Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersAriel FundIPG Interpublic Group of Companies, Inc. Communication ServicesAdvertising Bull NYSEadvertising, Business Model Resilience, Cyclical Recovery, Healthcare Marketing, Marketing Services, media, Variable Cost Structure
Sep 30, 2023Fund LettersAriel FundLESL Leslie's, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQCost management, Customer loyalty, direct-to-consumer, Pool care, seasonal business, Specialty retail, vertical integration
Sep 30, 2023Fund LettersAriel FundAMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQBrand Licensing, cash flow generation, Consumer products, Entertainment Content, franchise development, Movie Tie-ins, Toy Manufacturing
Sep 30, 2023Fund LettersAriel FundATGE Adtalem Global Education Consumer DiscretionaryDiversified Consumer Services Bull NYSEDiversity, For-Profit Education, Healthcare education, Healthcare Worker Shortage, Medical Schools, Nursing Programs, online education
Sep 30, 2023Fund LettersAriel FundSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEadvertising, entertainment, hospitality, Immersive Technology, Las Vegas, live events, Media Networks, Venue Operations
Sep 30, 2023Fund LettersAriel Global FundBOLSAA.MX Bolsa Mexicana de Valores S.A.B. de C.V. FinancialsFinancial Exchanges & Data Bull Mexican Stock ExchangeCapital markets, Emerging markets, Financial infrastructure, Free Cash Flow, Mexico, Monopoly, net cash, stock exchange
Sep 30, 2023Fund LettersAriel Global FundROG.SW Roche Holding AG Health CarePharmaceuticals Bull SIX Swiss Exchangebiotechnology, defensive, diagnostics, healthcare, Oncology, pharmaceuticals, pipeline, Switzerland
Sep 30, 2023Fund LettersAriel Global FundAD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU Credicorp Ltd. FinancialsBanks Bull NYSEbanking, Digital transformation, Emerging markets, Financial Penetration, Fintech, market dominance, Peru, ROE
Sep 30, 2023Fund LettersAriel Global FundBVZN SW Verizon Communications Inc. Communication ServicesIntegrated Telecommunication Services Bull NYSE5G, Capital Spending, Free Cash Flow, infrastructure, telecommunications, US, valuation, Wireless
Sep 30, 2023Fund LettersAriel Global FundML.PA Michelin SCA Consumer DiscretionaryTires & Rubber Bull Euronext ParisCyclical, france, Global, growth initiatives, manufacturing, mobility, Pricing power, Tires
Sep 30, 2023Fund LettersAriel Global FundGSK.L GSK plc Health CarePharmaceuticals Bull London Stock Exchangedefensive, healthcare, pharmaceuticals, pipeline, RSV, Specialty medicines, UK, vaccines
Sep 30, 2023Fund LettersAriel International FundV03.SI Venture Corporation Ltd Information TechnologyElectronic Manufacturing Services Bull Singapore Exchangediversified customer base, Industry Leading Margins, IQOS, life sciences, Manufacturing Services, Net Cash Balance, Philip Morris, Singapore Electronics, Test Measurement
Sep 30, 2023Fund LettersAriel International FundAD.AS Koninklijke Ahold Delhaize N.V. Consumer StaplesFood Retail Bull Euronext AmsterdamDutch Grocer, e-commerce, Food inflation, Food Retail, market share, Online Channel, Solid Balance Sheet, Stable Business Model
Sep 30, 2023Fund LettersAriel International FundROG.SW Roche Holding AG Health CarePharmaceuticals Bull SIX Swiss ExchangeDefensive Healthcare, diagnostics, Installed Platforms, Mixed Earnings, Oncology Franchise, Pipeline Opportunities, Swiss Pharmaceutical
Sep 30, 2023Fund LettersAriel International FundO2D.DE Telefónica Deutschland Holdings AG Communication ServicesWireless Telecommunication Services Neutral XETRACompetitive Environment, EBITDA Impact, German Telecommunications, Medium-term Headwinds, Mobile Services, Network Capacity, Roaming Partnership
Sep 30, 2023Fund LettersAriel International Fund7270.T Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock ExchangeBusiness fundamentals, Electric Vehicle Strategy, EV Roadmap, Japanese Automaker, market share growth, Semiconductor Shortage, US Production Capacity
Sep 30, 2023Fund LettersAriel International FundML.PA Michelin SCA Consumer DiscretionaryTires & Rubber Bull Euronext ParisAround Tire Initiative, Beyond Tire Initiative, cost discipline, Cyclical Resilience, French Multinational, Global Competitive Position, Pricing Strategy, Tire Manufacturer
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyAMG Affiliated Managers Group, Inc. FinancialsCapital Markets Bull NYSEalternative assets, asset management, Boutique Firms, Distribution, operational independence, partnership model, Revenue-sharing, Succession Planning
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyNCLH Norwegian Cruise Line Holdings Ltd. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEBookings, cost optimization, cruise line, Fleet, leadership transition, Liquidity, Occupancy, Pricing power, Travel Recovery
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQcost-cutting, Customer loyalty, direct-to-consumer, Pool care, scale advantage, Specialty retail, vertical integration, Weather Impact

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