Harding Loevner Global Developed Markets Equity Q4 2025 Commentary [Seeking Alpha]
Fabrinet Ordinary Shares (FN)
Last fabrinet ordinary shares earnings: 2/3 04:15 pm
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US:NYSE Investor Relations:
investor.fabrinet.com/investor-relations
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Source: Seeking Alpha
Harding Loevner managers avoided several of the highest-flying AI stocks where they question the quality of the underlying business. Alphabet and Adobe are examples of two incumbents with lucrative businesses coping with the potentially dangerous situation outlined in Christensen's book. The Global Developed Markets Equity composite rose 2.6% gross of fees in the fourth quarter, compared with a 3.2% increase in the MSCI World Index. Fabrinet reported quarterly revenue and earnings well ahead of expectations and issued robust guidance. Philip Steury/iStock via Getty Images What's on Our Minds For most of the past 15 years, US equities didn't just outperform, they made their outperformance feel inevitable. Many called this "US exceptionalism," but it came to signify not only exceptional earnings growth but also This article was written by Quick Insights US market leadership is increasingly reliant on a narrow cohort of AI hyperscalers, resulting in higher valuations a
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News
- Will Fabrinet (FN) Become a Compounder Over Many Years? [Yahoo! Finance]Yahoo! Finance
- Assessing Fabrinet (FN) Valuation After Strong Long Term Returns And Premium P/E Ratio [Yahoo! Finance]Yahoo! Finance
- Wasatch Small Cap Value Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Fabrinet Publishes 2025 Corporate Responsibility ReportGlobeNewswire
- Harding Loevner Global Equity ADR Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
FN
Earnings
- 2/2/26 - Beat
FN
Sec Filings
- 2/3/26 - Form 10-Q
- 2/2/26 - Form 8-K
- 1/8/26 - Form SCHEDULE
- FN's page on the SEC website