Hardman Johnston Global Advisors released its Q4 2025 investor letter, reporting a 2.91% return for its Global Equity Strategy, slightly underperforming the MSCI AC World Net Index’s 3.29% gain. Financials and Consumer Staples sectors boosted performance, while Industrials and Consumer Discretionary sectors lagged. Find the top five holdings in the letter.

In Q4 2025, Hardman Johnston Global Equity Strategy added Cameco Corporation (NYSE:CCJ) to its portfolio. Cameco, a leading uranium producer, saw a 37.69% one-month return and a 151.59% increase over the last 52 weeks. As of January 27, 2026, Cameco’s stock closed at $125.97 per share, with a market cap of $55.005 billion.

The investor letter highlighted Cameco Corporation (NYSE:CCJ) as a new position, emphasizing its global leadership in uranium mining and fuel services. With a 49% stake in Westinghouse and growing interest in nuclear technology, Cameco is well-positioned to benefit from shifting uranium sourcing trends and increased nuclear development worldwide.

Read more at Yahoo Finance: Should You Be Excited About the Growth Prospects of Cameco Corporation (CCJ)?