Fund Inception | 05/11/1994 |
Name of Issuer | Harding Loevner |
Fund Advisor(s) | Harding Loevner LP |
Sub-Advisor(s) | -- |
Fund Managers for HLMIX
Ferrill Roll
Portfolio Manager since 10/31/2004
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.
Andrew West
Portfolio Manager since 06/30/2014
Andrew West is the manager of research, a portfolio manager of the International Equity, International Equity Research, Global Equity Research, and Emerging Markets Research strategies, and a Consumer Discretionary and Industrials analyst. As manager of research, Andrew is responsible for monitoring and supporting the quality and consistency of analyst output. He is a Partner of the firm and has over 25 years of industry experience. Prior to joining Harding Loevner in 2006, Andrew worked at Standard & Poor’s Equity Research, Veitia & Associates, and International Assets Advisory Corp. Andrew holds a BS in Business Administration/Finance from the University of Central Florida and an MBA in Finance and International Business from the New York University Leonard N. Stern School of Business. He is also a CFA® charterholder.
Patrick Todd
Portfolio Manager since 01/03/2017
Patrick Todd is a portfolio manager of the International Equity strategy and a Health Care and Real Estate analyst. Patrick joined Harding Loevner in 2012 and has over 11 years of industry experience. He previously worked at Gabelli & Company as a research analyst, Ironbound Capital as a research analyst, and Merrill Lynch Investment Managers as a portfolio specialist. Patrick holds a BA in Biochemical Sciences from Harvard University and an MBA in Applied Value Investing from Columbia Business School. He is also a CFA® charterholder.
Uday Cheruvu
Portfolio Manager since 01/31/2024
Uday Cheruvu, CFA
Portfolio Manager
International Equity
International Carbon Transition Equity
International Developed Markets Equity
Analyst, Information Technology & Communication Services
Joined Harding Loevner in 2020
Previous Experience
PM Capital, 2008–20
Investment Analyst – Global Equities/Portfolio Manager
Affinity Equity Partners, 2006–08
Associate
Credit Suisse, 2004–06
Analyst – Investment Banking
Commonwealth Bank Australia, 2003–04
Associate Analyst
Iress Market Technology, 2000–02
Software Developer
Education
University of Melbourne, BS, Engineering and Commerce, 2001
Macquarie University, Master of Applied Finance, 2005
Chartered Financial Analyst designation, 2014