Keeley Gabelli Mid Cap Dividend Fund on Ralliant Corp.
Thesis
Ralliant supplies sensors and test-and-measurement systems to military and industrial customers. Strong first-quarter results restored investor confidence after a weaker outlook earlier in the year, and both segments posted double-digit organic growth. Missile-sensor demand is being supported by U.S. efforts to rebuild stockpiles.
“Both reporting segments saw double-digit organic revenue growth.”