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SMA Manager of the Year Rick Schmidt on Collaboration Without Consensus

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(Video by Mimi Productions. Headshot by Tom McKenzie.)

Harding Loevner’s Global Equity ADR portfolio is this year’s big winner among the SMA Managers of the Year. It won not only the award for best global and international strategy, but also the award for the overall Manager of the Year, beating out all the other category winners.

Portfolio manager Rick Schmidt sat down with ThinkAdvisor’s Bernice Napach at the Envestnet Advisor Summit, where the awards were held in May, to talk about how to use dissent between managers and analysts to benefit the portfolio.

— Read Torchbearers: The 2016 SMA Managers of the Year on ThinkAdvisor.


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