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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.
Jensen Quality Mid Cap Fund returned 2.38% in Q2 2026 versus 13.69% for the MSCI US Mid Cap 450 Index, underperforming primarily due to not owning highly cyclical AI infrastructure beneficiaries that drove 24% of the benchmark's return. The fund's disciplined...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Genpact Ltd.
Genpact is an IT services provider focused on business process outsourcing and digital transformation markets. It possesses a...
G was swept up in the broader market's concern that AI would disrupt business process outsourcing models. However, the company...
Genpact has been unfairly penalized by the market due to concerns that AI will disrupt its core IT and business process outsourcing services. However, the manager...