Harding Loevner Global Equity’s management team remains better than the norm after the expected departure of a long-time co-lead manager, and its other strengths remain intact. All its share classes retain their Morningstar Analyst Ratings of Bronze.
Will HLMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLMGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HLMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.