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What smart money is saying about NaverSouth Korea flag

035420.KS · Communication Services · Internet Content & Information · Market cap $19.89B

3 funds in our archive have pitched Naver — most recently Harding Loevner Emerging Markets Equity in June 2026.

Company profile

NAVER Corporation, along with its subsidiaries, is a prominent provider of internet search and mobile messaging platform services, operating across South Korea, Japan, and internationally. Its consumer-facing offerings include the widely-used Naver search engine, featuring diverse content topic boards; the LINE mobile messaging application; Naver Clova, an integrated artificial intelligence platform; and Papago, an automated translation tool. Users can also access the WHALE web browser, Naver Map for navigation, and a range of entertainment platforms such as Webtoon for digital comics, SERIES for premium paid content, and the SNOW camera app. It also facilitates community interaction via BAND and offers audio shows through NOW within the NAVER app. For businesses, NAVER WORKS provides essential collaborative tools such as messaging, email, calendar, and drive functionality. The company further supports enterprises with IT and BIZ platforms, advertising services, and NAVER SQUARE. Creators benefit from platforms like NAVER Webtoon, NAVER Webnovel, NAVER AudioClip, Series, Premium Contents, VIBE, NAVER TV, NAVER Post, Grafolio, and support services such as the NAVER Influencer Center and Creator Advisor. Developers benefit from resources like NAVER D2 Startup Factory, DEVIEW, NAVER D2, NAVER Open Source, and a suite of APIs, including those for CLOVA Platform, NAVER Maps, Papago, and NAVER login. Additionally, NAVER Corporation holds interests in various other sectors, including cosmetics manufacturing, electronic financial services, film production and distribution, real estate rental, investment and information services, and the wholesale and retail of character-related products. Established in 1999 as NHN Corporation, NAVER Corporation maintains its headquarters in Seongnam-si, South Korea.

Fund coverage · 3 theses

  • Harding Loevner Emerging Markets Equity
    June 2026

    Naver is using an efficient AI model and a capital-light sovereign AI infrastructure strategy to reinforce its competitive position and expand into new markets.

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  • Harding Loevner International Equity
    June 2026

    Naver should benefit from AI investments across search, e-commerce, and cloud, with scale and product innovation supporting long-term earnings power.

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  • Artisan Sustainable Emerging Markets Strategy
    December 2025

    Naver Corp. is a leading Korean internet platform leveraging AI and a broad ecosystem to drive enhanced services and new enterprise revenue streams for long-term growth.

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