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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.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In Q3 2025, the Hardman Johnston Large Cap Equity Composite returned 6.01% net, underperforming the S&P 500's 8.12% return, which remains heavily driven by a small group of highly concentrated IT stocks. Hardman Johnston remains...
— Hardman Johnston Global Advisors LLC
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