FMI All Cap Equity Q1 2026 Commentary
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Fiduciary Management Inc27 FollowersFollow5ShareSavePlay(6min)CommentsSummaryFMI All Cap Equity has a strong orientation to low absolute and relative valuation, which are key to the execution of our investment strategy.We are long-term investors, a typical holding period for our companies is three to five years, and portfolio turnover averages 20-40% per annum.In March, Sunbelt Rental Holdings made its primary stock listing in the U.S., with a secondary listing in London, UK.Plexus is an electronic manufacturing services company that, over the past decade, has deliberately shifted toward high-complexity, low-volume products in niche markets. Guido Mieth/DigitalVision via Getty Images Investment Philosophy: Purchase durable business franchises that are selling at a discount to their intrinsic value. Investment Process: We utilize a business owner's approach to investing, thoroughly investigating the economics of the business and theThis article was written byFiduciary Management Inc27 FollowersFollowFiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2024, FMI has approximately $16.1 billion in AUA ($15.8 Billion AUM). Note: This account is not managed or monitored by Fiduciary Management and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fiduciary Management's official channels.