Letters by company

IBEX Ltd

2 letters discussing IBEX. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Small-Cap Value Fund Manager Commentary Royce Small-Cap Value Fund added to Maximus and IBEX amid selloffs it viewed as disconnected from fundamentals, while AI infrastructure exposure supported TD SYNNEX, Flex, Sanmina and Amkor. The portfolio sees opportunities in energy, professional services, retail, banks and behavioral health as war-related supply disruption, inflation and AI spending cloud the outlook. year-to-date period ended 6/30/26 BLBD $1.8BCOLL $721MIBEX $575M
Royce Investment Partners Royce Capital Fund–Small-Cap Portfolio Manager Commentary Royce Capital Fund–Small-Cap favored AI-infrastructure beneficiaries TD SYNNEX, Flex, Sanmina and Amkor, while Blue Bird benefited from school-bus demand and its Micro Bird acquisition. The portfolio added Maximus and IBEX at depressed prices, exited Molina Healthcare, and warned that AI capital spending and geopolitical disruption could keep small-cap markets volatile. Year-to-Date Through 6/30/26 AMKR $13BFLEX $41BMMS $2.8B