Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersAriel FundJLL Jones Lang LaSalle Real EstateReal Estate Services Bull NYSECapital markets, Fee revenue, operational efficiency, property management, Real Estate Services, Transaction Services, Work Dynamics
Sep 30, 2024Fund LettersAriel FundLAZ Lazard Inc. FinancialsInvestment Banking & Brokerage Bull NYSEActive Strategies, asset management, Discount Valuation, Financial advisory, investment banking, Value
Sep 30, 2024Fund LettersAriel FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSEcommercial real estate, Cyclical, Flooring, home construction, manufacturing, Residential Remodeling, Value
Sep 30, 2024Fund LettersAriel Appreciation FundSCHW Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull NYSEBrokerage, Cash Balances, Customer Lending, FDIC Insurance, Scale Advantages, TD Ameritrade, wealth management
Sep 30, 2024Fund LettersAriel Appreciation FundCLB Core Laboratories Inc EnergyOil & Gas Equipment & Services Neutral NYSEAsia-Pacific, debt reduction, Free Cash Flow, International Growth, Middle East, Oil Services, Reservoir Description
Sep 30, 2024Fund LettersAriel Appreciation FundNOV NOV Inc EnergyOil & Gas Equipment & Services Bull NYSEbacklog conversion, capital return, dividend, international markets, offshore drilling, Oil & Gas Equipment, share repurchase
Sep 30, 2024Fund LettersAriel Appreciation FundCBRE CBRE Group Inc Real EstateReal Estate Services Bull NYSEAcquisitions, advisory services, commercial real estate, Free Cash Flow, property management, Real Estate Services, Workplace Solutions
Sep 30, 2024Fund LettersAriel Appreciation FundLAZ Lazard Inc FinancialsInvestment Banking & Brokerage Bull NYSEActive Strategies, asset management, Financial advisory, investment banking, M&A, Revenue Growth, valuation discount
Sep 30, 2024Fund LettersAriel Appreciation FundSWK Stanley Black & Decker IndustrialsIndustrial Machinery Bull NYSEconsumer demand, Industrial, manufacturing, margin expansion, Outdoor Equipment, Tools, transformation
Sep 30, 2024Fund LettersAriel International FundTSCO.L Tesco plc Consumer StaplesFood & Staples Retailing Bull London Stock ExchangeFood Retail, market share, marketplace, operating margins, retail media, United Kingdom, value proposition
Sep 30, 2024Fund LettersAriel International FundPUB.PA Publicis Groupe SA Communication ServicesAdvertising Bull Euronext Parisadvertising, Data Analytics, digital platform, france, Marketing communications, Revenue Growth, technology
Sep 30, 2024Fund LettersAriel International Fund005930.KS Samsung Electronics Company, Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeArtificial Intelligence, Display, Diversified Business, Foundry, High-Bandwidth Memory, Memory, semiconductors, South Korea
Sep 30, 2024Fund LettersAriel International FundSTLA Stellantis N.V. Consumer DiscretionaryAutomobile Manufacturers Bull NYSEautomotive, Electric Vehicles, global footprint, inventory management, operational excellence, profitability, shareholder returns
Sep 30, 2024Fund LettersAriel International FundFUJHY Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull OTCautomotive, Business fundamentals, Electric Vehicles, foreign exchange, Incentives, Japan, market share
Sep 30, 2024Fund LettersAriel International FundSNY Sanofi Health CarePharmaceuticals Bull NASDAQClinical trials, Dermatitis, Dupixent, france, Immunology, pharmaceuticals, pipeline, vaccines
Sep 30, 2024Fund LettersAriel International FundCHKP Check Point Software Technologies Ltd. Information TechnologySystems Software Bull NASDAQbillings growth, capital allocation, cloud security, cybersecurity, Israel, Platform adoption, profitability, Software
Sep 30, 2024Fund LettersAriel International FundJD JD.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAdvertising Monetization, China, consumer spending, e-commerce, retail, Stimulus, supply chain, Third-party marketplace
Sep 30, 2024Fund LettersAriel Global FundWAL Western Alliance Bancorp FinancialsRegional Banks Bull NYSEbalance sheet, Banking Crisis, Credit Concerns, Deposit Costs, diversified portfolio, recovery, regional bank, restructuring
Sep 30, 2024Fund LettersAriel Global FundTSCDY Tesco plc Consumer StaplesFood Retail Bull London Stock Exchangecompetitive dynamics, Food Retail, market share, marketplace, operating margins, Pricing, retail media, UK
Sep 30, 2024Fund LettersAriel Global FundPUB.PA Publicis Groupe SA Communication ServicesAdvertising Bull Euronext Parisadvertising, Data Analytics, digital platform, Digital transformation, france, Marketing, Revenue Growth, technology

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