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ARES

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 27, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN	AI, Biotechnology, defense, energy, growth, healthcare, mid cap, technology	The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The team is actively seeking AI adopter companies trading at reasonable multiples positioned for earnings growth through AI-driven margin expansion. Current lofty multiples of AI infrastructure stocks imply strong growth trajectories with little margin for error.	DXCM FICO WING AXON TTD MPWR MDB INSM ALNY WYNN RH RYAN OKTA SRPT BKR VST NET RCL AXON PLTR	View
2025 Q2	Jun 30, 2025	Vulcan Value Partners – Small Cap	8.1%	3.6%	AMZN, ARES, CG, DNB, FORT.L, GOOGL, IBST.L, IQV, ISS.CO, LFUS, MC.PA, MEDP, MSFT, PGHN.SW, UNH	AI, Alternative Assets, healthcare, tariffs, technology, value, volatility	Significant focus on healthcare investments including UnitedHealth Group despite operational challenges and CEO transition. IQVIA Holdings added as largest CRO globally with strong positioning despite industry headwinds. Healthcare represents core value opportunity during market volatility.		View
2025 Q2	Jun 30, 2025	Vulcan Value Partners – Focus Plus	9.5%	3.2%	AMZN, ARES, CG, DNB, FORT.L, GOOGL, IBST.L, IQV, ISS.CO, LFUS, MC.PA, MEDP, MSFT, PGHN.SW, UNH	AI, Alternative Assets, healthcare, tariffs, technology, value, volatility	Significant focus on healthcare investments including UnitedHealth Group despite operational challenges and IQVIA Holdings as the largest CRO globally. Healthcare represents both opportunity and risk with government policy exposure but stable underlying business models.		View
2025 Q2	Jun 30, 2025	Vulcan Value Partners – Focus Plus	8.8%	2.3%	AMZN, ARES, CG, DNB, FORT.L, GOOGL, IBST.L, IQV, ISS.CO, LFUS, MC.PA, MEDP, MSFT, PGHN.SW, UNH	AI, Alternative Assets, healthcare, tariffs, technology, value, volatility	Significant focus on healthcare investments including UnitedHealth Group despite operational challenges and IQVIA Holdings as the largest CRO globally. Healthcare represents both value opportunities and operational turnaround situations with stable underlying business models.	FORT.L GOOGL AMZN LFUS ISS.CO ARES MSFT IQV UNH UNH	View
2025 Q2	Jun 30, 2025	Vulcan Value Partners – Large Cap	7.0%	4.7%	AMZN, ARES, CG, DNB, FORT.L, GOOGL, IBST.L, IQV, ISS.CO, LFUS, MC.PA, MEDP, MSFT, PGHN.SW, UNH	AI, Alternative Assets, healthcare, tariffs, technology, value, volatility	Significant focus on healthcare investments including UnitedHealth Group despite operational challenges and IQVIA Holdings as the largest CRO globally. Healthcare represents both value opportunities and operational turnaround situations with stable underlying business models.	FORA.L GOOGL AMZN LFUS ISS.CO ARES MSFT IQV UNH	View
2025 Q2	Jun 30, 2025	Vulcan Value Partners – Small Cap	6.7%	1.9%	AMZN, ARES, CG, DNB, FORT.L, GOOGL, IBST.L, IQV, ISS.CO, LFUS, MC.PA, MEDP, MSFT, PGHN.SW, UNH	AI, Alternative Assets, healthcare, private credit, tariffs, technology, value, volatility	Market volatility related to tariffs increased markedly during the second quarter, creating opportunities to execute investment philosophy. The tariff tantrum and Liberation Day created meaningful stock price declines, followed by moderation of tariff policies that led to rallies in previously discounted companies.	ISS DC MSFT IQV	View
