Royce Investment Partners
Royce IP
Small-cap
Jun 2025 → Jun 2025
Our archive holds 9 letters from this strategy, behind 7 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
9 letters in a year — follow all of Royce Investment Partners for every strategy.
Its investment theses
- Ashtead Technology HoldingsJun 2025Ashtead Technology Holdings is a leading provider of rental equipment for offshore oil & gas and wind industries, with strong growth prospects and a compelling valuation despite recent share price declines.
- Coveo SolutionsJun 2025Coveo Solutions is a promising software company focused on AI-driven enterprise search solutions, poised for growth with an attractive valuation despite current revenue challenges.
- CVS GroupJun 2025CVS Group is a leading UK veterinary healthcare provider with a loyal customer base, experiencing significant share price growth due to favorable market sentiment and ongoing consolidation opportunities.
- Healthcare Services GroupJun 2025Healthcare Services Group is the largest provider of housekeeping, laundry, and dietary services to nursing homes in the U.S., experiencing improved financial performance and raising its 2025 cash flow guidance following recent operational successes.
- Johns Lyng GroupJun 2025Johns Lyng Group is an integrated building services company in Australia that specializes in disaster recovery and essential services, benefiting from a scalable business model and consistent demand due to climate-related events.
- Quaker HoughtonJun 2025Quaker Houghton is demonstrating resilience and strategic growth through acquisitions, effectively navigating challenges in a fluctuating macroeconomic environment while maintaining stable volumes and positioning for future success.
- Kyndryl HoldingsJun 2025Kyndryl Holdings is the world's largest IT infrastructure services provider, recently transitioning from an IBM-focused cost center to a more diversified technology partner, experiencing a temporary revenue decline but expecting recovery.