Letters by company
Element Solutions Inc
4 letters discussing ESI. 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 credited Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group to improving semiconductor, automotive, specialty-chemical, aerospace and advisory-business fundamentals. The managers exited Kyndryl after deteriorating execution and disclosures, while retaining value-oriented exposure to insurers and other cash-generative businesses outside the AI trade. year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B
- Royce Investment Partners Royce Small-Cap Total Return Fund Manager Commentary Royce Small-Cap Total Return Fund attributes its lag versus the Russell 2000 Value Index largely to stock selection and limited exposure to AI-led technology names. It argues that holdings including Kulicke & Soffa, Advance Auto Parts and Element Solutions benefit from cyclical recoveries or secular demand, while retaining a contrarian focus on cash-generative old-economy businesses. Year-to-Date Through 6/30/26 AAP $2.5BBRSL $1.9BCBZ $3B
- Royce Investment Partners Royce Small-Cap Fund Manager Commentary Royce Small-Cap Fund favored Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa, citing AI-linked process complexity, semiconductor capacity investment, specialty chemicals, and infrastructure demand. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics Group as execution, balance-sheet, or earnings concerns weakened the original theses, while adding to MAXIMUS. year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3BESI $9B
- Palm Harbour Capital Letter 2021 Q2 | 236 KB Palm Harbour Capital sold portions of winners to fund laggards, exited three holdings and added three. It argues that undervalued, cash-generative businesses offer protection against inflation and deflation, and sets out investment cases for C Uyemura’s PCB chemicals niche and Ginebra San Miguel’s Philippine gin franchise. second quarter 2021 0NFS 4966 $2.2BBFSAF $1.6B
