Harding Loevner Emerging Markets Equity Q1 2025 Report
Source: SeekingAlpha
2025-05-21 10:00:00 ET
Summary
- China's economic policy pivot favors innovative private enterprises, supporting higher-quality growth and differentiating it from Japan's post-bubble stagnation.
- Recent market corrections in India created opportunities to add high-quality, attractively valued stocks like Supreme Industries and Bajaj Auto to the portfolio.
- Portfolio adjustments included trimming South African holdings and reallocating to higher-growth, better-valued African names such as Safaricom and Commercial International Bank.
- Despite underperforming the MSCI EM Index in Q1 2025, our focus remains on quality growth companies positioned to benefit from structural reforms and innovation in emerging markets.
Performance: Total Return (%) Periods Ended March 31, 2025
| 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
| HL Emerging Markets Equity (Gross) | 1.52 | 5.02 | -0.02 | 5.17 | 2.91 | 9.78 |
| HL Emerging Markets Equity ('net') | 1.31 | 4.09 | -0.90 | 4.24 | 2.01 | 8.87 |
| MSCI Emerging Markets Index | 3.01 | 8.65 | 1.90 | 8.38 | 4.11 | 7.83 |
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Harding Loevner Emerging Markets Equity Q1 2025 Report
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