Loading investment pitches...
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.
G was swept up in the broader market's concern that AI would disrupt business process outsourcing models. However, the company...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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...
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...