SINCE 2009 HEADQUARTERS Bridgewater, NJ Portfolio Managers Jingyi Li PORTFOLIO MANAGER Read full bio Richard Schmidt, CFA PORTFOLIO MANAGER Read full bio Sean Contant, CFA PORTFOLIO MANAGER Read full bio Moon Surana, CFA PORTFOLIO MANAGER Read full bio Jingyi Li PORTFOLIO MANAGER Jingyi Li is a co-lead portfolio manager for the Global Equity Strategy and an analyst of Chinese, and Industrials companies. He is a partner of the firm and has more than 20 years of industry experience. Prior to joining Harding Loevner in 2010, Jingyi worked at New China Capital Management, China International Economics Consultants, and Accenture. Jingyi holds a BA in International Trade from Shanghai Jiaotong University and an MBA in Finance from the Yale School of Management. Richard Schmidt, CFA PORTFOLIO MANAGER Richard Schimdt is a co-lead portfolio manager of the Global Equity Strategy and a Consumer Staples analyst. Rick joined Harding Loevner in 2011, is a partner of the firm and has over 30 years of experience in emerging markets research and portfolio management, including 15 years with Asian specialist Jardine Fleming and its corporate successor JP Morgan Asset Management, for which he served as managing director until 2005. Immediately prior to joining Harding Loevner, Rick served as chief investment officer at Oranda Capital Management. He began his career in Hong Kong with Winfull, Laing & Cruickshank, where he was a research analyst for two years before moving to BT Brokerage to serve as vice president. He graduated from Georgetown University with a BS in foreign service and is a CFA® charterholder. Sean Contant, CFA PORTFOLIO MANAGER Sean Contant is a member of the portfolio management team for the Global Equity strategy. He is also an Industrials analyst. Sean joined Harding Loevner in 2011 and is a partner of the firm, having previously served as an investment associate, a research associate, and an associate analyst. He graduated from the University of Massachusetts with a BBA in finance and operations management. He is also a CFA® charterholder. Moon Surana, CFA PORTFOLIO MANAGER Moon Surana is a portfolio manager for the Global Equity Strategy. She is a Financials and Information Technology analyst. Moon is a Partner of the firm. She has over 10 years of industry experience, having joined Harding Loevner as a research associate in 2009 and assumed analyst responsibilities in 2011. Prior to joining Harding Loevner, she worked as a software engineer at Infosys Technologies Limited. Moon is a graduate of the Manipal Institute of Technology with a BE in electronics & communications, and the University of Michigan with an MS in financial engineering. She is a CFA® charterholder. Investment Approach Investment Approach Harding Loevner Global Equity Portfolio The Global Equity Portfolio invests in high-quality, growing companies in and outside the United States. Its investment universe includes developed and emerging markets. Following a disciplined investment process focused on collaborative yet accountable decision-making, analysts study global industries to understand their competitive structures, assess the long-term risks and fair values of their constituent companies, and recommend those with high fundamental business quality and durable growth prospects. The Fund’s diversified portfolio is built from the bottom-up using Harding Loevner’s distinctive Co-Lead Manager structure, and seeks to realize superior risk-adjusted returns for clients. Mr. Peter Baughan, CFA and Mr. Ferrill Roll, CFA are the Co-Lead Portfolio Managers. Related products Other Products From Harding Loevner HLMOX Harding Loevner Frontier Emerging Markets Portfolio View Fund Details HLMEX Harding Loevner Institutional Emerging Markets Portfolio View Fund Details HLMNX Harding Loevner International Equity Portfolio View Fund Details HLMSX Harding Loevner International Small Companies Portfolio View Fund Details Harding Loevner Global Equity ADR Strategy View SMA Details Harding Loevner International Equity ADR Strategy View SMA Details Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS