Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Harding Loevner Emerging Markets Advisor  HLEMX
Release date as of 2019-11-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2019-02-28  
Maximum Sales Fees
Maximum Sales Charge ---
Maximum Fees
Administrative ---
Management 1.15%
12b-1 ---
Actual Fees
12b-1 ---
Management 1.12%
Prospectus Net Expense Ratio 1.40%
Total Annual Operating Expense 1.40%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1998-11-09
Mngr Name Scott Crawshaw
Mngr Start Date 2014-06-30
Biography
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.
Mngr Name Craig Shaw
Mngr Start Date 2006-12-29
Biography
Mr. Craig Shaw, is a Co-lead Portfolio Manager of Harding Loevner’s portion of the Fund. Mr. Shaw, Portfolio Manager, Analyst and Partner, has worked for Harding Loevner since 2001. Previous to his current position, Mr. Shaw was a Consultant in the capital markets and accounting areas from 1999 to 2000 and a Security Analyst with ABN AMRO Securities from 1996 to 1997. Mr. Shaw also worked for Barclays de Zoete Wedd, Credit Lyonnais Securities Asia and Parker Drilling Company in various analytic roles. Mr. Shaw received his BA in Business Administration from Concordia College in 1986 and MIM from American Graduate School of International Management (Thunderbird) in 1989.
Mngr Name Pradipta Chakrabortty
Mngr Start Date 2015-01-31
Biography
Pradipta Chakrabortty has been a portfolio manager and an analyst since 2008. As an analyst, he focuses on frontier emerging market companies. Mr. Chakrabortty graduated from BIRLA Institute of Technology & Science (Pilani, India) in 1994, received an MBA in Finance and Marketing from XLRI School of Management (Jamshedpur, India) in 1998, and received an MBA in Finance from University of Pennsylvania, the Wharton School, in 2008. He joined Harding Loevner in 2008. Mr. Chakrabortty serves as a co-lead portfolio manager for the Frontier Emerging Markets Portfolio and as a portfolio manager for the Institutional Emerging Markets Portfolio and Emerging Markets Portfolio.
Mngr Name Richard Schmidt
Mngr Start Date 2011-12-31
Biography
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.
Mngr Name G. Rusty Johnson
Mngr Start Date 1998-11-09
Biography
G. Rusty Johnson, CFA has been a portfolio manager since 1998, and an analyst since 1994. As an analyst, he focuses on emerging markets companies. He graduated from Washington and Lee University in 1986. He also studied at Fu Jen University in Taiwan and Chinese University in Hong Kong. Mr. Johnson joined Harding Loevner in 1994. Mr. Johnson serves as a portfolio manager for the Institutional Emerging Markets Portfolio and Emerging Markets Portfolio.
Investment Advisor(s)
Harding Loevner LP
Web Site
www.hardingloevnerfunds.com
Issuer
Harding Loevner
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