Letters by company

Cochlear Limited

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

Royce Investment Partners Royce International Premier Fund Manager Commentary Royce International Premier Fund retained CTS Eventim, Business Engineering, Cochlear, OBIC Business Consultants, and Hemnet despite share-price weakness, arguing that durable market positions and depressed valuations outweigh cyclical and AI-related concerns. It exited Intertek following EQT's acquisition and attributes relative weakness to stock selection and limited exposure to the AI infrastructure supply chain. first half of 2026 4828 $514MAT $561MCEVMF $6.7B