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    Christopher Hillary

    Research Analyst at Roubaix Capital, LLC

    Christopher Hillary is Chief Executive Officer and Portfolio Manager at Roubaix Capital, LLC, specializing in fundamental long/short equity investing with a focus on small-cap U.S. stocks across the financials, consumer discretionary, REIT, and utilities sectors. Since founding Roubaix Capital in 2010, he has managed the Roubaix Fund, LP, and previously covered international and growth equities as an analyst at Marsico Capital Management and a founding partner at Independence Capital Asset Partners. Hillary began his career at Morgan Stanley, holds an MBA from the University of Colorado and a degree from Rutgers College, and oversees a research-driven team targeting consistent alpha generation. His professional credentials include registration as an investment adviser and a record of managing both fund strategy and analyst teams through varying market cycles.

    Christopher Hillary's questions to MODINE MANUFACTURING (MOD) leadership

    Christopher Hillary's questions to MODINE MANUFACTURING (MOD) leadership • Q4 2025

    Question

    Christopher Hillary inquired about the visibility of data center build schedules, the difficulty of sourcing specific components from China, and whether product demand represents the biggest uncertainty related to tariffs.

    Answer

    President and CEO Neil Brinker stated that data center visibility is high for one year and extends up to five years with some customers. He noted that Modine has significantly reduced its dependency on China through a 'local-for-local' supply chain strategy. EVP and CFO Mick Lucareli added that the largest uncertainty is the market recovery rate in the Performance Technologies segment, not overall product demand, as Climate Solutions is expected to see strong growth.

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