Portfolio Manager Update

January 2, 2018

Harding Loevner is making a few changes to the portfolio management teams of our International Equity, Global Equity, and Frontier Emerging Markets Equity strategies. No co-lead PM assignments are changing.

International Equity Strategy

  • Scott Crawshaw is joining the International Equity team as a PM. He will be responsible specifically for the EAFE Equity strategy, which is based on our International (non-US) Equity strategy but benchmarked to the developed market MSCI EAFE Index. In this role, Scott, in consultation with its co-lead PMs, will adapt the International Equity strategy to the requirements of the EAFE Equity strategy. Co-lead PM Alexander Walsh, CFA previously performed this function. Scott also serves as a PM on the Emerging Markets Equity strategy team.

    Scott joined Harding Loevner in 2014 having already spent 20 years in asset management, including 10 years at Russell Investments, where he was an analyst and senior PM of its Emerging Markets Equity Portfolio. Besides his PM roles, Scott is responsible for portfolio risk analysis.

  • With this addition, the International Equity strategy’s PM team comprises:

    • Ferrill Roll, CFA, co-lead;
    • Alexander Walsh, CFA, co-lead;
    • Scott Crawshaw;
    • Bryan Lloyd, CFA;
    • Patrick Todd, CFA; and
    • Andrew West, CFA.

Global Equity Strategy

  • Scott Crawshaw is also joining the Global Equity team as a PM responsible for the World Equity strategy, which is based on our Global Equity strategy but benchmarked to the developed market MSCI World Index. In this role, Scott, in consultation with its co-lead PMs, will adapt the Global Equity strategy to the requirements of the World Equity strategy. Co-lead PM Peter Baughan, CFA previously performed this function.

  • With this addition, the Global PM team comprises:

    • Peter Baughan, CFA, co-lead;
    • Ferrill Roll, CFA, co-lead;
    • Scott Crawshaw;
    • Christopher Mack, CFA; and
    • Richard Schmidt, CFA.

Frontier Emerging Markets Equity Strategy

  • Richard Schmidt, CFA is stepping down from the Frontier Emerging Markets Equity strategy team. Rick joined the team in 2012, assuming responsibility for top-down assessment of country risks. As external sources of country risk information have improved, this aspect of the strategy’s risk management has been assumed by the co-lead PMs. Rick remains a PM on the Global Equity and Emerging Markets Equity strategies and a consumer industries analyst.

  • The remaining members of the Frontier Emerging Markets Equity strategy PM team are:

    • Pradipta Chakrabortty, co-lead; and
    • Babatunde Ojo, CFA, co-lead.

If you have questions, please reach out to any of your Harding Loevner contacts or to info@hardingloevner.com.

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