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FMI All Cap Equity's investment thesis on Insight Enterprises ($NSIT) — Q2 2025 | Buyside Digest

$NSITNASDAQInsight Enterprises

BULL

FMI All Cap Equity—NSIT

Fund Letter

Q2 2025

Published June 30, 2025

$150.10USD

-6.8% vs last month

$143.97Pitched

+4.3% since pitch

Market Cap$4.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Fiduciary Management, Inc. (FMI) outlines its investment outlook for Q2 2025 amid a challenging macroeconomic backdrop. Despite strong index...

— Fiduciary Management, Inc.

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The manager exited Insight Enterprises because the fundamental performance of the underlying business grew unclear. Furthermore, the decision...