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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.
Genpact Limited (G) provides business process outsourcing (BPO) and IT services to customers in the banking, financial services, insurance, manufacturing, and healthcare industries. We believe its...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Genpact Limited
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...
More institutional theses from Jensen Investment
Levi Strauss & Co. (LEVI), the global apparel company best known for its iconic Levi's denim brand, was the third largest individual detractor from Portfolio performance during the quarter. Despite generating solid...
Other companies that contributed positively to Portfolio performance during the quarter included The Kroger Co. (KR) and Genpact Limited (G). KR is the...
The second largest contributor to Portfolio performance during the quarter was Broadridge Financial Solutions, Inc. (BR), a leading provider of technology and infrastructure supporting financial markets. The company provides...