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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.
In Q2 2025, the Harding Loevner International Small Companies Equity composite rose 17.00% gross of fees, in line with the MSCI ACWI ex US Small Cap Index's 17.2%. The report emphasizes...
— Jafar Rizvi
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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...