Letters by company

DSM-Firmenich AG

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

Artisan Partners Artisan International Value Fund Quarterly Commentary Artisan International Value Fund benefited from data-center demand through Samsung Electronics and ABB, while DSM-Firmenich recovered from a chemical-sector selloff and ICON resolved an accounting restatement. The fund sold Nokia and Sensata after hardware enthusiasm pushed both above estimated fair value, while retaining IT-services exposure despite concerns over AI disruption. the quarter 2026 ABBNY $170BBRRLY $7.6BDSFIY $29B