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Ariel Small Cap Value Strategy's investment thesis on First American Financial ($FAF) — Q2 2025 | Buyside Digest

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$FAFNYSEFirst American Financial

BULL

Ariel Small Cap Value Strategy—FAF

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$74.90USD

+3.0% vs last month

$63.25Pitched

+18.4% since pitch

Market Cap$7.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q2 2025, the Ariel Small Cap Value Tax-Exempt Composite returned +7.72% gross (+7.58% net), outperforming the Russell 2000 Value Index (+4.97%) but falling short of the Russell 2000 Index (+8.50%). Positive contributors to...

— Ariel Investments, LLC

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Other investors who've written on First American Financial

Ariel Small Cap Value StrategyBULL

Pitched Mar 31, 2025

The title insurer reported better-than-expected earnings due to robust commercial revenues, higher premiums, and cost discipline. While elevated mortgage...

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