2025 Q1	Apr 9, 2025	Vulcan Value Partners – Small Cap	-4.5%	-4.5%	ABT, AMZN, ARES, CRM, CWK, ENS, FI, GOOGL, ISS.CO, ITRN, JLL, LYV, MAR, MEDP, MSFT, PRG, SW.PA, SWK, SWKS, TPG	Facilities Management, real estate, small cap, tariffs, value, volatility	Market volatility returned during the first quarter, creating opportunities for the firm to execute their dual investment discipline. The firm welcomes volatility as it provides opportunities to purchase stable value businesses at lower prices with larger margins of safety. Price to value ratios improved across all strategies during the quarter.	SODEXO.PA GOOGL MSFT AMZN CRM PRG ITRN ISS JLL SWKS TPG SWK MEDP	View
2025 Q1	Apr 9, 2025	Vulcan Value Partners – Large Cap	-2.1%	-2.1%	ABT, AMZN, ARES, CRM, CWK, ENS, FI, GOOGL, ISS.CO, ITRN, JLL, LYV, MAR, MEDP, MSFT, PRG, SW.PA, SWK, SWKS, TPG	healthcare, large cap, real estate, technology, value, volatility	Market volatility returned during the first quarter, creating opportunities to execute dual investment discipline by purchasing stable value businesses at lower prices with larger margins of safety. The firm welcomes volatility as it provides opportunities to improve price to value ratios across all strategies.	SODEXO.PA GOOGL MSFT AMZN CRM PRG ITRN ISS JLL SWKS TPG SWK MEDP	View
2025 Q1	Apr 9, 2025	Vulcan Value Partners – Small Cap	-4.1%	-4.1%	ABT, AMZN, ARES, CRM, CWK, ENS, FI, GOOGL, ISS.CO, ITRN, JLL, LYV, MAR, MEDP, MSFT, PGHN.SW, PRG, SW.PA, SWK, SWKS, TPG	Asset Management, real estate, tariffs, technology, value, volatility	Market volatility returned during the first quarter, creating opportunities for the firm to execute their dual investment discipline. The manager welcomes volatility as it provides opportunities to purchase stable value businesses at lower prices with larger margins of safety. Price to value ratios improved across all strategies during the quarter.	SW PRG ITRN ISS JLL SWKS TPG SWK MEDP	View
2026 Q1	Apr 8, 2026	INN8	-	-	0700.HK, APO, ARES, BLK, CFR.L, NPN.JO, PRX.AS, SOL.JO	AI, geopolitics, inflation, Iran, Middle East, oil, private credit, Stagflation			View
2024 Q1	Apr 27, 2024	Parnassus Fixed Income Fund	4.8%	4.5%	ARE, ARES, BAC, CHRW, CP, GPN, MKC, MS, ORCL, SQ, SYY, TFC, YUM	Corporate Bonds, duration, Esg, fixed income, rates	The fund maintains a 60% overweight allocation to corporate bonds versus the 25% benchmark weight, believing they provide the best long-term returns due to higher initial yields. Corporate bonds aided performance as tight spreads and strong economic growth supported healthy profitability and cash flows.		View
2026 Q1	Apr 22, 2026	Columbia Dividend Opportunity Fund	5.2%	5.2%	APO, ARES, BG, BX, CVX, GLW, IBM, NTR, STX, T, VLO, VZ, XOM	dividends, energy, income, large cap, Quality, value			View
2026 Q1	Apr 21, 2026	Vulcan Value Partners – Large Cap	-14.1%	-14.1%	AMZN, ARES, CRM, MSFT, NOW, RYAN, SAP, TPG, TRU, UNH	AI, Asset Management, disruption, Enterprise, software, technology, Value Investing		TRU ARES RYAN NOW SAP	View
2026 Q1	Apr 21, 2026	Vulcan Value Partners – Small Cap	-13.5%	-13.5%	ARES, CRM, NOW, RYAN, SAP, TPG	AI, Asset Management, disruption, Enterprise, insurance, software, technology, value		RYAN ARES SAP	View
2026 Q1	Apr 21, 2026	Vulcan Value Partners – Focus Plus	-19.1%	-19.1%	AMZN, ARES, CRM, MSFT, RYAN, SAP, TRU, UNH	AI, Discounts, disruption, Enterprise, Quality, software, value		RYAN ARES SAP	View
2026 Q1	Apr 21, 2026	Vulcan Value Partners – Focus Plus	-19.1%	-19.1%	AMZN, ARES, CRM, MSFT, RYAN, SAP, TRU, UNH	AI, Concentration, disruption, Enterprise, Quality, software, Value Investing		RYAN ARES SAP	View
