Letters by company
Andersen Group Inc.
1 letter discussing ANDG. Everything written about it on this site is on its ticker page.
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary Royce SMid-Cap Total Return Fund credits Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group while discussing Kyndryl’s weakened execution and disclosure problems. The portfolio remains focused on profitable, cash-generative businesses outside the AI trade and expects market breadth to favor disciplined value selection. Year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B