قيود العرض أثقلت على أداء Fabrinet (FN)

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its "Osterweis Opportunity Fund". You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index's 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and consumer spending drove the rally. Security selection played a key role in outperformance, especially in Technology, Industrials, Health Care, and Consumer Discretionary. Conversely, smaller sectors like Consumer Staples, Financials, and Real Estate lagged but had minimal impact overall. Looking ahead, while AI is expected to continue influencing economic growth and market performance, a potential consolidation phase for AI-related stocks is anticipated. Please review the Fund's top five holdings to gain insights into its key selections for 2026. In its second-quarter 2026 investor letter, Osterweis Opportunity Fund highlighted Fabrinet (NYSE:FN). Fabrinet (NYSE:FN) is a manufacturing services company that provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to technology companies. On September 22, 2026, Fabrinet (NYSE:FN) closed at $403.80 per share. Over the past month, Fabrinet (NYSE:FN) declined 7.77%, but its shares are up 10.13% over the past year. Fabrinet (NYSE:FN) has a market capitalization of $14.47 billion, and its stock has traded within a 52-week range of $354.41 to $748.89. Osterweis Opportunity Fund stated the following regarding Fabrinet (NYSE:FN) in its Q2 2026 investor letter: "One of our few IT underperformers was Fabrinet (NYSE:FN), a leading provider of advanced optical packaging and precision manufacturing services to complex technology companies, serving customers across optical communications, networking, and industrial end markets. While Fabrinet reported strong overall growth approaching 40%, ongoing commodity related supply constraints are limiting shipment volumes. We trimmed the position, favoring companies that are demonstrating strong execution in the current environment." Fabrinet (FN) Advances as Optical Hardware Demand Strengthens Fabrinet (NYSE:FN) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held Fabrinet (NYSE:FN) at the end of the second quarter, which was 56 in the previous quarter. While we acknowledge the potential of Fabrinet (NYSE:FN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its "Osterweis Opportunity Fund". You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index's 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and consumer spending drove the rally. Security selection played a key role in outperformance, especially in Technology, Industrials, Health Care, and Consumer Discretionary. Conversely, smaller sectors like Consumer Staples, Financials, and Real Estate lagged but had minimal impact overall. Looking ahead, while AI is expected to continue influencing economic growth and market performance, a potential consolidation phase for AI-related stocks is anticipated. Please review the Fund's top five holdings to gain insights into its key selections for 2026. In its second-quarter 2026 investor letter, Osterweis Opportunity Fund highlighted Hinge Health, Inc. (NYSE:HNGE). Hinge Health, Inc. (NYSE:HNGE), a digital healthcare company that specializes in building a health system that scales and automates the delivery of care using technology, contributed positively to the Fund's performance this quarter. On September 22, 2026, Hinge Health, Inc. (NYSE:HNGE) closed at $94.15 per share. Over the past month, Hinge Health, Inc. (NYSE:HNGE) returned 4.03%, while its shares are up 73.61% over the past year. Hinge Health, Inc. (NYSE:HNGE) has a market capitalization of $7.59 billion, and its stock has traded within a 52-week range of $30.08 to $96.66. Osterweis Opportunity Fund stated the following regarding Hinge Health, Inc. (NYSE:HNGE) in its Q2 2026 investor letter: "Our Health Care investments also had a strong quarter on both a relative and absolute basis. One of our best performers was Hinge Health, Inc. (NYSE:HNGE), a provider of virtual physical therapy that benefitted from exceptional financial results and a realization by investors that this was not a software company prone to AI disruption. Q2 billings increased 52% year-over-year, driven by a combination of new members as well as higher utilization. Furthermore, the company raised Q2 guidance intra-quarter during its analyst day in June. While we are excited by current trends, we do not think Hinge's growth rates are sustainable, so we have been trimming our position." Hinge Health, Inc. (NYSE:HNGE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge fund portfolios held Hinge Health, Inc. (NYSE:HNGE) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Hinge Health, Inc. (NYSE:HNGE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its "Osterweis Opportunity Fund". You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index's 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and consumer spending drove the rally. Security selection played a key role in outperformance, especially in Technology, Industrials, Health Care, and Consumer Discretionary. Conversely, smaller sectors like Consumer Staples, Financials, and Real Estate lagged but had minimal impact overall. Looking ahead, while AI is expected to continue influencing economic growth and market performance, a potential consolidation phase for AI-related stocks is anticipated. Please review the Fund's top five holdings to gain insights into its key selections for 2026. In its second-quarter 2026 investor letter, Osterweis Opportunity Fund highlighted Life Time Group Holdings, Inc. (NYSE:LTH). Headquartered in Chanhassen, Minnesota, Life Time Group Holdings, Inc. (NYSE:LTH) is a health, fitness, and wellness company. On September 22, 2026, Life Time Group Holdings, Inc. (NYSE:LTH) closed at $38.19 per share. Over the past month, Life Time Group Holdings, Inc. (NYSE:LTH) declined 16.83%, but its shares are up 28.94% over the past year. Life Time Group Holdings, Inc. (NYSE:LTH) has a market capitalization of $8.53 billion, and its stock has traded within a 52-week range of $24.14 to $47.24. Osterweis Opportunity Fund stated the following regarding Life Time Group Holdings, Inc. (NYSE:LTH) in its Q2 2026 investor letter: