Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 877.435.8105 Investment Style Harding Loevner International Small Companies Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation. Large Mid Small Value Blend Growth Equity Objective Harding Loevner International Small Companies Portfolio is categorized as Mid-Blend. It invests in medium-cap companies with medium risk. Morningstar Ratings Risk-adjusted returns as of 03/31/2026 Overall Rating (of 108) 3 Years (of 108) 5 Years (of 97) 10 Years (of 83) Category Foreign Small/Mid 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 Jafar Rizvi, CFA PORTFOLIO MANAGER Read full bio Anix Vyas, CFA PORTFOLIO MANAGER Read full bio Samuel Hosseini, CFA PORTFOLIO MANAGER Read full bio Jafar Rizvi, CFA PORTFOLIO MANAGER Jafar Rizvi is the co-lead portfolio manager for the International Small Companies Equity strategy and an Information Technology and small companies analyst. Jafar is a partner of the firm and has over 25 years of experience. Before joining Harding Loevner in 2008, he was a senior analyst at Cohen, Klingenstein & Marks, where he also followed the Information Technology and Telecom Services sectors. He previously worked as an analyst at Franklin Templeton, Sands Brothers & Co., and Deutsche Bank. Jafar is a graduate of Aligarh University with a BA in Economics, J Nehru University with an MA in Economics, Baruch College with an MBA in Computer Information Systems, and Columbia University with an MPA in International Economic Policy and Management. He is also a CFA® charterholder. Anix Vyas, CFA PORTFOLIO MANAGER Anix Vyas is a co-lead portfolio manager for the International Small Companies Equity strategy and an Industrials and Materials analyst. He is also a portfolio manager on Global Small Companies Equity. He is a partner of the firm and has over 20 years of industry experience. Prior to joining Harding Loevner in 2013, he served as an equity analyst at GAMCO Investors, formerly Gabelli Asset Management Company. He previously worked at Amerigas as Manager of Operations and Corporate Development and as an accountant at Bear, Stearns & Company and The Mony Group. Anix holds a BS/BA in Finance and Accounting and an MBA in Finance from The Wharton School at the University of Pennsylvania. He is also a CFA® charterholder. Samuel Hosseini, CFA PORTFOLIO MANAGER Samuel Hosseini is a member of the portfolio management team for the International Small Companies Equity strategy. He is also a Health Care and Consumer Discretionary analyst. Samuel joined Harding Loevner in 2017 and previously served as a research associate and an associate analyst. Samuel has over a decade of industry experience; before joining Harding Loevner, he worked in Health Care equity research at Canaccord Genuity and served in executive, senior associate, and associate positions at Ernst & Young LLP. He graduated from Imperial College London with a BS in biology with management. He is a CFA charterholder and an Associate Chartered Accountant. Investment Approach Investment Approach Harding Loevner International Small Companies Portfolio The International Small Companies Portfolio invests in high-quality, growing companies with modest market capitalization outside of 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, and seeks to realize superior risk-adjusted returns. Mr. Jafar Rizvi, CFA and Mr. Anix Vyas, CFA are the Co-Lead Portfolio Managers. 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