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Entertainment
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Ariel Fund John W. Rogers
|
View | Value, Autos, Oil Services, Entertainment | ATGE, CLB, GNTX, MHK, MSGE, SPHR, XRAY | Autos, Entertainment, healthcare, industrials, Oil Services, small caps, value |
| 2025 Q4 | Jan 18, 2026 |
Ariel Small Cap Value Strategy John Rogers
|
View | AI, Data Centers, Entertainment, Cruises | AMG, FDS, GNRC, KMT, NCLH, PSKY, REZI, RLI, SPHR, ZBRA | AI, Entertainment, insurance, Manufacturing, small cap, technology, value |
| 2025 Q4 | Dec 31, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Entertainment, Biotechnology | GMAB, ICLR, IMX, J36.SI, PRU.L | Biotech, Bottom-up, Entertainment, global, international, value |
| 2025 Q4 | Jan 18, 2026 |
Ariel Appreciation Fund John W. Rogers
|
View | AI, Data Centers, Technology, Entertainment | CRL, FDS, FISV, GNRC, GNTX, IPG, MSGE, OMC, SPHR | Automotive, Biotechnology, Data centers, Entertainment, Financial Services, mid cap, technology, value |