突发资讯
劲爆优惠60% 0
🤑 一年一度!黑五4折钜惠限时抢购,机会不容错过!
手慢无
结束

Harding Loevner Global Equity Portfolio Advisor Class (0P00002WAF)

创建提醒
New!
创建提醒
网站
  • 作为提醒通知
  • 您需要登录至您的账户才能使用此功能
移动App
  • 您需要登录至您的账户才能使用此功能
  • 请确保以同样的用户个人资料登录

条件

提醒频率

一次
%

提醒频率

提醒频率

通知方式

状态

从投资组合添加/删除 添加至投资组合
添加至自选组合
添加头寸

头寸已成功添加至:

请给您的持仓投资组合命名
 
44.400 +0.080    +0.18%
27/11 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Harding Loevner
资产类别:  股票
  • 晨星评级:
  • 总资产: 25.61M
Harding Loevner Global Equity Portfolio Advisor Cl 44.400 +0.080 +0.18%

0P00002WAF概述

 
本页面提供Harding Loevner Global Equity Portfolio Advisor Class的详细介绍,帮助您了解0P00002WAF的高管、总资产、投资策略和联系方式等信息。
种类

World Large-Stock Growth

总资产

25.61M

费用

1.12%

开始日期

1996年11月29日

联络信息

地址 400 Crossings Blvd
Bridgewater,NJ 08807
United States
电话 +1 8774358105

高管

名称 标题 任期
Moon Surana Portfolio Manager 2022 now
背景介紹 Moon Surana, CFA has been a portfolio manager since 2015 and an analyst since 2009. As an analyst, she focuses on financials companies. Ms. Surana graduated from Manipal Institute of Technology in 2005 and received an MS in Financial Engineering from the University of Michigan in 2008. She joined Harding Loevner in 2009. Ms. Surana serves as a portfolio manager for the Global Equity Research Portfolio, International Equity Research Portfolio, and Emerging Markets Research Portfolio.
Jingyi Li Portfolio Manager 2019 now
背景介紹 Jingyi is the co-manager of the Pengana Harding Loevner International Fund and has wide experience in World and Chinese equity markets. Jingyi joined Harding Loevner in 2010 and is a Partner & Portfolio Manager, Global Equity (Co-Lead) & World Equity. Prior to joining Harding Loevner, Peter worked as manager of The Cathay Capital Group New China Capital Management, LLC. He has done MBA, Finance from Yale School of Management and BA (International Trade) from Shanghai Jiaotong University.
Richard Schmidt CIO (Chief Investment Officer) 2015 now
背景介紹 Mr. Richard Schmidt, is a Portfolio Manager of Harding Loevner’s portion of the Fund. Mr. Schmidt, Portfolio Manager, Analyst and Partner, has worked with Harding Loevner since 2011. Previous to his current position, Mr. Schmidt was Chief Investment Officer with Oranda Capital Management from 2007 to 2011. Mr. Schmidt also worked for JP Morgan Asset Management, Jardine Fleming Investment Management, Jardine Fleming Securities, BT Brokerage and Winfull, Laing & Cruickshank in various analytic roles. Mr. Schmidt received his BS in Foreign Services from Georgetown University in 1986.
Christopher Mack Portfolio Manager 2014 now
背景介紹 Chris Mack is a co-lead portfolio manager of the Global Small Companies Equity strategy, portfolio manager of the Global Equity strategy, and an Information Technology analyst. Chris has over 10 years of industry experience and began his career at Harding Loevner in 2004 as an investment assistant. In 2006, he became a research associate, and in 2008 he assumed analyst responsibilities. Chris was added to the portfolio management teams of the Global Equity and Global Small Companies Equity strategies in 2014 and 2018, respectively. Chris graduated from Lafayette College with a BA in Economics and Business and is a CFA® charter holder.
Peter J. Baughan Co-Portfolio Manager 2003 2024
背景介紹 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.
Scott Crawshaw Analyst 2018 2024
背景介紹 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.
Ferrill D. Roll Portfolio Manager 2001 2021
背景介紹 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.
Alexander T. Walsh First Vice President 2008 2017
背景介紹 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.
Yang Xiang President 2007 2008
背景介紹 Yang Xiang, CFA, is primarily responsible for the day-to-day management of the Fund. Mr. Yang Xiang currently holds the title of President, Chief Compliance Officerand Chief Investment Officer with Plainsboro Global Capital Inc, which he has held since 2010. Previously, he was a portfolio manager and research analyst at Harding Loevner Management from 2000 to 2008. Yang graduated from Fudan University (Shanghai) in 1989 and received an MSBA in Finance and Business Economics from the University of Southern California in 1995. He is a CFA charterholder.
Daniel D. Harding Founder, CIO 1996 2003
背景介紹 Dan Harding is a co-founder of Harding Loevner (along with the firm’s current CEO David Loevner), and previously served as Chief Investment Officer and on the portfolio management team for the Global Equity and International Equity Portfolios. He retired from an active role at the firm in 2003, and served as a senior advisor until 2008, when he fully retired. Before co-founding Harding Loevner in 1989, Dan had served as Senior Investment Manager for Rockefeller & Co., commencing in 1978. He is a graduate of Colgate University (1974) in History and International Relations and is a CFA charterholder.
评论指南

我们鼓励您使用评论,与用户沟通,共享您的观点并向作者及互相提问。 但是,为了获得有价值和期待的高水平评论,请注意以下标准:

  • 丰富对话
  • 保持关注及正确方向。 只发布与所讨论话题相关的材料。
  • 保持尊重。 即使是负面的意见,也可以用积极的外交辞令进行组织。
  • 用标准书写风格。 包括标点和大小写。
  • 注: 评论中如有垃圾和/或促销信息和链接都将被删除。
  • 避免亵渎、诽谤或人身攻击,对于作者或其他用户。
  • 仅允许中文评论。

垃圾邮件或滥发信息的肇事者都将被从网站删除并禁止以后进行注册,这由Investing.com自由决定。

0P00002WAF评论

写出您对于 Harding Loevner Global Equity Portfolio Advisor Class 的看法
 
确定删除此图表?
 
发布
 
用新图表更换现在所附的图表?
1000
由于有用户举报,您暂时无法发表评论。我们的编辑将对于您的状况进行审核。
请等待一分钟后再次发表评论
非常感谢您的评论!您的评论正在进行版主审核,可能需要一段时间才会发布在网站上。
 
确定删除此图表?
 
发布
 
用新图表更换现在所附的图表?
1000
由于有用户举报,您暂时无法发表评论。我们的编辑将对于您的状况进行审核。
请等待一分钟后再次发表评论
在评论中添加图表
确认屏蔽

确定屏蔽%USER_NAME%?

如果屏蔽,您和%USER_NAME%都无法看到相互在Investing.com上发布的信息。

%USER_NAME%已成功添加至屏蔽列表

由于您刚刚取消屏蔽此人,因此必须等待48小时才能重新屏蔽。

举报该评论

您举报该评论的原因为:

该评论已被标注

谢谢您!

您的举报将会被发送到管理员进行审核