FPA Queens Road Small Cap Value Fund is Cautiously Optimistic on Vishay Intertechnology’s (VSH) Growth Plans

6 days ago 7

Soumya Eswaran

Mon, November 24, 2025 astatine 8:20 AM CST 3 min read

Investment absorption company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.46% compared to a 12.60% instrumentality for the Russell 2000 Value Index. In the archetypal 3 quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s absorption is connected a diligent, disciplined, and diligent process, it expects the money to outperform successful down markets and way successful speculative markets. Additionally, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, the FPA Queens Road Small Cap Value Fund highlighted stocks specified arsenic Vishay Intertechnology, Inc. (NYSE:VSH). Vishay Intertechnology, Inc. (NYSE:VSH) manufactures and sells discrete semiconductors and passive physics components. The one-month instrumentality of Vishay Intertechnology, Inc. (NYSE:VSH) was -27.85%, and its shares mislaid 26.97% of their worth implicit the past 52 weeks. On November 21, 2025, Vishay Intertechnology, Inc. (NYSE:VSH) banal closed astatine $12.51 per stock with a marketplace capitalization of $1.696 billion.

FPA Queens Road Small Cap Value Fund stated the pursuing regarding Vishay Intertechnology, Inc. (NYSE:VSH) successful its 3rd 4th 2025 capitalist letter:

"Vishay Intertechnology, Inc. (NYSE:VSH) makes passive physics components and discrete semiconductors (resistors, inductors, capacitors, MOSFETs, diodes, etc.). Although its manufacture is cyclical, competitory dynamics are unchangeable and VSH benefits from incremental maturation successful electrical vehicles and concern electrification. The manufacture is presently emerging from a cyclical downturn pursuing the excesses and constituent hoarding o pursuing its April 2024 Investor Day, Vishay has been aggressively investing successful sales, corporate, and manufacturing capacity. Vishay is besides strategically changing a institution civilization that was notably staid and overly-conservative. We are cautiously optimistic astir Vishay’s maturation plans and person been adding to the presumption during this cyclical weakness."

Is Vishay Intertechnology Inc. (VSH) the Most Oversold Semiconductor Stock successful  2024?

Is Vishay Intertechnology Inc. (VSH) the Most Oversold Semiconductor Stock successful 2024?

Vishay Intertechnology, Inc. (NYSE:VSH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 23 hedge money portfolios held Vishay Intertechnology, Inc. (NYSE:VSH) astatine the extremity of the 2nd quarter, compared to 29 successful the erstwhile quarter. In the 3rd 4th of 2025, Vishay Intertechnology, Inc.'s (NYSE:VSH) gross grew sequentially 4% to $791 million, which was 2% supra the midpoint of expectation. While we admit the imaginable of Vishay Intertechnology, Inc. (NYSE:VSH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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