Harding Loevner, an asset management company, released its “Global Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For most of the past 15 years, US equities not only outperformed but created a perception of inevitability around their outperformance. This phenomenon, termed “US exceptionalism,” highlighted exceptional earnings growth, valuations, and a concentration of returns, particularly around AI investments. With market leadership concentrated, the US index is vulnerable to limited outcomes. In contrast, the portfolio consists of a broader range of business models and growth opportunities at attractive valuations. While AI may disrupt industries, core principles of competitive advantage and long-term profitability still apply. In the fourth quarter, the Global Equity composite rose 2.0% gross of fees, underperforming the MSCI ACWI Index’s 3.4% gain. For the year, the composite advanced 13.2%, trailing the index’s 22.9% gain. In addition, please check the Strategy’s top five holdings to know its best picks in 2025.
In its fourth-quarter 2025 investor letter, Harding Loevner Global Equity Strategy highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is a technology services company that provides digital transformation, AI, and software development solutions. On April 7, 2026, Globant S.A. (NYSE:GLOB) closed at $46.10 per share. One-month return of Globant S.A. (NYSE:GLOB) was -3.56%, and its shares lost 59.06% over the past 52 weeks. Globant S.A. (NYSE:GLOB) has a market capitalization of $2.03 billion.
Harding Loevner Global Equity Strategy stated the following regarding Globant S.A. (NYSE:GLOB) in its Q4 2025 investor letter:
“For the year, US-listed Globant S.A. (NYSE:GLOB) was the biggest detractor, amid growing concern that AI will disintermediate IT-consulting businesses. However, the stock pared some losses after third-quarter results met expectations and management slightly increased revenue guidance for the remainder of the year.”
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Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the fourth quarter, up from 32 in the previous quarter. In Q4 2025, Globant S.A. (NYSE:GLOB) reported revenue of $612.5 million, exceeding the guidance of $605 million. While we acknowledge the risk and potential of Globant S.A. (NYSE:GLOB) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Globant S.A. (NYSE:GLOB) and that has 10,000% upside potential, check out our report about thischeapest AI stock.
In another article, we covered Globant S.A. (NYSE:GLOB) and shared a list of cheap AI stocks to buy in 2026. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.
And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.
What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.
In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.
And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…
This prediction might not be bold at all:
A few years from now, you’ll wish you’d owned this stock.
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