Letters by company
Konecranes Plc
2 letters discussing KNCRF. Everything written about it on this site is on its ticker page.
- Invesco — Small Cap Value Fund Invesco Small Cap Value Fund Invesco Small Cap Value Fund added Permian Resources and Konecranes, citing undervalued assets, recurring revenue and long-term earnings potential. It exited Webster Financial after Santander's acquisition and sold Integer and Charles River Laboratories, while semiconductor holdings hurt results and health care stock selection helped. Q3 2026 AVTR $11BCRL $16BITGR $4.3B
- Lyrical Asset Management 2025 Global Impact Value Equity Strategy (GIVES) Review GIVES attributed its year to earnings growth across undervalued holdings, while avoiding mega-cap growth stocks and crowded sustainability names. The strategy pressed Wesco to measure and disclose Scope 3 emissions, and expects valuation gaps between value stocks, smaller companies and mega-caps to narrow over time. 2025 6091 $70MAPTV $8B
