Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersThird Avenue Real Estate Value FundBYG.L Big Yellow Group PLC Real EstateSpecialized REITs Bull London Stock Exchangeconsolidation, London, Operational Leverage, REIT, Self-storage, UK Real Estate, Vacancy Fill-up, Value
Dec 31, 2024Fund LettersThird Avenue Real Estate Value FundBKG.L The Berkeley Group Holdings PLC Real EstateReal Estate Development Bull London Stock Exchangecapital allocation, land bank, London Housing, net cash, Residential Development, Supply Constrained, UK Real Estate, Value
Dec 31, 2024Fund LettersThird Avenue Small-Cap Value FundFPH Five Point Holdings Real EstateReal Estate Development Bull NYSEbook value discount, California, Coastal Real Estate, Equity, land development, Mixed-use Communities, real estate development, turnaround
Dec 31, 2024Fund LettersThird Avenue Small-Cap Value FundAMBC Ambac Financial Group FinancialsMulti-line Insurance Bull NASDAQasset-light business, business transformation, Equity, Excess & Surplus, Managing General Agent, Multi-line Insurance, Resource Conversion, Tax Loss Carryforwards
Dec 31, 2024Fund LettersThird Avenue Small-Cap Value FundOCFC OceanFirst Financial FinancialsRegional Banks Bull NASDAQbook value discount, commercial real estate, Consolidation Target, deposit base, Equity, investment grade, regional banks
Dec 31, 2024Fund LettersAriel Appreciation FundWBA Walgreens Boots Alliance, Inc. Consumer StaplesDrug Retail Bull NASDAQDrug Retail, Healthcare services, Nationwide Footprint, Pharmacy, private equity, strategic assets, value play
Dec 31, 2024Fund LettersAriel Appreciation FundIPG Interpublic Group of Companies, Inc. Communication ServicesAdvertising Bull NYSEadvertising, Data Analytics, digital advertising, M&A, Marketing Services, Strategic Combination, Technology Platforms
Dec 31, 2024Fund LettersAriel Appreciation FundMSGE Madison Square Garden Entertainment Corp. Communication ServicesEntertainment Bull NYSEcash flow, deleveraging, Entertainment Assets, Iconic Venues, Live entertainment, Private Market Value, Sponsorship
Dec 31, 2024Fund LettersAriel Appreciation FundSWK Stanley Black & Decker, Inc. IndustrialsIndustrial Machinery & Supplies & Components Bull NYSEconsumer demand, Cost Reduction, Cyclical Recovery, industrial tools, margin expansion, operational efficiency, transformation
Dec 31, 2024Fund LettersAriel Appreciation FundCG Carlyle Group Inc. FinancialsAsset Management & Custody Banks Bull NASDAQalternative assets, asset management, Capital markets, Discount Valuation, fee growth, private equity, Share Buybacks
Dec 31, 2024Fund LettersAriel Appreciation FundNTRS Northern Trust Corporation FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Conservative, financial services, High Barriers, operational efficiency, Trust Services, wealth management
Dec 31, 2024Fund LettersAriel Appreciation FundGS Goldman Sachs Group, Inc. FinancialsInvestment Banking & Brokerage Bull NYSEasset management, Bull market, Deregulation, financial services, investment banking, M&A, Trading
Dec 31, 2024Fund LettersAriel Focus FundSLB Schlumberger NV EnergyOil & Gas Equipment & Services Bull NYSEDigital Tools, Drilling, Energy Services, energy transition, National Oil Companies, Oil & Gas, oilfield services, Reservoir
Dec 31, 2024Fund LettersAriel Focus FundGold Barrick Gold Corporation MaterialsGold Bull NYSEAfrica, capital returns, commodity prices, gold mining, Mining Operations, operational efficiency, Precious Metals, valuation
Dec 31, 2024Fund LettersAriel Focus FundLMT Lockheed Martin Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, capital allocation, Defense, Defense Contractor, F-35, government contracts, Military, Order Backlog
Dec 31, 2024Fund LettersAriel Focus FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Furnishing Retail Bull NYSEBuilding materials, Commercial Construction, Cost Restructuring, Cyclical, Flooring, Housing, Remodeling, Residential
Dec 31, 2024Fund LettersAriel Focus FundREZI Resideo Technologies, Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, connected devices, product innovation, Residential, Security, Smart home, thermal solutions, transformation
Dec 31, 2024Fund LettersAriel Focus FundGS Goldman Sachs Group, Inc. FinancialsInvestment Banking & Brokerage Bull NYSEasset management, banking, Deregulation, financial services, investment banking, M&A, Trading, Wall Street
Dec 31, 2024Fund LettersAriel Focus FundSNA Snap-on Incorporated IndustrialsIndustrial Machinery Bull NYSEautomotive, Hand Tools, Industrial Equipment, manufacturing, Oem, Repair Industry, technology, Tools
Dec 31, 2024Fund LettersAriel FundMSGE Madison Square Garden Entertainment Corp. Communication ServicesEntertainment Bull NYSEcash flow, Discount Valuation, entertainment, hospitality, live events, Sponsorship, Venues

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