By Soumya Eswaran
Publication Date: 2025-12-05 13:39:00
Harding Lövneran asset management company, has published its “Global Equity Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. The Fund achieved a gross return of 2.62% (net 2.52%) in the third quarter of 2025, compared to a return of 7.74% for the MSCI All Country World Index and a gain of 7.36% for the MSCI World Index. Year-to-date, the strategy is up 10.61% (net), compared to 18.86% and 17.83% for the indices. The company emphasized in the letter that the last six months represented one of the strongest periods of momentum in over 70 years. Year-to-date, high-momentum stocks have outperformed low-momentum stocks by a remarkable 45 percentage points, with much of the growth driven by advances in AI. Also, please check out the fund’s top five holdings to know the best picks in 2025.
In its third quarter 2025 investor letter, Harding Loevner Global Equity Strategy highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle…
