Group 1: Fund Performance - Sound Shore Management's Investor Class (SSHFX) and Institutional Class (SSHVX) delivered returns of 3.06% and 3.10% respectively in Q2 2025, compared to 3.79% for the Russell 1000 Value Index and 10.94% for the S&P 500 [1] - The 35-year annualized returns for SSHFX and SSHVX were 14.92% and 15.14% respectively as of June 30, 2025, outperforming the Russell Value at 12.76% but trailing the S&P 500 at 19.71% [1] Group 2: Flex Ltd. Overview - Flex Ltd. (NASDAQ:FLEX) is a technology company providing innovation, supply chain, and manufacturing solutions, with a one-month return of 17.42% and a 52-week gain of 95.98% [2] - As of September 10, 2025, Flex Ltd. closed at $58.05 per share, with a market capitalization of $21.708 billion [2] Group 3: Flex Ltd. Investment Insights - The demand for semiconductor chips is driven by the potential of AI technology, necessitating more data centers and electricity, benefiting Flex Ltd. as a supplier [3] - Flex Ltd. was noted as the best performer for Sound Shore Management over the last three months and year-to-date [3] - Despite its potential, Flex Ltd. is not among the 30 most popular stocks among hedge funds, with 55 hedge fund portfolios holding it at the end of Q2, up from 46 in the previous quarter [4]