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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q4
Jan 18, 2026
Ariel Small Cap Value Strategy
John Rogers
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Follow
AI
,
Data Centers
,
Entertainment
,
Cruises
AMG
,
FDS
,
GNRC
,
KMT
,
NCLH
,
PSKY
,
REZI
,
RLI
,
SPHR
,
ZBRA
AI, Entertainment, insurance, Manufacturing, small cap, technology, value