2026 Q1	Apr 18, 2026	Artisan Mid Cap Fund	-5.9%	-5.9%	AJG, ALAB, ARES, CCCS, COHR, DASH, EW, MDB, PRS, RBLX, SITM, SMTC, TW, WAT, WING	aerospace, AI, Biotechnology, Data centers, defense, energy, growth, mid cap			View
2026 Q1	Apr 17, 2026	Parnassus Mid Cap Growth Fund	-7.0%	-7.0%	ARES, BILL, BLDR, CSGP, DKS, EW, HOOD, HUBG, KLAC, ODFL, RDDT, RKLB, ROK, TER, VMC	AI, growth, Housing, industrials, mid cap, semiconductors, technology			View
2026 Q1	Apr 17, 2026	Parnassus Growth Equity Fund	-9.6%	-9.6%	AMAT, APPF, ARES, ASML, BSX, CRM, EW, GEV, LIN, MDLN, META, ORCL, SHOP, TEAM, TSM, VIK	AI, energy, growth, Iran, semiconductors, software, technology		VIK ORCL MDLN SHOP EW META	View
2026 Q1	Apr 15, 2026	Carillon Eagle Mid Cap Growth Fund	-	-	ARES, AXON, CASY, CVNA, PWR, RBLX, RDDT, TER, VRT, XPO	AI, defense, energy, Geopolitical, growth, healthcare, mid cap, technology		RDDT RBLX AXON CVNA ARES XPO PWR CASY TER VRT	View
2026 Q1	Apr 15, 2026	Brown Advisors Mid-Cap Growth strategy	-9.0%	-9.0%	AAON, ANDG, ARES, CCC, CSGP, DDOG, DKNG, DT, EFX, FICO, FIX, FTAI, GH, GWRE, HUBS, IT, LITE, LNG, LSCC, MDLN, MPWR, ODFL, OII, OS, PODD, PWR, RDDT, TOST, TTD, VOYG, VRSK, VRT, VST, WCN, WDAY, YSS	AI, energy, growth, industrials, mid cap, software, technology		GH FTAI ANDG RDDT TOST GWRE	View
2025 Q1	Mar 31, 2025	ClearBridge Investments All Cap Growth	-	-	AAPL, ABBV, AMZN, APP, ARES, AVGO, CRL, CTAS, ELF, META, NVDA, RTX, SPGI, TGT, TJX, TSLA, UBER, UNH, V, VRTX	AI, earnings, growth, healthcare, Magnificent Seven, tariffs, technology	Trump's chaotic introduction of tariffs dominated headlines, with 25% steel and aluminum tariffs, additional 20% tariff on China, and 25% tariffs on most goods from Canada and Mexico. The multinational exposure of many holdings makes tariffs a key risk being monitored, with potential headwinds to GDP growth depending on substitutes and production shifting ability.	ARES APP	View
2025 Q3	Oct 19, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN	AI, defense, growth, healthcare, mid cap, Natural Gas, technology, Travel	The AI investment theme will remain intact into the end of the year as user adoption continues to accelerate and corporate implementations begin to bear fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are well positioned to see potential inflection in earnings growth fueled by AI-driven margin expansion. Companies with exposure to the buildout of AI data centers have performed remarkably well in 2025 as hyperscalers have revised capital expenditure plans significantly higher.	MDB US INSM US ALNY US WYNN US MPWR US	View
2025 Q3	Oct 12, 2025	Munro Global Growth Fund	4.9%	-	300750.SZ, AMZN, ARES, AVGO, BSX, CLS.TO, CRH, FWONA, GEV, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, ORCL, TKO, TSM, UBER	AI, Cloud, Energy Storage, growth, technology	AI adoption is showing clear signs among corporates globally, with the Magnificent 7 demonstrating significant operational efficiencies through reduced hiring. Oracle's massive backlog demonstrates insatiable demand for AI computing infrastructure, with companies like OpenAI committing to multi-billion dollar contracts. The AI spending roadmap is expected to continue over the medium term with clear return on investment from billions in capex.	ORCL	View
