Letters by company
Maximus, INC.
2 letters discussing MMS. Everything written about it on this site is on its ticker page.
- 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 $42BMMS $3.1B
- Royce Investment Partners Royce Small-Cap Fund Manager Commentary Royce Small-Cap Fund favored Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa, citing AI-linked process complexity, semiconductor capacity investment, specialty chemicals, and infrastructure demand. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics Group as execution, balance-sheet, or earnings concerns weakened the original theses, while adding to MAXIMUS. year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3BESI $9B
