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Pzena Global Small Cap Focused Value strategy's investment thesis on Cognizant Technology Solutions ($CTSH) — Q2 2026 | Buyside Digest

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$CTSHNASDAQCognizant Technology Solutions

BULL

Pzena Global Small Cap Focused Value strategy—CTSH

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$64.04USD

+2.8% vs last month

$41.99Pitched

+52.5% since pitch

Market Cap$25.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Cognizant's deep integration into critical healthcare and financial workflows provides a powerful barrier against immediate AI disintermediation. The company has...

— Pzena Global Small Cap Focused Value strategy

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