Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Hardman Johnston Global Equity's investment thesis on T-Mobile US, Inc. ($TMUS) — Q2 2025 | Buyside Digest

All Pitches

View Letter Analysis

$TMUSNASDAQT-Mobile US, Inc.

BULL

Hardman Johnston Global Equity—TMUS

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$163.08USD

-10.2% vs last month

$240.75Pitched

-32.3% since pitch

Market Cap$192.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q2 2025, the Hardman Johnston Global Equity Composite returned 16.72% net of fees, handily outperforming the MSCI AC World Net Index's return of 11.53%. This strong relative...

— Cassandra A. Hardman

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $TMUS, and what else Hardman Johnston Global Equity is buying.

Other pitches on $TMUS

Other investors who've written on T-Mobile US, Inc.

Reaves Asset ManagementBULL

Pitched Jun 30, 2026

T-Mobile US is one of the largest nationwide mobile wireless network operators in the United States, offering cellular connectivity and fixed wireless broadband. Despite near-term stock...

View all $TMUS pitches →