At Harding Loevner, we believe the best investment decisions are informed by firsthand research, direct conversations with managers and engineering teams, and understanding how industries evolve in real time. That’s why Portfolio Manager and Communication Services Analyst Uday Cheruvu, CFA, recently traveled across Western Europe to attend a series of events including the Semicon Europa trade show and the Morgan Stanley Technology, Media, and Telecom conference. Over two weeks, he engaged with industry executives, engineers, suppliers, and other experts to gain deeper insight into how innovative companies differentiate their products.
From learning how SAP’s software is perceived by its IT-services partners, to seeing the unique technology that forms Keyence’s competitive advantage in automation, Uday shares his key takeaways from the trip. ∎