What Makes Fabrinet (FN) a Worthy Investment?

Core Insights - The Wasatch Small Cap Growth Strategy experienced a decline of -3.17% in Q3 2025, underperforming the Russell 2000 Growth Index which gained 12.19% during the same period [1] - Fabrinet (NYSE:FN) was highlighted as a top stock, achieving a one-month return of 13.02% and a remarkable 98.16% increase over the last 52 weeks, closing at $470.89 per share with a market capitalization of $16.871 billion [2][3] Company Performance - Fabrinet generated $978 million in revenue for fiscal Q1 2026, marking a 22% year-over-year increase and an 8% rise from the previous quarter [4] - The company is experiencing strong adoption of its products across various industries, particularly in data centers, which are linked to the AI sector, although the investment strategy does not focus solely on AI themes [3] Hedge Fund Interest - Fabrinet was held by 44 hedge fund portfolios at the end of Q3 2025, an increase from 32 in the previous quarter, indicating growing interest among institutional investors [4]