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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Fairlight Global Small & Mid Cap Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Fairlight's quality-focused global small-cap fund underperformed with -14.2% quarterly returns despite strong underlying company earnings. Key holdings Diploma and Halma benefited from AI data center trends, rising 50%+ annually."
Fairlight's quality-focused global small-cap fund underperformed with -14.2% quarterly returns despite strong underlying company earnings. Key holdings Diploma and Halma benefited from AI data center trends, rising 50%+ annually. Market volatility from geopolitical tensions created buying opportunities. Management added to discounted positions and initiated new investments, maintaining confidence in 13% forecasted EPS growth and long-term outperformance potential.
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