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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 29 -3.33%
of those in investment advisory functions 12 -7.69%
Registration SEC, Approved, 03/26/1985
AUM* 6,831,522,808 -1.45%
of that, discretionary 6,831,522,808 -1.45%
Private Fund GAV* 3,288,345,268 -6.42%
Avg Account Size 23,157,704 8.23%
% High Net Worth 62.71% -1.37%
SMA’s Yes
Private Funds 7
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
10B 8B 7B 6B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$3,288,345,268

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Brochure Summary

Overview

Overview Hardman Johnston Global Advisors LLC (“Hardman Johnston” or the “Firm”) is an independent, global equity boutique investing in high quality growth companies at value prices. We follow a clear investment philosophy and disciplined process that results in high conviction portfolios designed to deliver consistent, long term performance in excess of benchmarks. Our firm has been built around our approach. We are 100% employee owned, and Cassandra A. Harman is the principal owner. We are global in our coverage to maximize the opportunity set. We are disciplined in our stock selection, and we are focused on in-depth fundamental research. Our investment approach has been consistently applied for over three decades, and our clients have benefitted from the long- term results. As of December 31, 2023, the Firm managed $6,831,522,808 on a discretionary basis for both tax exempt and taxable clients. Clients include pension plans, endowments, foundations, state governmental agencies, Taft-Hartley plans, families, and individuals. Hardman Johnston is a Connecticut Limited Liability Company that is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940 (the “Advisers Act”). Types of Advisory Services Hardman Johnston provides investment advisory services on a discretionary basis in accordance with the methods described in the Methods of Analysis, Investment Strategies and Risk of Loss section of this brochure. Hardman Johnston provides discretionary investment advisory services to separately managed accounts, private funds, and a mutual fund (as sub-adviser) as described in the Types of Clients section of this brochure. The Firm is general partner to four private funds (Hardman Johnston International Equity Fund I, L.P., Hardman Johnston International Equity Fund II, L.P., Hardman Johnston Emerging Markets Equity Fund, L.P., and the Hardman Johnston Capital Partners Fund I, L.P.), and investment manager to two group trusts (Hardman Johnston International Equity Group Trust, and the Hardman Johnston Global Equity Group Trust) (collectively, the “Private Funds”). The Firm also is general partner to one internal private fund that is not currently offered to external clients (the “Proprietary Fund”). In addition, the firm is a sub- adviser to a mutual fund (Hardman Johnston International Growth Fund). Investment Philosophy & Strategies The Firm follows the same investment philosophy for all strategies. Our investment philosophy is built on two key tenets:
• Earnings growth drives stock performance over time; and
• There are short term inefficiencies in the market that create attractive entry points. Hardman Johnston offers discretionary investment advisory services to external clients across five different investment strategies: (1) International Equity; (2) Global Equity; (3) Emerging Markets Equity; (4) Select Equity; and (5) Large Cap Equity. International Equity The Hardman Johnston International Equity utilizes a concentrated approach to investing in non-US equities. It operates under a clear definition of growth, while employing value discipline and quality criteria in
our selection process. The result is a portfolio of 20 to 30 mid- to large-capitalization growth companies diversified by industry and country across developed and emerging markets. The International Equity strategy is available in separately managed accounts, private funds for accredited investors (Hardman Johnston International Equity Fund I, L.P.), qualified purchasers (Hardman Johnston International Equity Fund II, L.P.), and for qualified participants (Hardman Johnston International Equity Group Trust), and a mutual fund (Hardman Johnston International Growth Fund). For clients who require it, we offer this product in separately managed accounts that invest only in ADRs or equities of non-United States companies traded on United States exchanges. Global Equity The Hardman Johnston Global Equity strategy utilizes a concentrated approach to investing in developed and emerging market equities. It operates under a clear definition of growth, while employing value discipline and quality criteria in our selection process. The result is a portfolio of 25 to 35 mid- to large-capitalization growth companies diversified by industry and country across developed and emerging markets. The Global Equity strategy is offered in separately managed accounts and a private fund for qualified participants (Hardman Johnston Global Equity Group Trust). Emerging Markets Equity The Hardman Johnston Emerging Markets Equity strategy utilizes a concentrated approach to investing in equities primarily within the MSCI Emerging Markets Net Index. It operates under a clear definition of growth, while employing value discipline and quality criteria in our selection process. The result is a portfolio of 20 to 45 mid- to large-capitalization growth companies diversified by industry and country. The Emerging Markets strategy is offered in separately managed accounts and a private fund for qualified purchasers (Hardman Johnston Emerging Markets Equity Fund, L.P.). Select Equity The Hardman Johnston Select Equity strategy utilizes a concentrated approach to investing in US based companies and select foreign domiciled companies via ADRs. We operate under a clear definition of growth, while employing value discipline and quality criteria in our selection process. The result is a portfolio of 30 to 35 mid- to large-capitalization growth companies diversified by industry. For existing clients, we may manage subsets of this strategy that invest in other securities as client accommodations. The Select Equity strategy is available in separately managed accounts and in a private fund for accredited investors (Hardman Johnston Capital Partners Fund I, L.P.). Large Cap Equity The Hardman Johnston Large Cap Equity strategy invests in US based companies and select foreign domiciled companies via ADRs. It operates under a clear definition of growth, while employing value discipline and quality criteria in our selection process. The result is a portfolio of 45 to 55 mid- to large-capitalization growth companies diversified across within sectors. The Firm does not have any wrap clients and does not participate in any wrap fee business.