2025 Q4	Jan 19, 2026	Carillon Eagle Mid Cap Growth Fund	0.0%	8.7%	ALNY, ARES, AXON, COR, CRS, CVNA, HLT, LPLA, MDB, NTRA, RBA, RBLX, RCL, ROST, TER, VEEV, VRT, VST	aerospace, AI, Biotech, consumer, growth, healthcare, mid cap, technology	AI investment cycle accelerated notably in 2025 and expected to continue driving markets early in 2026. Strong demand for AI-related semiconductor test equipment. Bottlenecks from power supply availability remain a key gating factor for new computing capacity. Production challenges at two global aircraft manufacturers led to sustained increase in high-margin aftermarket parts and services. With manufacturers resolving production issues, original equipment exposed stocks may outperform as aircraft production rates ramp up. Biotech stocks getting boost from downtick in interest rates. Continued decline in rates could set stage for prolonged period of positive returns. Recent M&A activity has picked up though remains below normal levels. Healthcare industry remains largest US sector at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Sector has underperformed recently but working off COVID excesses with improving M&A activity and favorable valuations. Consumers broadly prioritizing travel and experiences over goods. Companies offering unique experiences such as cruise vacations remain attractive despite some near-term guidance concerns and supply dynamics.	VEEV VST RCL AXON RBLX MDB ROST CRS TER NTRA	View
2024 Q3	Sep 30, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ARES, AXON, BKR, CELH, COR, CRWD, DXCM, ENTG, FICO, GEV, GWW, RBA, RCL, ROST, SNPS, TTD, VST, WAB, WCN	AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology	The dramatic growth in AI infrastructure investment remains a dominant theme in the market, with hundreds of billions being invested by mega-cap tech companies. The fund holds positions well positioned to benefit from this trend, though managers remain vigilant of potential drawdown risks in AI winners.	ENTG SNPS CRWD CELH DXCM WAB FICO VST AXON GEV	View
2022 Q3	Sep 11, 2022	Vulcan Value Partners – Large Cap	8.2%	17.6%	APP, ARES, ELV, NVDA	-			View
2023 Q2	Jul 27, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN	AI, Biotechnology, defense, energy, growth, healthcare, mid cap, technology	The AI investment theme remains intact with continued user adoption and corporate implementations bearing fruit. The team is actively seeking AI adopter companies trading at reasonable multiples positioned for earnings growth through AI-driven margin expansion. However, they note current lofty multiples of AI infrastructure stocks imply strong growth trajectories with little margin for error.	DXCM FICO ARIS\|BAB LN\|GDDY\|GXI\|III LN\|IOT\|IRTC\|MIPS SS\|RBC\|SAIA\|SPOT\|SRT GR\|TTD\|WING AXON ARIS\|BAB LN\|GDDY\|GXI\|III LN\|IOT\|IRTC\|MIPS SS\|RBC\|SAIA\|SPOT\|SRT GR\|TTD\|WING MDB INSM ALNY ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN MPWR	View
2025 Q1	Apr 14, 2025	Parnassus Mid Cap Growth Fund	-10.0%	-10.0%	A, APP, ARES, BILL, BLDR, BR, CMG, CTAS, DDOG, EFX, FTNT, GWRE, HLT, HOOD, ICLR, JBHT, KLAC, MELI, NTRA, ODFL, ORLY, ROST, SQ, TER, TTD, VRSK, WDAY, WST	AI, growth, Housing, industrials, Logistics, mid cap, semiconductors, technology	DeepSeek's emergence as a Chinese AI challenger triggered sharp selloffs in AI software and infrastructure stocks. The market faced concerns about slowing AI capex spending, affecting momentum-led growth stocks significantly.		View
2025 Q1	Mar 31, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	APP, ARES, AXON, BKR, CELH, COR, DDOG, DECK, ITCI, LPLA, MRVL, PLTR, RBA, TTD, WAB, WCN	AI, energy, growth, healthcare, mid cap, technology, Trade Policy	The fund remains optimistic on AI investment cycle despite market concerns about slowing hyperscaler spending. They believe the investment cycle to support AI technology is still in early innings and expect continued buildout of data centers and related infrastructure.		View
