Harding Loevner International FundPengana International Equities LimitedInsights An interview with Ray Vars Investment Specialist – Harding Loevner October, 2022 0:20 Tell us a bit about how Harding Loevner manage money 0:47 What is Harding Loevner's competitive advantage / Point of differentiation? 1:41 The strategy has a 33 year track record and has traditionally outperformed in tougher market environments - what's going on this time? 2:38 Inflation is tough for growth managers, what’s your outlook? 3:43 There is lots of talk of a "hard landing" - how do you think the strategy will fare in a recession. 4:47 Can you give us a few examples of portfolio holdings that have sold off, but remain great investments? 6:51 What is the key message for investors with a medium-term time horizon? Get monthly insights and market commentary direct to your inbox Learn more The largest International ethically screened LIC on the ASX. Targeting fully franked dividends, paid quarterly. Pengana International Equities Limited (ASX: PIA) An International Fund targeting superior risk-adjusted returns through investing in high-quality and durable growing companies at reasonable prices. Harding Loevner International Fund Latest Insights Nehemiah Richardson joins Sunrise on Channel 7 to answer: “What do I do with my money?” March, 2026 The next constraint on AI is not just energy – it’s also water March, 2026 What the H1 2026 Reporting Season Revealed for the AREIT Sector March, 2026 Get monthly updates Insights & commentary from professional investment managers. Subscribe Now connect with US
