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Harding Loevner Global Equity Inst HLMVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Harding Loevner Investment Hub

Morningstar’s Analysis HLMVX

Will HLMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLMVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HLMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HLMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Harding Loevner Global Equity’s Team Will Remain Able After a Coming Transition; Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Harding Loevener recently announced that one of the co-lead managers of Harding Loevner Global Equity, Peter Baughan, will retire at the end of 2024 and that current comanager Richard Schmidt will take over Baughan's role on Oct. 1, 2024.

by William Samuel Rocco
Published on

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