Letters by company
Vontier Corp
2 letters discussing VNT. 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 credited Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group to improving semiconductor, automotive, specialty-chemical, aerospace and advisory-business fundamentals. The managers exited Kyndryl after deteriorating execution and disclosures, while retaining value-oriented exposure to insurers and other cash-generative businesses outside the AI trade. year-to-date period ended 6/30/26 AAP $2.6BAGO $3.3BANDG $6.3B
- 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
