Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Mar 31, 2024Fund LettersAriel International FundFME.DE Fresenius Medical Care AG Health CareHealth Care Equipment & Supplies Bull Frankfurt Stock ExchangeDemographics, Dialysis, German, GLP-1, healthcare, Renal Disease
Mar 31, 2024Fund LettersAriel International Fund7832.T Bandai Namco Holdings Inc. Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeAnime, entertainment, Free Cash Flow, Gaming, Intellectual Property, Japanese, Toys
Mar 31, 2024Fund LettersAriel International FundSTLA Stellantis N.V. Consumer DiscretionaryAutomobile Manufacturers Bull New York Stock Exchangeautomotive, China, commercial vehicles, Electric Vehicles, Free Cash Flow, Merger Synergies, Middle East, South America
Mar 31, 2024Fund LettersAriel International FundDTG.DE Daimler Truck Holding AG IndustrialsConstruction & Farm Machinery & Heavy Trucks Bull Frankfurt Stock Exchangecommercial vehicles, Cyclical, Free Cash Flow, German, Margins, Mercedes-Benz, trucks
Mar 31, 2024Fund LettersAriel International Fund7270.T Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock Exchangeautomotive, Electric Vehicles, Japanese, North America, Production Recovery, semiconductors

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