Letters by company
Kulicke & Soffa Industries INC
2 letters discussing KLIC. 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 credits Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group while discussing Kyndryl’s weakened execution and disclosure problems. The portfolio remains focused on profitable, cash-generative businesses outside the AI trade and expects market breadth to favor disciplined value selection. 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 credited Kulicke & Soffa, Advance Auto Parts, Element Solutions, Timken and MSC Industrial Direct with benefiting from improving semiconductor, auto-repair and industrial conditions. It reduced Brightstar Lottery, reassessed Kyndryl after governance and cash-management concerns, and maintained a value-oriented stance outside the AI trade. first half of 2026 AAP $2.5BBRSL $1.8BCBZ $3B
