GAMCO Investors Inc

• Royce Investment Partners Royce Small-Cap Special Equity Fund Manager Commentary ↗ Royce Small-Cap Special Equity favored semiconductor supplier Vishay Intertechnology, watchmaker Movado, sensor maker NVE and Oil-Dri as operating results and demand improved. It identified Sylvamo’s mill-transition risks, Commercial Metals’ shipment constraints and Kewaunee Scientific’s weakening backlog as detractors, while arguing that expensive technology and AI spending make small-cap value attractive. year-to-date period ended 6/30/26 CMC $7.2BIMKTA $1.6BKEQU $96M +6

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