Letters by company

Intertek Group plc

2 letters discussing IKTSF. 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 after valuation-driven selloffs, arguing that network effects, recurring revenue and durable competitive positions remain intact. The portfolio also benefited from XP Power, Maruwa, Dexerials, Ashtead Technology and Diploma, while exiting Intertek after EQT’s acquisition. year-to-date period ended 6/30/26 4828 $487MAT $587MCEVMF $6B
Oakmark Funds Wrong in the right direction Oakmark retained Samsung and ASML after revising values upward as AI-driven demand for high-bandwidth memory and lithography equipment reshaped their near-term cash-flow outlook. The fund credited Intertek’s board for accepting a private-equity offer that reflected both self-help opportunities and their execution risks. 2Q 2026 006400 $31BASML $693BIKTSF $12B