2 months ago
27
Ricardo Pillai
Thu, July 23, 2026 astatine 11:19 AM CDT 3 min read
Rewey Asset Management, an concern absorption firm, released its "RAM Smid Composite" capitalist missive for the 2nd 4th of 2026. A transcript of the missive tin be downloaded here. Rewey Asset Management, an concern absorption firm, released its "RAM Smid Composite" capitalist missive for the 2nd 4th of 2026. RAM Smid Composite gained 20.06% successful the 2nd 4th of 2026, outperforming the Russell 2500 Value Total Return Index's 18.50% return, portion twelvemonth to day show reached 31.15% versus 24.16% for the benchmark. The steadfast views the Russell 2500 Value's outperformance of the S&P 500's 15.20% and the Magnificent 7's 11.7% gains arsenic grounds of a continued rotation toward undervalued tiny and smid headdress stocks. Economic maturation moderated aft archetypal 4th GDP was revised. Capital markets remained strong, with IPOs raising $104 cardinal crossed 48 deals. In addition, delight cheque the Composite's apical 5 holdings to cognize its champion picks successful 2026.
In its second-quarter 2026 capitalist letter, Rewey Asset Management highlighted Vontier Corporation (NYSE:VNT). Vontier Corporation (NYSE:VNT) is simply a exertion institution that provides mobility ecosystem solutions worldwide. On July 22, 2026, Vontier Corporation (NYSE:VNT) closed astatine $30.19 per share. One-month instrumentality of Vontier Corporation (NYSE:VNT) was -0.93% and its shares gained -23.3% implicit the past 52 weeks. Vontier Corporation (NYSE:VNT) has a marketplace capitalization of $4.25 cardinal and 52 week scope betwixt $27.25 - $48.20.
Rewey Asset Management stated the pursuing regarding Vontier Corporation (NYSE:VNT) successful its Q2 2026 capitalist letter:
"We initiated a presumption successful Vontier Corp. (NYSE: VNT), a $4.2 cardinal concern exertion institution that provides fueling equipment, outgo systems, and automotive repair tools. Although Vontier became an autarkic institution lone aft its 2020 spin-off from Fortive (itself spun from Danaher successful 2016), its portfolio includes well-established brands specified arsenic Gilbarco Veeder-Root and Matco.
At quarter-end, VNT shares were trading astatine $29.00, good beneath their February precocious of $42.10. Shares fell sharply pursuing 1Q26 results, contempt net and revenues gathering expectations. We judge investors overreacted to a humble simplification successful gross guidance, which was driven by the announced divestiture of the Teletrac Navman business, portion full-year EPS guidance remained unchanged. In our view, this weakness created an charismatic accidental to put successful a high-quality concern institution that continues to payment from the disciplined productivity and superior allocation model of the Danaher Business System, generates beardown escaped currency flow, has importantly reduced its leverage, and is deploying superior aggressively done stock repurchases..." (Click present to work the afloat text)
English (CA) · 
English (US) · 
Spanish (MX) ·