Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Hardman Johnston International Equity navigated a difficult 3Q 2026. Constructive on structural growth across energy infrastructure, nuclear power, and defense, keeping capital focused in 23 high-conviction global leaders.
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Hardman Johnston International Equity navigated a difficult 3Q 2026. Constructive on structural growth across energy infrastructure, nuclear power, and defense, keeping capital focused in 23 high-conviction global leaders.
Hardman Johnston delivered strong full-year 2025 results despite minor Q4 underperformance, and is actively shifting capital to seize high-conviction opportunities in AI power infrastructure and global defense.
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Hardman Johnston delivered strong full-year 2025 results despite minor Q4 underperformance, and is actively shifting capital to seize high-conviction opportunities in AI power infrastructure and global defense.
Heavily propelled by a recovery in Korean equities and strong structural themes in defense and power infrastructure. Focused on high-conviction long ideas like Magnite and NOF Corp while using tactical shorts against overhyped sectors like quantum computing SPACs.
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Heavily propelled by a recovery in Korean equities and strong structural themes in defense and power infrastructure. Focused on high-conviction long ideas like Magnite and NOF Corp while using tactical shorts against overhyped sectors like quantum computing SPACs.
The fund outperformed the MSCI ACWI by over 500 bps in Q2 2025. Key maneuvers included active turnarounds in financial/industrial sectors and selective consolidation of the fund's AI footprint.
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The fund outperformed the MSCI ACWI by over 500 bps in Q2 2025. Key maneuvers included active turnarounds in financial/industrial sectors and selective consolidation of the fund's AI footprint.