Pengana International Equities LimitedHarding Loevner International FundInsights 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 Are Investors Missing the Real AI Opportunity? July, 2026 Pengana’s Weinbren on journey to $4bn AUM milestone July, 2026 Market Outlook and Strategy Insights at SuperReturn International 2026 July, 2026 Get monthly updates Insights & commentary from professional investment managers. Subscribe Now connect with US
