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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Wellness services provider for cruise ships and destination resorts, OneSpaWorld Holdings Ltd. (OSW), traded lower despite reporting better-than-expected results and raising full-year guidance. The company continued...
— Ariel Small Cap Value Tax-Exempt Composite
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Other investors who've written on OneSpaWorld Holdings Ltd.
OneSpaWorld Holdings ($OSW), holding a 2.6% position in the portfolio, is the dominant global provider of outsourced health, wellness, and spa services onboard luxury cruise vessels and destination resorts. The manager maintains...
OneSpaWorld ($OSW) is an outsourced, asset-light provider of health, wellness, and spa services operating aboard international cruise ships and destination resorts. The manager re-entered...
OneSpaWorld was added to the portfolio as macro-driven concerns around discretionary spending created a favorable valuation. The company's underlying...
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Haemonetics Corporation ($HAE), which represents 3.1% of the portfolio, designs and commercializes hematology devices, blood separation equipment, and specialized vascular closure solutions. Ariel is constructive...
Norwegian Cruise Line Holdings, Ltd. ($NCLH) accounts for 2.7% of the composite portfolio and operates contemporary and luxury cruise vessels globally under the Norwegian, Oceania, and Regent Seven Seas brands. Despite sharp share...
Generac Holdings, Inc. ($GNRC), accounting for 3.6% of strategy assets, designs and manufactures backup power generation systems, industrial energy storage solutions, and clean energy grid technology. Ariel maintains a...