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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the second quarter of 2025, the Alger Spectra Fund outperformed its benchmark, the Russell 3000 Growth Index, delivering a 29.19% return (without sales charge). This performance was...
— Patrick Kelly, Dan Chung, Ankur Crawford
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Other investors who've written on Globant
As a digital-native firm focused on consumer-facing design and digital experiences, Globant's specialized product design capabilities are highly resistant to automated disruption. The company is...
The digital software engineering firm experienced a sharp decline due to currency headwinds, macro weakness in key Latin American markets, and reduced spending from a major customer. Despite these short-term...