The Brown Capital Management Small Company Fund Bets on Krystal Biotech (KRYS) for Its Resilient Revenue Stream
Key takeaways
- In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index’s 2.81% decline.
- In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted Krystal Biotech, Inc.
- The Brown Capital Management Small Company Fund stated the following regarding Krystal Biotech, Inc.
The Brown Capital Management Small Company Fund Bets on Krystal Biotech (KRYS) for Its Resilient Revenue Stream Soumya Eswaran Wed, June 24, 2026 at 8:55 PM GMT+7 4 min read KRYS ^RUT CL=F Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index’s 2.81% decline. Worsened market conditions due to the Iran war, driving the oil price spike and increased volatility in equities. Despite stabilization in the performance as the quarter progressed, early declines and weakness in large positions significantly impacted the Fund’s performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted Krystal Biotech, Inc. (NASDAQ:KRYS). Krystal Biotech, Inc. (NASDAQ:KRYS) is a US-based commercial-stage biotechnology company that focuses on discovering, developing, and commercializing genetic medicines to treat diseases with high unmet medical needs. On June 23, 2026, Krystal Biotech, Inc. (NASDAQ:KRYS) closed at $340.21 per share. One-month return of Krystal Biotech, Inc. (NASDAQ:KRYS) was 10.95%, and its shares gained 138.74% over the past 52 weeks. Krystal Biotech, Inc. (NASDAQ:KRYS) has a market capitalization of $10.03 billion.
The Brown Capital Management Small Company Fund stated the following regarding Krystal Biotech, Inc. (NASDAQ:KRYS) in its Q1 2026 investor letter: