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Harding Loevner International Equity Portfolio Investor Class (HLMNX)

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26.42 -0.06    -0.23%
08/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI ex USA Net
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 230.39M
Harding Loevner International Eq Inv 26.42 -0.06 -0.23%

HLMNX Overview

 
On this page you'll find an in-depth profile of Harding Loevner International Equity Portfolio Investor Class. Learn about the key management, total assets, investment strategy and contact information of HLMNX among other information.
Category

Foreign Large Growth

Total Assets

230.39M

Expenses

1.14%

Inception Date

38625

Contact Information

Address 400 Crossings Blvd
Bridgewater,NJ 08807
United States
Phone +1 8774358105

Top Executives

Name Title Since Until
Maria Lernerman Portfolio Manager 2022 Now
Biography Maria Lernerman has been a portfolio manager since 2022 and an analyst since 2015. As an analyst, she focuses on consumer discretionary companies. Additionally, in her role as an ESG analyst, she has been overseeing Harding Loevner’s ESG research integration and stewardship efforts. Ms. Lernerman graduated from the University of Pennsylvania in 2003. She joined Harding Loevner in 2015. Ms. Lernerman serves as a portfolio manager for the International Equity Portfolio. Ms. Lernerman has held her position with the International Equity Portfolio since December 2022.
Babatunde Ojo - 2021 Now
Biography Babatunde (Tunde Babatunde Ojo is a co-lead portfolio manager of the Frontier Emerging Markets Equity strategy, portfolio manager of the International Equity strategy, and an analyst of frontier markets companies. He is a Partner of the firm. Prior to joining Harding Loevner, Tunde worked as an equity research analyst and portfolio manager at Asset & Resource Management Company in Nigeria and as a global research analyst intern at American Century Investments. He also previously served as an associate at PricewaterhouseCoopers and a banking officer at Intercontinental Bank in Nigeria. Tunde is a graduate of the University of Lagos with a BS in biochemistry, of Imperial College, University of London with an MSc in food chain management, and of the Wharton School of the University of Pennsylvania with an MBA in finance & management. He is also a CFA® charterholder.
Patrick C. Todd Partner 2017 Now
Biography Patrick Todd is a portfolio manager of the International Equity strategy and a Health Care and Real Estate analyst. Patrick joined Harding Loevner in 2012 and has over 11 years of industry experience. He previously worked at Gabelli & Company as a research analyst, Ironbound Capital as a research analyst, and Merrill Lynch Investment Managers as a portfolio specialist. Patrick holds a BA in Biochemical Sciences from Harvard University and an MBA in Applied Value Investing from Columbia Business School. He is also a CFA® charterholder.
Bryan C. Lloyd Vice President 2014 Now
Biography Bryan Lloyd is a portfolio manager of the International Equity strategy and a Financials analyst. He is a Partner of the firm and has over 21 years of industry experience. He joined Harding Loevner in 2011 after seven years at Calamos Asset Management. While at Calamos, Bryan served as vice president/senior analyst of financial services and prior to that held the position of research analyst. From 1999–2003, he worked at Credit Suisse First Boston as an associate in equity research. Earlier in his career, he served as a credit analyst at ABN AMRO Bank and as a financial analyst at M&T Bank. He is a graduate of Lafayette College with a BA in Mathematics and Economics and is a CFA® charterholder.
Andrew H. West Manager 2014 Now
Biography Andrew West is the manager of research, a portfolio manager of the International Equity, International Equity Research, Global Equity Research, and Emerging Markets Research strategies, and a Consumer Discretionary and Industrials analyst. As manager of research, Andrew is responsible for monitoring and supporting the quality and consistency of analyst output. He is a Partner of the firm and has over 25 years of industry experience. Prior to joining Harding Loevner in 2006, Andrew worked at Standard & Poor’s Equity Research, Veitia & Associates, and International Assets Advisory Corp. Andrew holds a BS in Business Administration/Finance from the University of Central Florida and an MBA in Finance and International Business from the New York University Leonard N. Stern School of Business. He is also a CFA® charterholder.
Ferrill D. Roll Portfolio Manager 2004 Now
Biography Ferrill Roll, CFA, has been a portfolio manager with Harding Loevner since 2001 and an analyst since 1996. He is a Co-Lead Portfolio Manager for the International Equity Fund. and a Financials analyst. He joined the firm in 1996 and is a Partner. Ferrill has extensive experience, including serving as general partner of Cesar Montemayor Capital, LP, a global investment partnership investing in fixed income, currency, and equity markets. Ferrill began his career at JP Morgan. He graduated from Stanford University (1980) with a degree in Economics and is a CFA Charterholder.
Scott Crawshaw Analyst 2018 2020
Biography Scott Crawshaw is a member of the PM team for the Emerging Markets Equity, International Equity & Global Equity strategies. He is also an Emerging Markets analyst. Scott joined the firm in 2014 & is a Partner. He has 22 yrs of experience in EM research & portfolio management, including 5 yrs at ISIS Asset Management where he served as an Emerging Markets Fund Manager until 2003. Prior to joining Harding Loevner, Scott served as an Emerging Markets Senior Portfolio Manager at Russell Investments. He graduated from The University of Bristol (1995) with a BSc in Mathematics.
Alexander T. Walsh First Vice President 2001 2020
Biography Alexander Walsh, CFA is a co-lead portfolio manager of the International Equity strategy and an analyst of the Health Care sector. Alec joined Harding Loevner in 1994 and is a Partner at the firm. From 1979 through 1982, he worked in money market trading and operations for J. Henry Schroder Bank & Trust Co., New York. He joined Merrill Lynch, New York in 1982 as an account executive. In 1987, Alec moved to Paine Webber, where he built an institutional equity clientele comprising Fortune 100 accounts and investment advisers. Promoted to First Vice President in 1992, he remained with the firm until joining Harding Loevner. Alec is a graduate of McGill University (1978) with a degree in North American Studies and is a CFA Charterholder.
Peter J. Baughan Co-Portfolio Manager 2004 2017
Biography Peter is the lead manager of the Pengana Harding Loevner International Fund and has over 30 years’ experience as a portfolio manager and analyst. Peter joined Harding Loevner in 1997 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Prior to joining Harding Loevner, Peter worked with Rockefeller & Co. as Investment Analyst (in New York & London) and as Private Equity Manager (in Paris). He has also worked with Chase Manhattan Bank. Peter is a CFA and has a BA (Political Science) from University of North Carolina, Chapel Hill.
Simon Hallett Vice Chairman 1994 2011
Biography Simon Hallett, CFA Vice Chairman Partner Joined Harding Loevner in 1991 PREVIOUS EXPERIENCE Jardine Fleming Investment Management, 1984–90 ƒ Director/Investment Manager, Hong Kong Kleinwort Benson Ltd., 1982–84 ƒ Investment Manager, Hong Kong Dominion Securities, 1981–82 ƒ Account Executive, Hong Kong Buckmaster & Moore, 1979–80 ƒ Assistant Investment Manager, London EDUCATION Oxford University, BA, Philosophy, Politics, Economics, 1978 Chartered Financial Analyst, 1997
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