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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Harbor Mid Cap Value Fund | 4.9% | 2.1% | ADT, MCK, NRG, TAP | Factor Investing, fundamentals, Mean reversion, mid cap value, Valuation gap | The letter focuses on significant valuation dispersion between growth and value stocks, particularly in the mid-cap segment. Management argues that deep value stocks have been left behind despite solid fundamentals and improving earnings power. Mean reversion and disciplined factor-based stock selection underpin the long-term opportunity. | View | |
| 2022 Q3 | Oct 28, 2022 | Miller Value Partners Opportunity Equity | 9.8% | 9.8% | ADT, DXC, KRTX, MAT, SCPPF, SFIX, SI, UBER | - | View | ||
| 2025 Q4 | Jan 23, 2026 | Brandes Core Plus Fixed Income Fund | 0.9% | 6.7% | ADT, CNSL, COTY, F, GTN, KSS, OGN, SABR, SPR, USB, UVN | Corporate Bonds, credit, duration, Fed policy, fixed income, inflation, Treasuries, Yield Spreads | Consumer Price Index is approximately 25% higher since COVID pandemic, the highest rise in nearly forty years. Inflation has outpaced wage growth, creating affordability issues. The manager believes inflation will trend higher rather than moving toward the Fed's 2% target. Early warning signs of credit stress in private credit markets with collapses of subprime issuers and private debt markdowns. Goldman Sachs reports 15% of private credit borrowers cannot cover interest costs. The manager questions whether these are isolated events or signs of broader trouble ahead. Fed cut rates by 1.75% since September 2024 with third consecutive reduction in December. The manager believes the market may be underestimating the ultimate neutral fed funds rate and that the last 18 years of unconventional monetary policy may have skewed perceptions of normal rates. | View | |
| 2024 Q2 | Jul 31, 2024 | Ariel Fund | 12.1% | 0.0% | ADT, ATGE, LESL, NVST, RCL, SPHR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Appreciation Fund | -6.9% | -6.9% | ADT, BIO, GS, KN, MAT, MIDD, NCLH, SLB | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Small Cap Value Strategy | -10.7% | -10.7% | ADT, BIO, FAF, LESL, LIND, MIDD, NCLH | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 2, 2026 | Seeking Alpha | Seeking Alpha | ADT Inc. | Industrials | Security & Alarm Services | Bull | New York Stock Exchange | automated security, brand strength, Customer Engagement, Free Cash Flow, innovation, recurring revenue, security solutions, Smart home, Strategic Partnerships | View Pitch |
| Feb 2, 2026 | Seeking Alpha | Seeking Alpha | ADT Inc. | Industrials | Security & Protection Services | Bull | New York Stock Exchange | brand strength, competitive moat, Distribution, innovation, recurring revenue, security solutions, Smart home, Strategic Partnerships | View Pitch |
| Jan 20, 2026 | Fund Letters | Charles K. Bobrinskoy | ADT Inc. | Industrials | Security & Alarm Services | Bull | New York Stock Exchange | brand strength, Free Cash Flow, home security, recurring revenue, Smart home | View Pitch |
| Oct 11, 2025 | Seeking Alpha | Seeking Alpha | ADT Inc. | Security & Protection Services | Bull | ADT, AI technology, customer churn, Google partnership, home security, profitability, recurring revenue, Revenue Growth, undervalued, Verisure comparison | View Pitch | ||
| Sep 23, 2025 | Seeking Alpha | Seeking Alpha | ADT Inc. | Security & Protection Services | Bull | ADT Inc., cash flow, Consumer Discretionary, dividend yield, earnings, security services, Smart home, top 5% ranking, U.S. market, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||