Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Genpact Is A Novel Way To Play Growth In Financial Space

Most of my investment interests and research center on financial companies particularly banks and insurance companies both of which I have significant experience dealing with. In light of that, one might wonder why I think IT company Genpact (NYSE:G) is an interesting investment. The key here is that Genpact provides business process services that are widely used across the financial sector and other fields, including in the insurance industry.

With a lot of economists expecting 2014 to be a significant growth year for capital expenditures by many firms, and the financial field finally starting to definitively move beyond the Crisis, I think Genpact could see a significant increase in sales this year. At my firm for example, senior...

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