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

2 hours ago 1

Soumya Eswaran

Wed, December 10, 2025 astatine 6:24 AM CST 3 min read

Brandes Investment Partners, an plus absorption company, released its third-quarter 2025 capitalist missive for its “Brandes Small Cap Value Fund”. A transcript of the missive tin beryllium downloaded here. The money returned 11.16% (Class I Shares) successful the 4th compared to its benchmark, the Russell 2000 Index’s 12.39% gain, and the Russell 2000 Value Index’s12.60% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brandes Small Cap Value Fund highlighted stocks specified arsenic Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is simply a Luxembourg-based exertion services company. The one-month instrumentality of Globant S.A. (NYSE:GLOB) was 11.28%, and its shares mislaid 68.83% of their worth implicit the past 52 weeks. On December 09, 2025, Globant S.A. (NYSE:GLOB) banal closed astatine $68.74 per share, with a marketplace capitalization of $3.028 billion.

Brandes Small Cap Value Fund stated the pursuing regarding Globant S.A. (NYSE:GLOB) successful its 3rd 4th 2025 capitalist letter:

"The small-cap concern committee bought Prestige Consumer Healthcare, accusation exertion (IT) services institution Globant S.A. (NYSE:GLOB), and packaging concern Sonoco Products Company.

Why Is Globant SA (GLOB) Plunging In 2025?

Globant S.A. (NYSE:GLOB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge money portfolios held Globant S.A. (NYSE:GLOB) astatine the extremity of the 3rd quarter, which was 26 successful the erstwhile quarter. Globant S.A. (NYSE:GLOB) generated revenues of $617.1 cardinal successful Q3 2025, up 0.4% twelvemonth implicit twelvemonth and 0.5% sequentially. While we admit the imaginable of Globant S.A. (NYSE:GLOB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.