Morningstar - Q3 2021 - 72

Investors
Finding Value Overseas
After a runup in U.S. markets, investors
are going abroad.
Undiscovered Manager
78 A Clear Vision
Sector Rap
82 Bank Boom
User Profile
86
Coaching Confidence
Andrew Daniels
MORNINGSTAR CONVERSATION
Fund investors in the U.S. are turning to
foreign markets, with flows into international
equity funds rivaling those into domestic
in recent months. (See Fund Flows Spotlight, Page
95.) For insight into opportunities abroad,
we brought together three Morningstar Medalist
fund managers with different areas
of expertise.
Pradipta Chakrabortty of Harding Loevner
invests in well-managed companies with strong
competitive advantages, growth, and balance
sheets at Harding Loevner Emerging Markets
HLEMX, Frontier Emerging Markets HLFMX,
and Chinese Equity HLMCX. Elizabeth Desmond,
founding partner at Mondrian Investment
Partners, invests in developed markets at
Mondrian International Value Equity MPIEX with
a valuation-driven strategy using a dividend
discount model with a long-term time
horizon. Finally, Fidelity veteran Jed Weiss has
Pradipta Chakrabortty, partner and portfolio
manager at Harding Loevner.
Elizabeth Desmond, chief investment
officer of international equities at Mondrian
Investment Partners.
Jed Weiss, portfolio manager at
Fidelity Investments.
72
Morningstar Q3 2021

https://www.morningstar.com/authors/1974/andrew-daniels

Morningstar - Q3 2021

Table of Contents for the Digital Edition of Morningstar - Q3 2021

Contents
Morningstar - Q3 2021 - Cover1
Morningstar - Q3 2021 - Cover2
Morningstar - Q3 2021 - 1
Morningstar - Q3 2021 - 2
Morningstar - Q3 2021 - Contents
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Morningstar - Q3 2021 - Cover3
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
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https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
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