Hardman Johnston Global Advisors released their Q4 2025 investor letter, reporting a 2.91% return, slightly below the MSCI AC World Net Index’s 3.29% gain. Top sectors included Financials and Consumer Staples, while Industrials and Consumer Discretionary lagged. Vertiv Holdings Co. (NYSE: VRT) was highlighted with strong returns and market capitalization of $72.342 billion.
Hardman Johnston Global Equity Strategy initiated positions in companies including Vertiv Holdings Co. (NYSE: VRT), a provider of digital infrastructure technologies. They see a long-term opportunity in the data center infrastructure sector, with significant growth potential for Vertiv. The company’s strong Q3 performance and forecasted revenue outlook contribute to their positive outlook on Vertiv.
Vertiv Holdings Co. (NYSE: VRT) is not among the 30 most popular stocks among hedge funds, but it remains a strong investment option. With 102 hedge fund portfolios holding VRT, there is recognition of its potential. Investors looking for an undervalued AI stock with growth potential should consider Vertiv. Check out the best US stocks to buy and hold in 2026 for more investment opportunities.
Read more at Yahoo Finance: Does Vertiv Holdings Co (VRT) have a Robust Long-Term Outlook?
