Harding Loevner Global Equity Strategy’s Views on Oracle (ORCL)

2 weeks ago 7

Soumya Eswaran

Fri, December 5, 2025 astatine 7:39 AM CST 4 min read

Harding Loevner, an plus absorption company, released its “Global Equity Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.62% gross (2.52% net) successful the 3rd 4th of 2025, compared to a 7.74% instrumentality for the MSCI All Country World Index and 7.36% summation for the MSCI World Index. YTD, the strategy roseate 10.61% (net) compared to 18.86% and 17.83% for the indexes. The steadfast highlighted successful the missive that the past six months represented 1 of the strongest momentum phases successful implicit 70 years. Since the opening of the year, high-momentum stocks person outperformed low-momentum stocks by a singular 45 percent points, with overmuch of the maturation driven by advancements successful AI. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harding Loevner Global Equity Strategy highlighted stocks specified arsenic Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments. The one-month instrumentality of Oracle Corporation (NYSE:ORCL) was -10.42%, and its shares gained 11.81% of their worth implicit the past 52 weeks. On December 04, 2025, Oracle Corporation (NYSE:ORCL) banal closed astatine $214.33 per share, with a marketplace capitalization of $611.01 billion.

Harding Loevner Global Equity Strategy stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its 3rd 4th 2025 capitalist letter:

"Al, successful our view, is simply a existent secular alteration that is going to reshape Industries. But it besides represents a wide root of uncertainty successful today's markets. Its interaction could beryllium incremental oregon profoundly disruptive, and that breadth of possibilities leaves humanities institution fundamentals arsenic a little reliable usher to semipermanent aboriginal value. Markets person alternatively leaned connected narratives, rewarding companies perceived arsenic cardinal to the buildout of Al and penalizing those that don't acceptable the story. Oracle Corporation (NYSE:ORCL), a banal we don't hold, and The Tradesk, 1 that we do, item the divergence.