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ITUB - Harding Loevner International Equity Fund Q1 2021 Report
Itau Unibanco Banco Holding SA American Depositary Shares
Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family.
The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets cooled on high-quality growing companies.
The sharp under-performance of high-quality stocks provided an attractive entry point for new positions in a major Chinese pharma firm and a consistently profitable Australian mining conglomerate.