Multiple Catalysts Drove Brandes Small Cap Value Fund to Pick Globant (GLOB)

Group 1 - Brandes Small Cap Value Fund reported a return of 11.16% for Class I Shares in Q3 2025, underperforming its benchmarks, the Russell 2000 Index at 12.39% and the Russell 2000 Value Index at 12.60% [1] - The fund highlighted Globant S.A. (NYSE:GLOB) as a key investment, which had a one-month return of 11.28% but experienced a significant decline of 68.83% over the past 52 weeks [2] - Globant S.A. 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% [4] Group 2 - The small-cap investment committee of Brandes Small Cap Value Fund purchased shares in Globant S.A. along with Prestige Consumer Healthcare and Sonoco Products Company [3] - At the end of Q3 2025, 32 hedge fund portfolios held Globant S.A., an increase from 26 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the potential of Globant S.A. as an investment, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential [4]