In trying to make sense of this year’s breathtaking collapse in the share prices of growth stocks, it helps to understand that from policymakers’ perspective the value destruction (at least so far) has gone as planned.
Out of Our Minds
More perspectives from the Harding Loevner investment team, highlighting various other considerations beyond bottom-up fundamental research that inform the way we approach investing.
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures in our investment process?
What’s Driving China’s Regulatory Transformation
The country’s recent wave of changes may not be quite as unprecedented as it seems.
Culture Club
In finance as in sports, everybody agrees that a winning culture is paramount to success. But what is it exactly? And once you hit on one, how to ensure it sticks around?
From A to Xi: Regulatory Risk in China
Recent changes in the regulatory environment in China have sparked questions and discussions about the future of investing in the country, both in the wider world and inside Harding Loevner.
Stock Portfolios, Football Teams, and the Stories We Tell Ourselves about Each
At both a US-based investment firm and a forward-thinking club in the third tier of the English football leagues, an age-old battle rages anew.
Don’t Just Do Something—Stand There
Harding Loevner’s resident owner of an English soccer club reflects on what having a foot in both worlds has taught him about our collective bias toward action.
4 Sources of Edge for Active Managers
Having a structured process is still the key to enabling better investment decision-making.
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