Player FM uygulamasıyla çevrimdışı Player FM !
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
Manage episode 318070604 series 2581243
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks in the market also typically come from the growth space. This puts a premium on the ability to separate the winners from the losers for growth managers. Our guest this week has produced a very strong record of doing exactly that. We speak with Rick Schmidt, Partner and Portfolio Manager with Harding Loevner.
We discuss their process for selecting quality growth companies and the criteria they use within it. We also cover the impact of macro factors on growth investing, the current valuations in the growth space and the important attributes of good brands and management teams.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
FOLLOW OUR BLOG
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
265 bölüm
Manage episode 318070604 series 2581243
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks in the market also typically come from the growth space. This puts a premium on the ability to separate the winners from the losers for growth managers. Our guest this week has produced a very strong record of doing exactly that. We speak with Rick Schmidt, Partner and Portfolio Manager with Harding Loevner.
We discuss their process for selecting quality growth companies and the criteria they use within it. We also cover the impact of macro factors on growth investing, the current valuations in the growth space and the important attributes of good brands and management teams.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
FOLLOW OUR BLOG
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
265 bölüm
Tüm bölümler
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.