Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersDesert Lion CapitalSDO SJ Stadio Consumer DiscretionaryEducation Services Bull JSEasset-light, cash generation, Education Services, For-Profit Education, growth, Higher Education, operating leverage, South Africa, Structural Tailwinds
Mar 31, 2025Fund LettersMadison Mid Cap FundTREX Trex Company MaterialsBuilding Products Bull NYSEBuilding Products, composite decking, Housing, manufacturing, Market Share Conversion, Scale Advantages, secular growth
Mar 31, 2025Fund LettersMadison Mid Cap FundKNSL Kinsale Capital Group FinancialsProperty & Casualty Insurance Bull NASDAQE&S Insurance, founder-led, growth, Owner operator, specialty insurance, technology platform, underwriting
Mar 31, 2025Fund LettersMadison Dividend Income FundHON Honeywell International Inc IndustrialsIndustrial Conglomerates Bull NASDAQActivist Investment, Aerospace, aftermarket services, Building Automation, Corporate Spinoff, Dividend Growth, industrial conglomerates, recurring revenue, Relative Yield, Safety Solutions, Value
Mar 31, 2025Fund LettersAristotle Atlantic Core Equity StrategyADI Analog Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAnalog, Automotive electrification, Edge computing, Equity, Factory Automation, Free Cash Flow, IoT, mixed-signal, semiconductors, sustainable energy
Mar 31, 2025Fund LettersAriel Appreciation FundSLB Schlumberger N.V. EnergyOil, Gas & Consumable Fuels Bull NYSEDigital Tools, energy technology, energy transition, Oil & Gas, oilfield services, Production Enhancement, Reservoir Characterization
Mar 31, 2025Fund LettersAriel Appreciation FundOSW OneSpaWorld Holdings Limited Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQcapital returns, Cruise Services, debt reduction, Destination Resorts, Health & Wellness, Spa Services, Travel & Leisure
Mar 31, 2025Fund LettersAriel Appreciation FundNCLH Norwegian Cruise Line Holdings Ltd. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEConsumer Discretionary, Cost management, Cruise lines, Leverage reduction, Onboard Spending, Tourism Recovery, Travel & Leisure
Mar 31, 2025Fund LettersAriel Appreciation FundKN Knowles Corporation Information TechnologyElectronic Components Bull NYSEAudio Components, Electronic Components, Hearing Health, medical technology, Micro-Acoustics, Precision Devices, Specialty Films
Mar 31, 2025Fund LettersAriel Appreciation FundBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull NYSEAcademic Research, Biotech Tools, Diagnostic Equipment, Healthcare Technology, Laboratory Equipment, life sciences, recurring revenue
Mar 31, 2025Fund LettersAriel Appreciation FundADT ADT, Inc. IndustrialsSecurity & Alarm Services Bull NYSEcustomer retention, debt reduction, Home automation, security services, Smart home, Strategic Partnerships, subscription model
Mar 31, 2025Fund LettersAriel Appreciation FundMIDD The Middleby Corporation IndustrialsIndustrial Machinery Bull NASDAQActivist Investment, Automation, Commercial Foodservice, Food Equipment, industrial machinery, portfolio optimization, Restaurant Equipment
Mar 31, 2025Fund LettersAriel Appreciation FundMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQConsumer Discretionary, Entertainment Franchises, Free Cash Flow, Intellectual Property, Media Content, Share Buybacks, Toy Manufacturer
Mar 31, 2025Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI capabilities, Artificial Intelligence, Cloud computing, cloud infrastructure, Database Software, double-digit growth, Enterprise software, generative AI, Technology leader
Mar 31, 2025Fund LettersAriel Focus FundBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull NYSEAcademic Research, Biological Testing, biopharma, Laboratory Equipment, life sciences, NIH Funding, operating margins, recurring revenue, Research Infrastructure
Mar 31, 2025Fund LettersAriel Focus FundREZI Resideo Technologies, Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, Connected Solutions, product innovation, Residential Solutions, secular growth, Smart home, Snap One, synergies, Tariff mitigation, Underappreciated Earnings
Mar 31, 2025Fund LettersAriel Focus FundSJM J.M. Smucker Company Consumer StaplesPackaged Foods & Meats Bull NYSEConsumer Food Products, Five-pillar Plan, Hostess, Iconic Brands, innovation, Marketing Investments, Packaged Foods, productivity, Total Shareholder Return
Mar 31, 2025Fund LettersAriel Focus FundCVX Chevron Corporation EnergyIntegrated Oil & Gas Bull NYSEarbitration, energy production, global leader, Hess Corporation, Integrated Oil, Merger & Acquisition, Portfolio Enhancement, World-class Assets
Mar 31, 2025Fund LettersAriel Focus FundGold Barrick Gold Corporation MaterialsGold Bull NYSEcapital returns, Commodity Producer, Copper Production, dividend, gold mining, Mali, Mining Operations, Precious Metals, Share Buybacks
Mar 31, 2025Fund LettersAriel FundOSW OneSpaWorld Holdings Ltd. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQbalance sheet, capital returns, Cruise, debt reduction, Resort, Spa, Wellness

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