Letters by company
Msc Industrial Direct CO INC
1 letter discussing MSM. Everything written about it on this site is on its ticker page.
- Royce Investment Partners Royce Small-Cap Total Return Fund Manager Commentary Royce Small-Cap Total Return Fund attributes its lag versus the Russell 2000 Value Index largely to stock selection and limited exposure to AI-led technology names. It argues that holdings including Kulicke & Soffa, Advance Auto Parts and Element Solutions benefit from cyclical recoveries or secular demand, while retaining a contrarian focus on cash-generative old-economy businesses. Year-to-Date Through 6/30/26 AAP $2.6BBRSL $2BCBZ $3B