FPA Funds' Q2 2026 Investor Letter Favors Littelfuse (LFUS) as an AI Infrastructure Winner
First Pacific Advisors (FPA)'s Queens Road Small Cap Value Fund noted in a letter that Littelfuse, which produces niche electrical components, has demonstrated robust organic growth, high operating margins, strong returns on capital, and successfully navigated tariffs. Sales and orders have accelerated from post-pandemic lows, with incremental sales recorded to data centers.
Source:Yahoo财经 · Source Link
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