Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to “what is working” in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm’s top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Genpact Limited (NYSE:G). Genpact Limited (NYSE:G) is a leading professional services firm that offers business process outsourcing and information technology services. On July 30, 2026, Genpact Limited (NYSE:G) closed at $35.33 per share, reflecting a market capitalization of $5.99 billion. Genpact Limited (NYSE:G) posted a one-month return of 18.45%, while its shares lost 16.85% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Genpact Limited (NYSE:G) in its Q2 2026 investor update:
“Genpact Limited (NYSE:G) is an IT services company that was spun out of General Electric a number of years ago. It is an advanced technology solutions company recognized for its deep industry knowledge and process intelligence gained from its roots in business processing outsourcing. Over the last few quarters, Genpact has been discarded as a candidate for AI disruption. We disagree. We believe Genpact has acquired unique insight into business processes that make it a valuable partner for a wide range of businesses. Further, Genpact has experienced early success through its Advanced Technology Solutions segment in helping bring AI solutions to early corporate adopters. We believe the appetite and complexity of adding AI tools in the corporate environment strengthens the need for Genpact’s resources, rather than diminishing it. We remain excited to own Genpact.”
Genpact Limited (NYSE:G) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 36 hedge fund portfolios held Genpact Limited (NYSE:G) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the risk and potential of Genpact Limited (NYSE:G) 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 Genpact Limited (NYSE:G) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Genpact Limited (NYSE:G) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
