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Hardman Johnston Global Equity's investment thesis on Vertiv Holdings Co ($VRT) — Q1 2026 | Buyside Digest

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$VRTNYSEVertiv Holdings Co

BULL

Hardman Johnston Global Equity—VRT

Fund Letter

Q1 2026

Published April 12, 2026

View Fund Profile

$281.33USD

+0.3% vs last month

$307.34Pitched

-8.5% since pitch

Market Cap$108.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Shares in VRT outperformed after the company delivered a blowout Q4 earnings report, where orders significantly exceeded estimates. Earnings also beat...

— Cassandra A. Hardman

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