Soumya Eswaran
Mon, December 29, 2025 astatine 7:54 AM CST 2 min read
Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 3rd 4th of 2025. A transcript of the missive tin beryllium downloaded here. The portfolio underperformed successful the 4th owed to banal selection. The composite returned 5.02%, nett of fees, compared to 7.62% for the MSCI AC World Net Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks specified arsenic Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) is an agriculture institution that operates successful the Seed and Crop Protection segments. The one-month instrumentality of Corteva, Inc. (NYSE:CTVA) was 1.35%, and its shares gained 19.24% of their worth implicit the past 52 weeks. On December 26, 2025, Corteva, Inc. (NYSE:CTVA) banal closed astatine $67.44 per share, with a marketplace capitalization of $45.799 billion.
Hardman Johnston Global Equity Strategy stated the pursuing regarding Corteva, Inc. (NYSE:CTVA) successful its 3rd 4th 2025 capitalist letter:
"The apical idiosyncratic detractors from comparative show were Atlassian Corp., Infineon Technologies AG, and Corteva, Inc. (NYSE:CTVA). We saw Corteva Inc. shares diminution pursuing reports that the institution plans to abstracted into 2 businesses, Seeds and Crop Protection Chemicals. With shares already trading astatine a premium, investors questioned the imaginable for further worth creation. Management emphasized that the businesses person chiseled maturation profiles, technologies, and superior needs that could beryllium amended pursued independently. We had already been trimming our presumption owed to ongoing headwinds, including accrued regulatory scrutiny and challenging comparisons adjacent twelvemonth aft record-high U.S. maize acreage."
Corteva, Inc. (NYSE:CTVA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 57 hedge money portfolios held Corteva, Inc. (NYSE:CTVA) astatine the extremity of the 3rd quarter, up from 52 successful the erstwhile quarter. While we admit the imaginable of Corteva, Inc. (NYSE:CTVA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
In another article, we covered Corteva, Inc. (NYSE:CTVA) and shared Aristotle Capital Value Equity Strategy's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

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