Fundamental Analysis

Industrial Strength Growth Opportunities

The Industrials sector encompasses a wide range of businesses with unique growth prospects and challenges.

November 26, 2024
Portrait of Sean Contant, Analyst and Portfolio Manager at Harding Loevner.
Analyst and Portfolio Manager Sean Contant, CFA contributed research and viewpoints to this piece.

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The Industrials sector encompasses a wide range of businesses with unique growth prospects and challenges. From commercial aerospace and machinery to industrial distribution and the auto supply chain, companies within this sector operate in distinct competitive environments where scale, adaptability, and innovation are crucial for success. In this series, Harding Loevner Industrials Analyst and Global Portfolio Manager Sean Contant, CFA, discusses some of the key growth opportunities he sees in the sector. Using the Porter Five Forces framework —central to Harding Loevner’s investment strategy—Sean explains how select companies in certain industries within the sector are using their competitive strengths to address complex challenges, increase market share, and provide innovative solutions to meet customer demands. ∎

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