Harding Loevner

HL Global Equity ADR

Global Mega-cap

Jun 2026 → Jul 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Harding Loevner for every strategy.

What it bought and sold

  • AddedSchneider ElectricJun 2026
    Schneider Electric, a French manufacturer of energy- management and automation equipment, posted 11% year-over-year quarterly sales growth amid robust demand for products to support data centers and electric grids.
  • AddedASMLJun 2026
    In the EMU, Infineon, ASML, and Schneider Electric were positive contributors.
  • In the EMU, Infineon, ASML, and Schneider Electric were positive contributors.

Also held

Its investment theses

Every letter