Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -6.49%, net of fees, in the quarter compared to a -4.27% return for the S&P 500 Total Returns Index. In the quarter, the disruptive policies disrupted the economic outlook, and the equity market fell sharply at the end of the quarter. In addition, please check...
Vertiv Holdings Co. (VRT) Fell Over Concerns About the Data Center Capex Bubble
