Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersFMI Small Cap EquityFN Fabrinet Information TechnologyElectronic Manufacturing Services Neutral NYSEAI infrastructure, Customer concentration, Datacom, Electronic Manufacturing, High Complexity Manufacturing, NVIDIA, Optical-Components, Telecom, Valuation Discipline
Sep 30, 2024Fund LettersFMI Small Cap EquityARMK Aramark Consumer DiscretionaryDiversified Consumer Services Bull NYSEdefensive, Facilities Management, Food Services, Margin recovery, market share gains, operating leverage, Scale Advantages, supply chain, turnaround
Sep 30, 2024Fund LettersFMI All Cap EquityDG Dollar General Corp Consumer DiscretionaryGeneral Merchandise Stores Bear NYSEConsumer Trade-Down, discount retail, exit strategy, Failed Thesis, inflation impact, management issues, Value retail
Sep 30, 2024Fund LettersFMI All Cap EquityARMK Aramark Consumer DiscretionaryDiversified Consumer Services Bull NYSEdefensive, Facilities Management, Food Services, Margin recovery, market share gains, Post-Pandemic Recovery, Scale Advantages, turnaround
Sep 30, 2024Fund LettersFMI Large Cap EquityDG Dollar General Corp Consumer DiscretionaryGeneral Merchandise Stores Bear NYSEConsumer Trade-Down, Defensive Consumer, discount retail, execution risk, inflation impact, management issues, Value retail
Sep 30, 2024Fund LettersFMI Large Cap EquityARMK Aramark Consumer DiscretionaryDiversified Consumer Services Bull NYSEdefensive, Facilities Management, Food Services, Margin recovery, market share gains, operating leverage, Scale Advantages, turnaround, Value
Sep 30, 2024Fund LettersFMI International EquityBARN.SW Barry Callebaut AG Consumer StaplesFood Products Neutral SIX Swiss ExchangeChocolate Manufacturing, consumer staples, defensive, Equity, exit, Food Ingredients, restructuring, Swiss
Sep 30, 2024Fund LettersFMI International EquitySIE.DE Siemens AG IndustrialsIndustrial Conglomerates Bull XETRAconglomerate, Digital Industries, discounted valuation, Equity, European, Industrial automation, transformation
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyWEX WEX Inc Information TechnologyData Processing & Outsourced Services Bull NYSEFintech, Fleet Management, Healthcare Benefits, high-margin, market leader, organic growth, Payment Solutions, Payments Outsourcing, recurring revenue, Travel Payments
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyCLB Core Laboratories Inc EnergyOil & Gas Equipment & Services Neutral NYSEAsia-Pacific, Completion Services, debt reduction, Drilling Services, Free Cash Flow, International Growth, Middle East, Oil Services, ROIC, West Africa
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Holdings Inc Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAdventure Travel, Disney Partnership, Expedition Cruising, fleet-expansion, Galapagos, Lodge Operations, Luxury Travel, National Geographic, Safari, Tourism Niche
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyLESL Leslie's Inc Consumer DiscretionarySpecialty Retail Bull NASDAQcustomer experience, direct-to-consumer, inventory management, new CEO, Pool care, Spa Care, Specialty retail, turnaround, vertical integration, Weather Sensitivity
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyMHK Mohawk Industries Inc Consumer DiscretionaryHome Furnishings Bull NYSECommercial Projects, construction, Cyclical Recovery, Flooring, home furnishings, margin expansion, Material Costs, productivity, Residential Remodeling, share repurchase
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyLAZ Lazard Inc FinancialsInvestment Banking & Brokerage Bull NYSEActive Strategies, asset management, Financial advisory, investment banking, M&A Advisory, Private Market Value, rate cuts, Revenue Growth, Specialty Offerings
Sep 30, 2024Fund LettersAriel Small Cap Value StrategyJLL Jones Lang LaSalle Incorporated Real EstateReal Estate Services Bull NYSECapital markets, commercial real estate, Fee revenue, Leasing, operational efficiency, property management, Real Estate Services, Transaction Services, Work Dynamics
Sep 30, 2024Fund LettersAriel FundMIDD The Middleby Corporation IndustrialsIndustrial Machinery Bull NASDAQAutomation, Cyclical Recovery, Food Equipment, Food service, innovation, manufacturing, restaurant industry
Sep 30, 2024Fund LettersAriel FundBIO Bio-Rad Laboratories Inc. Health CareLife Sciences Tools & Services Bull NYSEdiagnostics, global diversification, healthcare, Laboratory Equipment, life sciences, market leadership, recurring revenue
Sep 30, 2024Fund LettersAriel FundCLB Core Laboratories Inc. EnergyOil & Gas Equipment & Services Neutral NYSEcapital allocation, debt reduction, Drilling Services, energy, Free Cash Flow, International Growth, Oil Services
Sep 30, 2024Fund LettersAriel FundGNTX Gentex Corporation Consumer DiscretionaryAuto Parts & Equipment Bull NASDAQAuto parts, automotive, Cyclical, Free Cash Flow, Mirrors, Niche Franchise, technology innovation
Sep 30, 2024Fund LettersAriel FundLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQdirect-to-consumer, New Leadership, Pool care, Spa Care, Specialty retail, turnaround, vertical integration

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