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 Value Fund highlighted stocks such as Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is a Luxembourg-based technology services company. The one-month return of Globant S.A. (NYSE:GLOB) was 11.28%, and its shares lost 68.83% of their value over the last 52 weeks. On December 09, 2025, Globant S.A. (NYSE:GLOB) stock closed at $68.74 per share, with a market capitalization of $3.028 billion.
Brandes Small Cap Value Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its third quarter 2025 investor letter:
“The small-cap investment committee bought Prestige Consumer Healthcare, information technology (IT) services company Globant S.A. (NYSE:GLOB), and packaging business Sonoco Products Company.
Globant S.A. (NYSE:GLOB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the third quarter, which was 26 in the previous quarter. Globant S.A. (NYSE:GLOB) generated revenues of $617.1 million in Q3 2025, up 0.4% year over year and 0.5% sequentially. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
