Letters by company

Belden INC.

1 letter discussing BDC. Everything written about it on this site is on its ticker page.

Amati Global Investors Quarterly Review WS Amati Global Innovation Fund retained conviction in MKS, Allegro Microsystems and MasTec, arguing that cyclical concerns obscure longer-term demand from semiconductor proliferation, automation and US infrastructure investment. The fund added Theon, Belden and CI&T to capture defence modernisation, industrial connectivity and AI-enabled IT-services demand. September 2026 ALGM $6.3BBDC $4.2BCINT $417M