Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.46% compared to a 12.60% return for the Russell 2000 Value Index. In the first three quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s focus is on a diligent, disciplined, and patient process, it expects the fund to outperform in dow ...

Core Insights - LRT Capital Management's "LRT Global Opportunities Strategy" reported a challenging performance in September 2025, with a net return of -8.00% for the month and a year-to-date return of -0.17% [1] - The strategy employs a systematic long/short approach to generate positive returns while managing downside risks and maintaining low net exposure to equity markets [1] Company Highlights - Fabrinet (NYSE:FN) is highlighted as a key stock in the LRT Global Opportunities Strategy, specializing in optical packaging and precision manufacturing services [2][3] - Fabrinet's stock experienced a one-month return of -0.10% but has gained 52.82% over the last 52 weeks, closing at $370.29 per share with a market capitalization of $13.23 billion on October 6, 2025 [2] - The company is recognized for its unique focus on complex manufacturing challenges, positioning itself as a critical partner in the optical communications, industrial laser, and automotive industries, which supports its long-term growth potential [3]