Letters by company

Murata Manufacturing Inc

1 letter discussing MRAAY. Everything written about it on this site is on its ticker page.

Cambiar Investors Cambiar International Equity Fund Commentary Cambiar International Equity Fund lagged its benchmark as an underweight technology allocation missed an AI-driven semiconductor rally, while patient holdings in Nintendo, Coloplast and MonotaRo hurt shorter-term results. The team added Canadian National Railway and MTU Aero Engines, sold Barry Callebaut, Icon and UCB, and maintained a diversified, valuation-conscious approach with greater Industrials exposure. 2Q 2026 CNI $72BICLR $13BLDNXF $52B