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Hi, and welcome to the Longview. I'm Jeff Battacklow, Director of Manager Research for Morningstar Research Services. And I'm Christine Ben's director of personal finance for Morningstar. Our guest today is

Simon Hallett. Simon is co-CIO at Harding Lovener, an investment boutique that manages more than

$70 billion for individuals and institutions. Harding Lovner's specialty is global equity investing,

which it offers through its flagship international stock and emerging market stock strategies.

In his role as co-CIO, Simon oversees research and decision-making for the firm.

Prior to joining Harding Lovenor in 1991, Simon was stationed in Hong Kong, where he did

research and portfolio management

stints at Kleinworth Benson and Jardine Fleming Investment Management. He's a graduate of Oxford

University and a CFA charter holder. In addition to these duties, Simon is also the chairman

and majority owner of the Plymouth Argyle Football Club in Plymouth, England.

Simon, welcome to the Longview.

Thank you very much. Thank you for having me.

At least some of our listeners are familiar with your firm, but not all.

Can you start by providing a quick thumbnail sketch of the firm, what you offer, to whom,

and why you built it that way?

Sure.

...