CSG Systems (CSGS, Financial) offers customer service and revenue management software and services, primarily tothe telecom industry. Revenue is mostly recurring and non-cyclical. The company continues to diversify its customer base, grow organically, and return cash to shareholders. They recently confirmed 2022 guidance.
From Steven Scruggs (Trades, Portfolio)' FPA Queens Road Small Cap Value Fund second-quarter 2022 letter.
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