Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.
Payments platform Paysafe has launched a partnership with business technology firm Endava. The collaboration is designed “to bring smarter payments and next-generation community engagement to market faster,” the companies said in a news release Monday (Nov. 17).
LONDON--(BUSINESS WIRE)--Endava launches Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation.
Endava plc faces challenges from AI-driven cost deflation and commoditization, leading to revenue stagnation and margin compression. DAVA is pivoting with agentic AI solutions like DavaFlow, but the market remains skeptical about a growth rebound in the near term. Valuation is deeply discounted, with a US$10 YE26 price target and potential for M&A interest due to DAVA's commercial relationships.
Endava plc ( DAVA ) Q1 2026 Earnings Call November 11, 2025 8:00 AM EST Company Participants Laurence Madsen John Cotterell - Founder, CEO & Director Mark Thurston - CFO & Director Conference Call Participants Bryan Bergin - TD Cowen, Research Division Margaret Nolan - William Blair & Company L.L.C., Research Division Christopher Svensson - Deutsche Bank AG, Research Division Antonio Jaramillo ...
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