5 hours ago
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Attiya Zainib
Mon, May 18, 2026 astatine 7:00 AM CDT 3 min read
Merion Road Capital Management, an concern advisor, released its Q1 2026 Investor Letter. A transcript of the missive tin beryllium downloaded here. Merion Road Capital Management reported that its Merion Road Small Cap Fund gained 3.1% successful the archetypal 4th of 2026, outperforming the Russell 2000, which roseate 0.9%. Merion Road's long-only large-cap portfolio declined 3.7% amid broader marketplace weakness reflected successful the S&P 500. The show successful the small-cap money was supported by beardown contributions from holdings, driven by accelerating aerospace request and borderline expansion. The steadfast continues to presumption itself astir semipermanent tailwinds successful aerospace, defense, and precocious technologies, citing rising planetary subject spending, ongoing geopolitical tensions, and expanding request for mission-critical systems arsenic cardinal drivers shaping its constructive outlook contempt near-term volatility. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2026.
In its first-quarter 2026 capitalist letter, Merion Road Capital Management highlighted stocks similar Frequency Electronics, Inc. (NASDAQ:FEIM). Frequency Electronics, Inc. (NASDAQ:FEIM) develops precision timing, frequence control, and synchronization products utilized successful satellites, telecommunications, and defence applications. The one-month instrumentality of Frequency Electronics, Inc. (NASDAQ:FEIM) was 2.75% portion its shares traded betwixt $17.51 and $64.99 implicit the past 52 weeks. On May 15, 2026, Frequency Electronics, Inc. (NASDAQ:FEIM) banal closed astatine astir $57.18 per share, with a marketplace capitalization of astir $562.76 billion.
Merion Road Capital Management stated the pursuing regarding Frequency Electronics, Inc. (NASDAQ:FEIM) in its Q1 2026 capitalist letter:
"I person built a caller presumption successful Frequency Electronic Inc (NASDAQ:FEIM). FEIM is simply a 65-year-old institution that leads successful the plan and improvement of high-precision clip and frequence devices utilizing quartz and rubidium oscillation. These devices let for strategy determination and navigation erstwhile GPS is unavailable arsenic good arsenic wireless, unafraid communication. FEIM systems person visited each the sun’s known planets, landed connected the moon, and assisted manned exploration connected Apollo, the Space Shuttle and the International Space Station. FEIM oscillators launched astir 50 years agone connected Voyager 2 proceed to relation today.
On a trailing ground astir 40% of their gross comes from authorities satellites, 55% from authorities non-space applications which are mostly subject successful nature, and the remaining from commercialized andindustrial customers. FEIM is astatine the forefront of notable maturation areas including:..." (Click present to work the afloat text)
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