Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersAriel Global FundCMA Comerica, Inc. FinancialsRegional Banks Bull NYSECommercial Banking, Deposits, Interest rates, Loans, regional bank, risk/reward, valuation, wealth management
Sep 30, 2024Fund LettersAriel Global FundSTLA Stellantis N.V. Consumer DiscretionaryAutomobile Manufacturers Bull NYSEautomotive, buybacks, dividends, Electric Vehicles, Global, Inventory, operational excellence, profitability
Sep 30, 2024Fund LettersAriel Global Fund7270.T Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock Exchangeautomotive, Electric Vehicles, foreign exchange, fundamentals, Incentives, Japan, market share
Sep 30, 2024Fund LettersAriel Global Fund005930.KS Samsung Electronics Company, Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeAI infrastructure, Displays, Foundry, HBM, Korea, Memory, semiconductors, Smartphones
Sep 30, 2024Fund LettersAriel Global FundSNY Sanofi Health CarePharmaceuticals Bull NASDAQClinical trials, Dermatitis, Dupixent, france, Immunology, pharmaceuticals, pipeline, vaccines
Sep 30, 2024Fund LettersAriel Global FundCHKP Check Point Software Technologies Ltd. Information TechnologySystems Software Bull NASDAQbillings growth, capital allocation, cloud security, cybersecurity, Israel, platform, profitability, Software
Sep 30, 2024Fund LettersAriel Global FundJD JD.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, China, consumer spending, e-commerce, marketplace, retail, Stimulus, supply chain
Sep 30, 2024Fund LettersAriel Focus FundBIO Bio-Rad Laboratories Inc. Health CareLife Sciences Tools & Services Bull NYSEClinical Diagnostics, global diversification, healthcare, innovation, Laboratory Equipment, life sciences, market dominance, recurring revenue
Sep 30, 2024Fund LettersAriel Focus FundMOS Mosaic Company MaterialsFertilizers & Agricultural Chemicals Bull NYSEAgricultural, Commodity Cyclical, Crop Nutrients, Fertilizers, Free Cash Flow, Phosphate, Potash, Share Buybacks
Sep 30, 2024Fund LettersAriel Focus FundCLB Core Laboratories Inc. EnergyOil & Gas Equipment & Services Neutral NYSEAsia-Pacific, Cyclical, debt reduction, Free Cash Flow, International Growth, Middle East, Oil Services, Return on capital
Sep 30, 2024Fund LettersAriel Focus FundAPA APA Corporation EnergyOil & Gas Exploration & Production Bull NASDAQAsset Optimization, capital allocation, Cyclical, energy, Exploration & Production, Free Cash Flow, Oil & Gas, Permian Basin
Sep 30, 2024Fund LettersAriel Focus FundLMT Lockheed Martin Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, Defense Contractor, Defense spending, engineering, F-35, government contracts, Sustainment
Sep 30, 2024Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEArtificial Intelligence, cloud infrastructure, data centers, Database Software, Enterprise software, growth, Multi Cloud, technology
Sep 30, 2024Fund LettersAriel Focus FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSECommercial Construction, Cyclical Recovery, Flooring, manufacturing, margin expansion, residential construction, share repurchases, Value
Sep 30, 2024Fund LettersArtisan Focus FundCEG Constellation Energy Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQArtificial Intelligence, clean energy, data centers, Electric Vehicles, Grid Infrastructure, Independent Power Producer, Manufacturing reshoring, Microsoft partnership, Nuclear Power, Unregulated Markets
Sep 30, 2024Fund LettersApis Global Discovery FundHNRG Hallador Energy Company UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQCapacity Market, Coal Power, data centers, energy transition, Equity, Independent Power Producer, MISO Region, Power Purchase Agreement, utilities
Sep 30, 2024Fund LettersApis Global Discovery FundTLN Talen Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQAI infrastructure, data centers, energy transition, Equity, Independent Power Producer, Nuclear Power, Power Purchase Agreement, Share Buybacks, utilities
Sep 30, 2024Fund LettersAristotle Atlantic Core Equity StrategyICE Intercontinental Exchange FinancialsFinancial Exchanges & Data Bull NYSEdata centers, electricity demand, Energy Futures, Financial Exchanges, Housing recovery, Interest Rate Futures, Mortgage Technology
Sep 30, 2024Fund LettersAristotle Atlantic Core Equity StrategyTT Trane Technologies IndustrialsBuilding Products Bull NYSEClimate Solutions, Commercial Buildings, Cooling Systems, data centers, energy efficiency, HVAC, Residential Recovery
Sep 30, 2024Fund LettersAristotle Atlantic Core Equity StrategyHAL Halliburton EnergyOil & Gas Equipment & Services Bull NYSEcyclical trough, industry consolidation, international markets, natural gas, North America, Offshore, Oil Services, valuation

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