Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersArtisan Global DiscoveryADYEN Adyen NV Information TechnologyData Processing & Outsourced Services Bear Euronext AmsterdamCompetitive pressure, e-commerce, Fintech, Netherlands, payment processing, Payments, Pricing power
Sep 30, 2023Fund LettersArtisan Global DiscoveryTEAM Atlassian Corp Information TechnologyApplication Software Bull NASDAQAustralia, cloud migration, collaboration software, recurring revenue, SaaS, Software Tools, Team Productivity
Sep 30, 2023Fund LettersArtisan Global DiscoveryARGX Argenx SE Health CareBiotechnology Bull NASDAQAutoimmune, biotechnology, CIPD, Commercial Stage, Fcrn, FDA approval, Myasthenia Gravis, Platform Therapy
Sep 30, 2023Fund LettersAriel Appreciation FundAXTA Axalta Coating Systems, Ltd. MaterialsSpecialty Chemicals Bull NYSEautomotive, Coatings, ERP implementation, margin expansion, market share, Mobility Coatings, Raw Materials, Refinishing, specialty chemicals, Vehicle Production
Sep 30, 2023Fund LettersAriel Appreciation FundGNRC Generac Holdings, Inc. IndustrialsElectrical Components & Equipment Bull NYSEclimate change, Commercial, Free Cash Flow, Grid Instability, Industrial, market penetration, Power generation, Power Outages, Residential, Standby Generators
Sep 30, 2023Fund LettersAriel Appreciation FundIPG Interpublic Group of Companies, Inc. Communication ServicesAdvertising Bull NYSEadvertising, Business Wins, Cyclical, healthcare, Macro uncertainty, Marketing communications, media, Variable Cost Structure
Sep 30, 2023Fund LettersAriel Appreciation FundKKR KKR & Co. FinancialsAsset Management & Custody Banks Bull NYSEalpha generation, alternative assets, asset management, Dry powder, Fundraising, infrastructure, Institutional Investors, private equity, transaction fees
Sep 30, 2023Fund LettersAriel Appreciation FundAPA|C|FFIV|KHC|NOV|UNH NOV Inc. EnergyOil & Gas Equipment & Services Bull NYSECyclical Recovery, Digital Technology, Energy Services, Fracking Technology, Low Emissions, offshore drilling, Oil & Gas Equipment, Rig Automation, Saudi Aramco
Sep 30, 2023Fund LettersAriel Appreciation FundAMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQBrand Licensing, cash flow generation, Consumer products, entertainment, growth, Media Franchises, retail, Toy Manufacturing, undervalued
Sep 30, 2023Fund LettersAriel Focus FundPHIN Phinia Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAuto parts, Combustion Engines, Emissions, Equity, Fuel Systems, higher margins, hybrid vehicles, Performance Components, spinoff
Sep 30, 2023Fund LettersAriel Focus FundKVUE Kenvue, Inc. Health CarePersonal Products Bull NYSEAging Population, cash flow, Consumer-health, defensive, Demographics, Equity, healthcare, innovation, personal care
Sep 30, 2023Fund LettersAriel Focus FundCVX Chevron Corporation EnergyIntegrated Oil & Gas Bull NYSEcapital discipline, energy, Equity, High Barriers, Integrated Oil, Permian Basin, production growth, refining, Value
Sep 30, 2023Fund LettersAriel Focus FundGNRC Generac Holdings, Inc. IndustrialsElectrical Components & Equipment Bull NYSEbackup power, climate change, Commercial, Equity, Generators, Grid Instability, Industrials, Power generation, Residential
Sep 30, 2023Fund LettersAriel Focus FundMHK Mohawk Industries Inc. Consumer DiscretionaryHome Furnishings Bull NYSEconstruction, Consumer Discretionary, Cyclical, Equity, Flooring, home furnishings, Housing, manufacturing, Value
Sep 30, 2023Fund LettersAriel Focus FundLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQConsumer Discretionary, direct-to-consumer, Equity, Omnichannel, Pool care, scale advantage, Specialty retail, vertical integration
Sep 30, 2023Fund LettersAriel Focus Fund^GSPC Goldman Sachs Group, Inc. FinancialsInvestment Banking & Brokerage Bull NYSEBook Value, Capital markets, Equity, financial services, investment banking, M&A, Share Buybacks, Strategic Transformation, Value
Sep 30, 2023Fund LettersAriel Focus FundWU Western Union Company FinancialsData Processing & Outsourced Services Bull NYSEcash flow, defensive, dividends, Equity, financial services, money transfer, Remittances, Share Buybacks, Value
Sep 30, 2023Fund LettersAriel Focus FundADNT|APA|BPOP|FLR|KOS|OLN APA Corporation EnergyOil & Gas Exploration & Production Bull NASDAQcash flow, dividends, energy, Equity, Exploration, Oil & Gas, Permian Basin, Production, Share Buybacks, Value
Sep 30, 2023Fund LettersAriel FundPBH Prestige Consumer Healthcare Inc. Consumer StaplesPersonal Products Bull NYSEConsumer healthcare, COVID Recovery, debt reduction, margin expansion, multiple expansion, OTC Pharmaceuticals, product innovation
Sep 30, 2023Fund LettersAriel FundGNRC Generac Holdings, Inc. IndustrialsElectrical Equipment Bull NYSEbackup power, climate change, Commercial Power, Free Cash Flow, Grid Instability, market penetration, Power generation, Residential Generators

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