Tweedy Browne Comments on Rubis
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David Herro Comments on Fluidra
Spanish-headquartered Fluidra (XMAD:FDR), purchased in mid-2019, develops and sells equipment for residential and commercial swimming swimming pools. In addition to completing a prosperous merger with U.S.-primarily based competitor Zodiac, Fluidra...
David Herro Comments on Software AG
Software AG (XTER:SOW), a German software and services technology company, was one of the Fund's largest detractors for the fourth quarter. In October, the company reported a ransomware attack conducted...
David Herro Comments on TIS
We added one new position during the quarter in TIS, Inc. (TSE:3626), the fourth-largest system integrator (SI) in Japan. SIs specialize in automation and in bringing together component subsystems so...
Royce International Premier Fund Comments on DiaSorin
The next-most effective contributor was DiaSorin (MIL:DIA), an Italian enterprise that develops in vitro diagnostic exams (IVDs). We have extensive been drawn to the IVD market's structural development, DiaSorin's rising...
Wally Weitz Comments on Heico
HEICO Corporation’s (NYSE:HEI.A) premier segment patterns, manufactures and sells FAA-approved jet engine and other aircraft substitute elements, normally at price tag factors underneath people presented by first equipment producers (OEMs)....