"It's a well-known, great brand name that has relationships with the manufacturers of the ultimate products, as well as distributors. The other thing is that they make a product that is really low cost for an auto company, and also very important," Johnson says. That means the auto manufacturer has little incentive to try to skimp on Littelfuse's products. Meanwhile, "a good, trustworthy management team" has successfully steered the company through a five-year plan for growth, both organic and by acquisition. to the fund's outperformance in recent years. The team has trimmed and added to the position as the stock's valuation has waxed and waned, and they expect to continue to own it for some time. Morningstar's performance attribution analysis shows Littelfuse as one of the biggest contributors Johnson also points to Franklin Electric FELE. The manufacturer of water and fuel pumps has Michael Johnson and Mark Wynegar of Tributary Capital Management. global.morningstar.com/Morningstarmagazine 79http://global.morningstar.com/Morningstarmagazine