Hardman Johnston International Growth Fund

Overview

The Hardman Johnston International Growth Fund is a mutual fund managed by Hardman Johnston Global Advisors LLC, an independent, employee-owned global equity boutique based in Stamford, Connecticut. The fund focuses on investing in high-quality international growth companies that are trading at attractive valuations. It aims to provide investors with exposure to a diversified portfolio of companies with strong growth prospects outside the United States. The fund employs a disciplined, bottom-up investment approach, conducting thorough fundamental research to identify companies with leading positions in their respective industries. The portfolio typically consists of 20 to 30 holdings, with a typical holding period of 3 to 5 years. This concentrated strategy seeks to achieve high conviction and active share, with low turnover. The fund is sub-advised by Hardman Johnston Global Advisors LLC, which became the sub-advisor on January 1, 2020. As of April 30, 2025, the fund's net assets were approximately $71.8 million, with a portfolio turnover rate of 35%. The top sectors include Industrials (30.7%), Consumer Discretionary (16.8%), and Health Care (16.7%). The top holdings are Rheinmetall AG (5.8%), Safran SA (5.2%), and Prosus NV (5.2%). The fund's expense ratio is 1.00% for Institutional Shares (HJIGX) and 1.25% for Retail Shares (HJIRX).

Investment Focus

• Minimum initial investment: $100,000 for Institutional Shares (HJIGX), $3,000 for Retail Shares (HJIRX)
• No minimum for subsequent investments
• No sales charge

Portfolio Companies