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City Different Investments - Multi-Cap Core's investment thesis on Flex Ltd. ($FLEX) — Q3 2026 | Buyside Digest

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$FLEXFlex Ltd.

BULL

City Different Investments - Multi-Cap Core

Fund Letter

Q3 2026

Published September 30, 2026

View Fund Profile

$78.97USD

Current Market Price

Market Cap$45.6B

Pitch Price$116.61

Technical Chart

From the Fund Letter

Flex, our largest holding and the biggest reason for the first half's strong result, fell about a quarter in the recent AI-related weakness and cost the portfolio 5.9 points. Excluding Flex, the...

— Rob MacDonald

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