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Dakota Investments, LLC
925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010




Portfolio holdings will be concentrated in securities that Hardman Johnston believes offer the optimal opportunity for capital appreciation. When selected for inclusion, a stock enters a concentrated portfolio, ranging from 20 to 30 positions with a typical holding period of 3 to 5 years. Portfolio construction applies diversification constraints to manage concentration risk within industries, countries, and single securities. The outcome is a best ideas, risk aware, high conviction portfolio that seeks low turnover and high active share.


The investment team at Hardman Johnston believes that stock selection is the key to investment performance. The Fund will employ a disciplined, bottom-up approach, based on fundamental research, investing in high quality companies with secular growth prospects when they are trading at an attractive relative valuation. It will search for companies with leading positions in their business segments that can be expanded, either locally or worldwide.


Hardman Johnston is a boutique investment management firm with a global sector approach and deeply ingrained belief that a focused, long-term investment outlook is essential. The firm’s tight-knit team and investment culture that is client-centered, performance-driven and team-oriented contribute to the effectiveness of the investment process.

The Fund’s investment approach is designed to take advantage of today’s vast information resources, as well as the fundamental judgment of experienced investment professionals. For over 30 years, the firm has followed a focused and disciplined investment process that aims to result in concentrated, high conviction portfolios with low turnover and high active share.

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For more information or should you have any questions,
please call (833)-627-6668.

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