Hardman Johnston
Hardman Johnston Select Equity
US Large-cap
Jun 2025 → Sep 2026
Our archive holds 5 letters from this strategy and positions in 34 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years · follow all of Hardman Johnston for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Select Equity Composite (net)
- YTD+13.3%index +12.8%
- 1Y+19.7%index +15.7%
- 3Y · /yr+22.1%index +22.9%
- 5Y · /yr+13.5%index +13.8%
- 10Y · /yr+14.8%index +15.3%
- Inception · /yr+13.0%index +11.3%
Index: S&P 500 Total Return Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Hardman Johnston Select Equity | +13.3% | +19.7% | +22.1% | +13.5% | +14.8% | +13.0% |
| S&P 500 Total Return Index | +12.8% | +15.7% | +22.9% | +13.8% | +15.3% | +11.3% |
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 →What it bought and sold
The company has not demonstrated that it can capitalize on what should be strong competitive advantages in the digital payments space, leading us to exit the position.
Also held
- Edwards Lifesciences Corp.
- Microsoft Corp.
- Versant Media Group, Inc.
- Becton, Dickinson & Co.
- Medtronic plc
- SharkNinja, Inc.
- AstraZeneca plc
- NVIDIA Corp.
- Cameco Corporation
- Illumina, Inc.
- UnitedHealth Group Inc.
- Automatic Data Processing, Inc.
- Charles Schwab Corp
- Corteva, Inc.
- Vertex Pharmaceuticals Inc.
- IQVIA Holdings Inc.
- Waters Corporation
- Marsh & McLennan Cos. Inc.
- Mastercard Inc.
- Universal Display Corp.
- ASML Holding N.V.
- Advanced Energy Industries
- Howmet Aerospace, Inc.
- Adobe Inc.
- Albemarle Corp.
- Apple Inc.
- Estee Lauder Companies Inc.
- Hexcel Corporation
- Vertiv Holdings Co.
- Stanley Black & Decker Inc.
- Curtiss-Wright Corporation
- Alphabet Inc.
- Comcast Corp.
- Advanced Energy Industries, Inc.
- Curtiss- Wright Corporation