Hardman Johnston Global Advisors released its fourth-quarter 2025 investor letter, showing a 2.91% return for the Hardman Johnston Global Equity Strategy, slightly below the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors boosted performance, while Industrials and Consumer Discretionary sectors lagged.

Corteva, Inc. was highlighted in the investor letter as a notable holding, with one-month returns of 8.91% and a 12.31% gain over the past 52 weeks. The stock closed at $73.00 per share on January 27, 2026, with a market cap of $49.33 billion.

Hardman Johnston Global Equity Strategy detailed its decision to liquidate Corteva, Inc. due to uncertainties surrounding a potential separation of its Seeds and Crop Protection businesses. Factors included valuation concerns, strategic credibility issues, and deteriorating agricultural fundamentals.

Corteva, Inc. was not among the 30 Most Popular Stocks Among Hedge Funds, with 57 hedge fund portfolios holding it at the end of Q3 2025. Despite its potential, other AI stocks were deemed to offer greater upside with less downside risk by Hardman Johnston Global Equity Strategy.

In another article, Corteva, Inc. was mentioned alongside a list of best materials stocks to invest in according to hedge funds. The stock fell following news of a planned split, as noted in the Q3 2025 investor letter from Hardman Johnston Global Equity Strategy. More hedge fund investor letters are available for review on the website.

Read more at Yahoo Finance: Hardman Johnston Global Equity Sold Corteva (CTVA) as It Failed to Observe a Clear Value-Creation Rationale