Hardman Johnston
Hardman Johnston Large Cap Equity
US Large-cap
Dec 2024 → Sep 2026
Our archive holds 4 letters from this strategy and positions in 44 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years · follow all of Hardman Johnston for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Large Cap Equity Composite (net)
- YTD+11.4%index +12.8%
- 1Y+16.1%index +15.7%
- 3Y · /yr+17.7%index +22.9%
- 5Y · /yr+10.3%index +13.8%
- 10Y · /yr+12.4%index +15.3%
- Inception · /yr+11.2%index +10.9%
Index: S&P 500 Total Return Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Hardman Johnston Large Cap Equity | +11.4% | +16.1% | +17.7% | +10.3% | +12.4% | +11.2% |
| S&P 500 Total Return Index | +12.8% | +15.7% | +22.9% | +13.8% | +15.3% | +10.9% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
- Stanley Black & Decker Inc.
- Versant Media Group, Inc.
- Comcast Corp.
- Mastercard Inc.
- Cameco Corporation
- Medtronic plc
- UnitedHealth Group Inc.
- NVIDIA Corp.
- Becton, Dickinson & Co.
- Howmet Aerospace, Inc.
- SLB Ltd.
- Prysmian S.p.A.
- Alphabet Inc.
- Meta Platforms Inc. Class A
- SharkNinja, Inc.
- Uber Technologies, Inc.
- Apple Inc.
- Charles Schwab Corp
- Vertex Pharmaceuticals Inc.
- Microsoft Corp.
- EOG Resources, Inc.
- Marsh & McLennan Cos. Inc.
- Curtiss-Wright Corporation
- Illumina, Inc.
- Albemarle Corp.
- Advanced Energy Industries
- IQVIA Holdings Inc.
- AstraZeneca plc
- Edwards Lifesciences Corp.
- ASML Holding N.V.
- Universal Display Corp.
- Amazon.com, Inc.
- Estee Lauder Companies Inc.
- Adobe Inc.
- Waters Corporation
- Hexcel Corporation
- Vertiv Holdings
- Corteva, Inc.
- Automatic Data Processing, Inc.
- Broadcom Inc.
- T-Mobile US, Inc.
- Universal Display Corporation
- PayPal Holdings, Inc.
- Advanced Energy Industries, Inc.
- Vertiv Holdings Co.
- Suzuki Motor Corp.