Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersRiverwater Micro Opportunities StrategyCRAI CRA International Inc IndustrialsResearch & Consulting Services Bull NASDAQantitrust, Consulting, Economic Consulting, M&A Advisory, professional services, Regulatory, Utilization Rate
Mar 31, 2024Fund LettersRiverwater Micro Opportunities StrategyASLE AerSale Corporation IndustrialsAerospace & Defense Bear NASDAQAerospace, aftermarket services, Aircraft Parts, Aviation, Cargo Conversion, MRO services
Mar 31, 2024Fund LettersRiverwater Micro Opportunities StrategyPGY Pagaya Technologies Ltd Information TechnologyApplication Software Bear NASDAQAI, Asset-backed securities, Credit Technology, Fintech, lending platform, machine learning, SPAC
Mar 31, 2024Fund LettersAriel FundNVST Envista Holdings Corp. Health CareHealth Care Equipment & Supplies Neutral NYSEChina, Dental Equipment, Facility Consolidation, healthcare, leadership transition, manufacturing, R&D pipeline, Russia
Mar 31, 2024Fund LettersAriel FundATGE Adtalem Global Education Consumer DiscretionaryDiversified Consumer Services Bull NYSEfederal funding, For-Profit Education, Healthcare education, Healthcare Worker Shortage, margin expansion, Nursing Degrees, Student Enrollment
Mar 31, 2024Fund LettersAriel FundPARA Paramount Global Communication ServicesMedia Bull NASDAQContent, cost optimization, Free Cash Flow, governance concerns, Linear TV, media, Paramount+, Streaming
Mar 31, 2024Fund LettersAriel FundMSGE Madison Square Garden Entertainment Corp. Communication ServicesEntertainment Bull NYSEcash flow, Chicago, Concerts, deleveraging, Iconic Venues, Live entertainment, New York, Theater
Mar 31, 2024Fund LettersAriel FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Furnishing Retail Bull NYSECommercial, construction, Cost management, Cyclical Recovery, Flooring, home improvement, manufacturing, Residential
Mar 31, 2024Fund LettersAriel FundSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEentertainment, Experiential, Immersive Technology, Las Vegas, live events, media, Sports Networks, Venue Operations
Mar 31, 2024Fund LettersAriel Appreciation FundBIO Bio-Rad Laboratories Inc. Health CareLife Sciences Tools & Services Bull NYSEBiological Testing, Bull, Dominant Market Share, global diversification, Laboratory Equipment, life sciences, recurring revenue
Mar 31, 2024Fund LettersAriel Appreciation FundNVST Envista Holdings Corp. Health CareHealth Care Equipment Bull NYSEBull, Dental Equipment, Facility Consolidation, Healthcare Technology, leadership transition, R&D pipeline, turnaround
Mar 31, 2024Fund LettersAriel Appreciation FundKN Knowles Corporation Information TechnologyElectronic Components Bull NYSEAcquisition Synergies, Audio Components, Bull, Cost Controls, Hearing Health, Market Leading, Precision Devices
Mar 31, 2024Fund LettersAriel Appreciation FundWBA Walgreens Boots Alliance, Inc. Consumer StaplesDrug Retail Bull NASDAQBull, cost savings, Drug Retail, Healthcare services, Management Change, Margin Improvement, turnaround
Mar 31, 2024Fund LettersAriel Appreciation FundMSGE Madison Square Garden Entertainment Corp. Communication ServicesEntertainment Bull NYSEBull, cash flow, deleveraging, Entertainment Venues, Event Bookings, Live entertainment, Premium Assets
Mar 31, 2024Fund LettersAriel Appreciation FundLAZ Lazard Ltd. FinancialsInvestment Banking & Brokerage Bull NYSEasset management, Bull, cost savings, financial services, investment banking, M&A Advisory, Revenue Growth
Mar 31, 2024Fund LettersAriel Appreciation FundNVT nVent Electric plc IndustrialsElectrical Components & Equipment Bull NYSEBull, data centers, electrical equipment, Electrification, Free Cash Flow, infrastructure, margin expansion
Mar 31, 2024Fund LettersAriel International FundSIE.DE Siemens AG IndustrialsIndustrial Conglomerates Bull Frankfurt Stock ExchangeDigitalization, energy transition, Free Cash Flow, German Conglomerate, Industrial automation, Portfolio simplification
Mar 31, 2024Fund LettersAriel International FundJD JD.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQChinese, e-commerce, First-party Model, Logistics, Macro Recovery, Third-party Platform
Mar 31, 2024Fund LettersAriel International FundAPTV Aptiv PLC Consumer DiscretionaryAuto Parts & Equipment Bull New York Stock Exchangeautomotive technology, autonomous driving, Chinese OEMs, Electrification, Safety Systems, valuation discount
Mar 31, 2024Fund LettersAriel International FundELE.MC Endesa S.A. UtilitiesElectric Utilities Bull Madrid Stock ExchangeCoal Shutdown, dividend, energy transition, ESG, renewables, Spanish, utilities

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