Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersAriel Small Cap Value StrategyLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQdirect-to-consumer, Pool care, scale advantage, seasonal business, Spa Care, Specialty retail, vertically integrated, Weather Normalization
Jun 30, 2024Fund LettersAriel Small Cap Value StrategyCLB Core Laboratories Inc. EnergyEnergy Equipment & Services Bull NYSEAsia-Pacific, Completion Diagnostics, Free Cash Flow, International Growth, laboratory services, Middle East, Oil Services, West Africa
Jun 30, 2024Fund LettersAriel Small Cap Value StrategyBCO Brink's Company IndustrialsCommercial Services & Supplies Bull NYSEATM Services, capital returns, Cash management, Digital Retail Solutions, Logistics, margin expansion, security services
Jun 30, 2024Fund LettersAriel Small Cap Value StrategyOSW OneSpaWorld Holdings Ltd. Consumer DiscretionarySpecialized Consumer Services Bull NASDAQConsumer Discretionary, Cruise Ships, Destination Resorts, Free Cash Flow, Leisure, Share Buybacks, Travel, Wellness Services
Jun 30, 2024Fund LettersAriel FundNVST Envista Holdings Corp. Health CareHealth Care Equipment & Supplies Bull NYSEChina, Dental, Facility Consolidation, Healthcare Equipment, IT Investments, manufacturing, R&D pipeline, Russia, turnaround, Value
Jun 30, 2024Fund LettersAriel FundLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQdirect-to-consumer, Pool care, scale advantage, Specialty retail, turnaround, Value, vertical integration, Weather Dependent
Jun 30, 2024Fund LettersAriel FundSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEConcert Residencies, entertainment, Experiential Venue, franchise, Immersive Technology, international expansion, Las Vegas, Sports Networks
Jun 30, 2024Fund LettersAriel FundADT ADT Inc. IndustrialsCommercial Services & Supplies Bull NYSEAutomation, Google partnership, margin expansion, Residential, Security, Smart home, State Farm, technology
Jun 30, 2024Fund LettersAriel FundATGE Adtalem Global Education Consumer DiscretionaryDiversified Consumer Services Bull NYSEEducation, Enrollment Growth, For-Profit Education, healthcare, Healthcare Worker Shortage, Medical Schools, Nursing
Jun 30, 2024Fund LettersAriel FundRCL Royal Caribbean Group Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEChina, Consumer Discretionary, Cruise, Leisure, Megaships, Pricing power, Tourism, Travel
Jun 30, 2024Fund LettersAriel Appreciation FundMIDD Middleby Corporation IndustrialsIndustrial Machinery Bull NASDAQAutomation, Efficiency Solutions, Food Equipment, Food service, Former Holding, innovation, New Position, Restaurant Equipment, secular trends
Jun 30, 2024Fund LettersAriel Appreciation FundAMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, Consumer brands, Disney Princesses, Film Projects, Free Cash Flow, Hot Wheels, margin expansion, Toy Manufacturing, TV Projects, undervalued
Jun 30, 2024Fund LettersAriel Appreciation FundCRL Charles River Laboratories International, Inc. Health CareLife Sciences Tools & Services Bull NYSEbiopharmaceutical, cell therapy, contract research, Drug Discovery, gene therapy, Manufacturing Solutions, margin expansion, Research Models, Scientific Innovation
Jun 30, 2024Fund LettersAriel Appreciation FundWBA Walgreens Boots Alliance, Inc. Consumer StaplesDrug Retail Bull NASDAQCEO transition, cost savings, debt reduction, Drug Retail, Free Cash Flow, Healthcare Integration, margin expansion, retail footprint, turnaround
Jun 30, 2024Fund LettersAriel Appreciation FundGS Goldman Sachs Group, Inc. FinancialsInvestment Banking & Brokerage Bull NYSEcapital management, dividend, Equities Trading, Expense Management, FICC Trading, investment banking, Platform Solutions, regulatory capital, strategic initiatives
Jun 30, 2024Fund LettersAriel Appreciation FundCLB Core Laboratories, Inc. EnergyOil & Gas Equipment & Services Bull NYSEAsia-Pacific, debt reduction, Diagnostic Solutions, Free Cash Flow, International Growth, laboratory services, Middle East, Oil Services, West Africa
Jun 30, 2024Fund LettersAriel International FundIFX.DE Infineon Technologies AG Information TechnologySemiconductors & Semiconductor Equipment Bull XETRAAdas, automotive, data centers, energy efficiency, EV, German Technology, Power Semiconductors, renewable energy
Jun 30, 2024Fund LettersAriel International FundEMAAR.DU Emaar Properties PJSC Real EstateReal Estate Management & Development Bull Dubai Financial Marketcash flow, Dubai, Expatriates, MENA, post-COVID recovery, Real Estate, Tourism, valuation discount
Jun 30, 2024Fund LettersAriel International FundBAWG.VI BAWAG Group AG FinancialsBanks Bull Vienna Stock ExchangeAustrian Bank, capital returns, consumer finance, Cost efficiency, European Banking, Free Cash Flow, M&A
Jun 30, 2024Fund LettersAriel International FundCS.PA AXA SA FinancialsInsurance Bull Euronext ParisDiscount to peers, Europe, Insurance, margin expansion, Non-life, recurring revenue, Value

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