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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.
The VELA International Fund returned 3.16% net in Q2 2026, underperforming the MSCI World Ex-US Index's 10.22% return by approximately 700 basis points, with 80% of the shortfall attributable to the Technology sector. Semiconductor and AI-related...
— Bob Sharpe
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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...