Hardman Johnston Global Equity Strategy’s Q1 2025 Investor Letter

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” first quarter 2025 investor letter. The strategy returned 0.43%, net of fees, in the quarter compared to -1.32% for the MSCI AC World Net Index. The Portfolio experienced a solid quarter relative to the market, despite a volatile environment. Industrials and Consumer Discretionary were the top sector contributors, while Information Technology and Energy detracted.  Europe was the top contributor from a regional standpoint, while emerging markets detracted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Hardman Johnston Global Equity Strategy’s Q1 2025 investor letter can be downloaded here.