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?

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The largest International Ethical LIC on the ASX. Targeting fully franked dividends, paid quarterly.

Pengana International Equities Limited (ASX: PIA)

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

Harding Loevner
International Fund

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