Home / Leaderboard / Hardman Johnston Global Advisors LLC
Hardman Johnston Global Advisors LLC
Cassandra Hardman · Asset Manager · Growth
Hardman Johnston Global Advisors LLC is an independent, global equity investment manager based in Stamford, Connecticut. Founded in 1985, the firm specializes in managing concentrated, high-conviction portfolios of high-quality growth companies for a global institutional and private client base. As an employee-owned boutique, it emphasizes continuity, independence, and a long-term investment horizon. The firm follows a disciplined process to identify market leaders with sustainable competitive advantages and strong earnings potential, maintaining a focus on global, international, and US equity markets while prioritizing fundamental research over macro-driven trends.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.3% |
| YTD return | +14.8% |
| Sharpe ratio | 4.30 |
| Win rate | 55% |
| AUM | $2.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.hardmanjohnston.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| FTI | TechnipFMC PLC | 21.3% | -6.9% |
| IBN | ICICI Bank Limited | 10.3% | -5.0% |
| AZN | AstraZeneca PLC | 9.0% | -6.2% |
| ASML | ASML Holding NV ADR | 8.9% | +39.6% |
| MELI | MercadoLibre Inc. | 7.0% | -11.2% |
| TSM | Taiwan Semiconductor Manufacturing | 5.6% | +44.3% |
| NVDA | NVIDIA Corporation | 5.2% | +19.6% |
| HWM | Howmet Aerospace Inc | 4.8% | +9.8% |
| GOOGL | Alphabet Inc Class A | 4.5% | +31.3% |
| VRT | Vertiv Holdings Co | 3.9% | +22.8% |
| MA | Mastercard Inc | 2.5% | +1.6% |
| MSFT | Microsoft Corporation | 2.3% | +4.2% |
| AAPL | Apple Inc | 2.2% | +30.7% |
| CW | Curtiss-Wright Corporation | 2.0% | -1.0% |
| EL | Estee Lauder Companies Inc | 1.9% | -6.1% |
| SLB | Schlumberger NV | 1.8% | -4.2% |
| LLY | Eli Lilly and Company | 1.7% | +10.0% |
| AMZN | Amazon.com Inc | 1.7% | -1.9% |
| C | Citigroup Inc | 1.7% | -1.8% |
| ILMN | Illumina Inc | 1.6% | +9.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | TSM | 5.7% → 5.6% |
| Sep 7, 2026 | BUY | IBN | 10.3% → 10.3% |
| Sep 7, 2026 | SELL | MA | 2.6% → 2.5% |
| Sep 7, 2026 | BUY | SLB | 1.8% → 1.8% |
| Sep 7, 2026 | BUY | ILMN | 1.6% → 1.6% |
Investment Style Analysis
Hardman Johnston Global Advisors LLC is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $2.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Equipment & Services and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Hardman Johnston Global Advisors LLC made a significant move by reducing the position in TSM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Hardman Johnston’s investment philosophy is based on the conviction that long-term stock price performance is driven by fundamental earnings growth. The firm utilizes a disciplined, bottom-up research process aimed at identifying companies with secular growth prospects, market leadership, and sustainable competitive advantages. They operate as growth investors when researching companies but value investors when buying them, ensuring that high-quality growth is acquired at attractive relative valuations. Portfolios are typically concentrated with 25 to 30 positions, exhibiting low turnover and high active share, reflecting a best-ideas approach to risk management and capital appreciation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Hardman Johnston Global Advisors LLC.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +14.7%
- Summit Partners, L.P. — Peter Y. Chung · 3M +24.3%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -16.6%
- Hartline Investment Corporation — Brian W. Hart · 3M +6.8%
Frequently asked questions
How is the simulated portfolio for Hardman Johnston Global Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Hardman Johnston Global Advisors LLC's largest holding?
As of the latest filing, Hardman Johnston Global Advisors LLC's top position is TechnipFMC PLC (FTI), representing 21.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Hardman Johnston Global Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.3% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 4.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Hardman Johnston Global Advisors LLC primarily invest in?
Hardman Johnston Global Advisors LLC has a strong preference for the Oil & Gas Equipment & Services sector, which makes up 23.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Hardman Johnston Global Advisors LLC's portfolio concentrated or diversified?
Hardman Johnston Global Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Hardman Johnston Global Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Hardman Johnston Global Advisors LLC tracks a Year-to-Date (YTD) return of +14.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Cassandra Hardman manage Hardman Johnston Global Advisors LLC directly?
Yes, Cassandra Hardman serves as the key portfolio manager for Hardman Johnston Global Advisors LLC, overseeing the investment strategy and final capital allocation decisions.