Here’s Why SGA Global Growth Strategy Acquired a Position in Alibaba (BABA)

1 week ago 5

Soumya Eswaran

Mon, January 5, 2026 astatine 6:48 AM CST 3 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “Global Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -2.3% (Gross) and -2.5% (Net) successful the 3rd quarter, compared to a 7.6% instrumentality for the MSCI ACWI and a 9.0% instrumentality for the MSCI ACWI Growth. The scale returns were fueled by enthusiasm for AI, whereas factors aligned with SGA’s strategy, similar prime and income stability, lagged. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, SGA Global Growth Strategy highlighted stocks specified arsenic Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) provides exertion infrastructure and selling reach. The one-month instrumentality of Alibaba Group Holding Limited (NYSE:BABA) was -1.51%, and its shares gained 82.11% of their worth implicit the past 52 weeks. On January 2, 2026, Alibaba Group Holding Limited (NYSE:BABA) banal closed astatine $155.74 per share, with a marketplace capitalization of $371.601 billion.

SGA Global Growth Strategy stated the pursuing regarding Alibaba Group Holding Limited (NYSE:BABA) successful its 3rd 4th 2025 capitalist letter:

"During the quarter, we initiated a presumption successful Alibaba Group Holding Limited (NYSE:BABA), a starring Chinese exertion institution with ascendant platforms successful e commerce and unreality computing, and increasing capabilities successful artificial intelligence. Since we past owned the stock, Alibaba has undergone meaningful organizational transformation, improving its pricing power, maturation visibility, and absorption execution. The company’s ngo is present intimately aligned with China’s nationalist docket to prosecute AI enactment and modulation to a consumption-driven economy.