Core Insights - The BBH Select Series - Mid Cap Fund experienced a total return decrease of -0.9% in Q3 2025, underperforming the Russell Midcap Index which returned 5.3% [1] - Year-to-date, the fund's total return is -1.8%, significantly lower than the Index's 10.4% return [1] - The third quarter saw a continuation of the low-quality rally that began late last year, gaining momentum throughout 2025 [1] Company Performance - Globant S.A. (NYSE:GLOB) had a one-month return of 11.28%, but its shares have lost 68.83% of their value over the past 52 weeks [2] - As of December 09, 2025, Globant S.A. closed at $68.74 per share, with a market capitalization of $3.028 billion [2] Fund Detractors - The largest detractors to the fund's performance in Q3 2025 included Shift4 Payments Inc., Globant S.A., and Bruker Corp. [3] - The fund exited positions in both Globant and Bruker during the quarter due to sustained underperformance and to opportunistically harvest tax losses [3] - Globant and Bruker were notably impacted by tariffs and cuts in life science and academic funding, with any potential re-entry into these positions dependent on performance stabilization [3]

Brandes Investment Partners, an asset management company, released its third-quarter 2025 investor letter for its “Brandes Small Cap Value Fund”. A copy of the letter can be downloaded here. The fund returned 11.16% (Class I Shares) in the quarter compared to its benchmark, the Russell 2000 Index’s 12.39% gain, and the Russell 2000 Value Index’s12.60% return. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brandes Small Cap V ...

NEW YORK, Dec. 9, 2025 /PRNewswire/ -- Globant, a digitally native company that helps organizations thrive in a digital and AI-powered future, today released its latest report, "Tech Trends 2026: The 5 Forces Shaping the Future." The study outlines the key breakthrough innovations expected to shape the next era of AI maturity for enterprises. In 2026, business growth will be defined not just by advanced automation but by integrated, next- gen technologies that serve as a strategic platform for transformatio ...

Core Insights - Harding Loevner's Global Equity Strategy reported a gross return of 2.62% and a net return of 2.52% for Q3 2025, underperforming the MSCI All Country World Index and MSCI World Index which returned 7.74% and 7.36% respectively [1] - Year-to-date, the strategy has risen 10.61% net, compared to 18.86% and 17.83% for the respective indexes [1] - The last six months have been characterized as one of the strongest momentum phases in over 70 years, with high-momentum stocks outperforming low-momentum stocks by 45 percentage points, largely driven by advancements in AI [1] Company Focus: Globant S.A. (NYSE:GLOB) - Globant S.A. has experienced a one-month return of 18.04%, but its shares have lost 68.75% of their value over the past 52 weeks, closing at $69.41 on December 3, 2025, with a market capitalization of $3.058 billion [2] - The company has faced significant growth slowdown, with recent results meeting consensus expectations but accompanied by downward revisions to management's forecasts [3] - Despite a strong pipeline with estimated contract values up 25% year-over-year, customer implementations have been postponed due to macroeconomic uncertainty [3] Hedge Fund Interest - Globant S.A. was held by 32 hedge fund portfolios at the end of Q3 2025, an increase from 26 in the previous quarter [5] - The company generated revenues of $617.1 million in Q3 2025, reflecting a year-over-year increase of 0.4% and a sequential increase of 0.5% [5] - While Globant S.A. shows potential as an investment, certain AI stocks are considered to offer greater upside potential with less downside risk [5]

Accord.* We are global partners of Open AI, NVIDIA, AWS and Unity bringing world-class technology together to accelerate innovation across industries.Contact:[[emailprotected]](/cdn-cgi/l/email- protection#58282a183f34373a39362c763b3735) Sign up to get first dibs on press news and updates.For more information, visit[www.globant.com](https://www.globant.com/).SOURCE GLOBANT![] (https://rt.prnewswire.com/rt.gif? NewsItemId=SP38350&Transmission_Id=202512030953PR_NEWS_USPR_____SP38350&DateId=20251203) * *The vi ...

Accessibility StatementSkip Navigation Receiving the highest distinction a Salesforce Solution partner can achieve, reinforces Globant's deep and proven expertise in integration, data, and AI-driven transformation. NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it was recognized by Salesforce for achieving the expert-level implementation in MuleSoft Anypoint, Data Cloud and Agentforce ...

Core Insights - FIFA and Globant have signed an expanded agreement to enhance their collaboration over the past four years [1][8] - Globant will deliver a wide range of IT solutions and digital platform development services to FIFA, including a new mobile application for upcoming tournaments [2][6] - The partnership positions Globant as a Tournament Supporter for the FIFA World Cup 2026 and the FIFA Women's World Cup 2027, along with other key FIFA competitions [3][6] Company and Industry Overview - Globant is a digitally native company focused on reinventing businesses through innovative technology solutions, aiming to enhance digital experiences for customers [2][5] - The FIFA World Cup 2026 will be the largest standalone sporting event in history, hosted across Canada, Mexico, and the United States, while the FIFA Women's World Cup 2027 will be held in Brazil, marking the first South American host [4][6] - Globant has over 29,000 employees and operates in more than 35 countries, serving major clients like Google and Riot Games, and has received recognition as a leader in experience design and AI services [7]

Let it not be said that a sector is universally attractive or unattractive to me as an investment. Usually, there is appeal or interest to be found even in the most overvalued or tricky sectors. So tooWolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets. He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. market, he covers the m ...

Core Insights - The investment landscape is not universally attractive or unattractive, as there are opportunities even in overvalued or challenging sectors [1] Group 1 - The analyst has over 10 years of experience generating value ideas in European and North American markets [1] - The analyst contributes to iREIT®+HOYA Capital and Wide Moat Research LLC, covering various European markets including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] - The focus is on identifying reasonably valued stock ideas within these markets [1]

Core Insights - The IT Services spending slowdown has significantly impacted Globant S.A.'s share price, which has decreased by 73% since January [1] - There is an expectation for demand to re-accelerate in 2026, which could benefit the entire IT industry, particularly in relation to advancements in AI [1] Company Summary - Globant S.A. has experienced a drastic decline in share price due to the slowdown in IT Services spending [1] - The company is positioned to potentially benefit from a resurgence in demand anticipated in 2026 [1] Industry Summary - The overall IT industry is expected to see a recovery in demand, driven by advancements in artificial intelligence [1]