Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Mar 31, 2024Fund LettersAriel Focus FundSJM J.M. Smucker Co. Consumer StaplesPackaged Foods & Meats Bull NYSEcapital allocation, consumer staples, defensive, Food Products, Free Cash Flow, Iconic Brands, Pricing power
Mar 31, 2024Fund LettersAriel Focus FundCLB Core Laboratories NV EnergyOil & Gas Equipment & Services Bull NYSEasset-light, contrarian, Cost Reduction, geopolitical, Oil Services, Reservoir Description, Value
Mar 31, 2024Fund LettersAriel Focus FundREZI Resideo Technologies, Inc. IndustrialsBuilding Products Bull NYSEconnected devices, distribution network, Residential, secular growth, Security, Smart home, thermal solutions
Mar 31, 2024Fund LettersAriel Focus FundPHIN Phinia Inc. IndustrialsAuto Parts & Equipment Bull NYSEaftermarket, Auto parts, automotive, capital returns, Fuel Systems, Industrial, operational efficiency
Mar 31, 2024Fund LettersAriel Focus FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Furnishings Bull NYSECommercial Construction, Cyclical, Flooring, home improvement, manufacturing, residential construction, Value
Mar 31, 2024Fund LettersDiamond Hill Small-Mid Cap StrategyPRGO Perrigo Health CarePharmaceuticals Bull NYSEcompetitive moat, Consumer healthcare, Manufacturing Scale, Over-the-counter, pharmaceuticals, Private-label, Regulatory Complexity
Mar 31, 2024Fund LettersDiamond Hill Small-Mid Cap StrategyGNRC Generac Holdings IndustrialsElectrical Components & Equipment Bull NYSEelectrical equipment, energy solutions, Grid Instability, market leadership, Power generation, Residential, Standby Power
Mar 31, 2024Fund LettersDiamond Hill Small-Mid Cap StrategyWNS WNS Holdings Information TechnologyIT Consulting & Other Services Bull NYSEArtificial Intelligence, Business Process Management, Client Implementation, India, IT services, Technology Adaptation
Mar 31, 2024Fund LettersDiamond Hill Small-Mid Cap StrategyWCC WESCO International IndustrialsTrading Companies & Distributors Bull NYSEElectrification, Industrial distribution, market share, Merger Integration, Re-shoring, Scale Advantages, supply chain

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