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Podcast: Excess Returns
Episode: A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
Description: 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.Â
We discuss their process for selecting quality growth companies and the criteria they use w...