Fabrinet

• SC Shelton Capital Management Sustainable Equity Commentary ↗ The Shelton Sustainable Equity Fund attributed outperformance versus its environmental benchmark to stock selection, country positioning and style exposure, led by China, the United States, Hong Kong and Korea. Aramark, Valmont Industries, Siemens and Warby Parker aided both comparisons, while Bunge Global, Teledyne Technologies, CF Industries and AECOM detracted. 2Q 2026 —
• Intrepid Capital Mutual Fund Commentary Intrepid Capital Fund 1Q 2026 ↗ Intrepid Capital Fund attributed the quarter’s market volatility to the Iran conflict, higher oil prices and rising Treasury yields. Sprott, Permian Resources, Fabrinet, Madison Square Garden Sports and Alphabet were leading contributors, while Fiserv, Jefferies and Take-Two were among the main detractors. 1Q 2026 —

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