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Stock Update: Fabrinet

The third-largest contributor to results was Fabrinet, a third-party manufacturer of optoelectronic components, which added $2.37 million to results.  We first purchased Fabrinet in 2014 when they were still rebounding from a horrible October 2011 flood that heavily damaged their primary factory in Thailand.  In recent quarters, demand began improving considerably.  As the price and valuation rose, we eventually became uncomfortable and began trimming our position.  We started trimming in January and sold our last share in June.   
 

The portfolio is actively managed. For the FAM Small Cap Fund's current Top 10 Holdings to the most recent quarter-end, view its Portfolio Details.

To obtain the FAM Small Cap Fund's performance data that is current to the most recent month-end, click here.

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