Hardman Johnston
Hardman Johnston Select Equity
US Large-cap
Jun 2025 → Jun 2026
Our archive holds 4 letters from this strategy and positions in 34 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Hardman Johnston for every strategy.
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
- Vertiv Holdings Co.
- Albemarle Corp.
- Versant Media Group, Inc.
- Alphabet Inc.
- Howmet Aerospace, Inc.
- Adobe Inc.
- Charles Schwab Corp
- AstraZeneca plc
- Edwards Lifesciences Corp.
- Advanced Energy Industries, Inc.
- Apple Inc.
- Universal Display Corp.
- Medtronic plc
- IQVIA Holdings Inc.
- Waters Corporation
- Microsoft Corp.
- UnitedHealth Group Inc.
- Curtiss- Wright Corporation
- Corteva, Inc.
- Estee Lauder Companies Inc.
- SharkNinja, Inc.
- Vertex Pharmaceuticals Inc.
- Illumina, Inc.
- Comcast Corp.
- ASML Holding N.V.
- Hexcel Corporation
- Becton, Dickinson & Co.
- Stanley Black & Decker Inc.
- Automatic Data Processing, Inc.
- Mastercard Inc.
- Cameco Corporation
- NVIDIA Corp.
- Marsh & McLennan Cos. Inc.