2025 Q1	Mar 31, 2025	ClearBridge Investments Mid Cap Growth Strategy	-	-	ALNY, APP, ARES, CASY, CAVA, CELH, DDOG, EQT, HUBS, JLL, KKR, MELI, MRVL, RYAN, SAIL, STE, TTD, TW, VRSK, VRT	AI, Biotechnology, Data centers, growth, mid cap, Natural Gas, technology, Trade Policy	The emergence of DeepSeek, a China-based low-cost large language model, stoked fears about returns from massive AI ecosystem investments, causing rotation out of AI-related tech stocks. Despite this, the managers believe large AI hyperscalers will continue developing intensive data centers, providing long-term opportunities for their holdings like Marvell and Vertiv.		View
2023 Q1	Mar 31, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN	AI, Data centers, defense, growth, healthcare, mid cap, Natural Gas, technology	The AI investment theme will remain intact into the end of the year as user adoption continues to accelerate and corporate implementations begin to bear fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are well positioned to see a potential inflection in earnings growth fueled by AI-driven margin expansion. However, they recognize that current lofty multiples of many AI infrastructure stocks imply a strong growth trajectory for the next several years and leave little margin for error.	ARIS\|BAB LN\|GDDY\|GXI\|III LN\|IOT\|IRTC\|MIPS SS\|RBC\|SAIA\|SPOT\|SRT GR\|TTD\|WING MDB INSM ALNY ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN MPWR	View
2023 Q1	Mar 31, 2023	Vulcan Value Partners – Small Cap	8.1%	16.5%	AMZN, ARES, CRM, GE, MSFT, SWKS, TDG	aerospace, Alternative Assets, Cloud, defense, energy, infrastructure, technology, value	Microsoft's cloud business showed mixed results with Azure growth decelerating, though the company is managing expenses to preserve margins and benefits from product bundling during economic stress.	ARES DEEPSEEK CNM AYI ACWI UPS IHG	View
2023 Q1	Mar 31, 2023	Vulcan Value Partners – Focus Plus	5.6%	18.6%	AMAT, AMZN, ARES, AYI, CNM, CRM, CW, GE, GEHC, GOOGL, IHG.L, KKR, LFUS, MSFT, SEE, SNBR, SWKS, TDG, UPS	aerospace, Hotels, infrastructure, large cap, semiconductors, small cap, technology, value	Microsoft's Azure growth decelerated during the quarter and is expected to decelerate further next quarter. The company is managing expenses to preserve margins amid headwinds. Microsoft's partnership with OpenAI and ChatGPT announcements represent a complex and rapidly developing opportunity.	ARES DEEPSEEK CNM AYI ACWI UPS IHG.L	View
2023 Q1	Mar 31, 2023	Vulcan Value Partners – Large Cap	8.2%	17.6%	AMAT, AMZN, ARES, AYI, CNM, CRM, CW, GE, GOOGL, IHG.L, KKR, LFUS, MSFT, SEE, SWKS, TDG, UPS	aerospace, Hotels, large cap, Logistics, semiconductors, technology, value	Purchased InterContinental Hotels Group, benefiting from long-term consolidation around large hotel brands and rising global middle class travel demand. Asset-light model with 99% of profits from managed and franchised hotels provides attractive economics.	ARES DEEPSEEK CNM AYI ACWI GEHC UPS IHG	View
2024 Q4	Jan 17, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	APP, ARES, AXON, BAH, BKR, COR, ENTG, FND, GWW, LPLA, MPWR, MRVL, RBA, RCL, TTD, WAB, WING	AI, consumer, financials, growth, healthcare, mid cap, semiconductors, technology	AI investment theme drove significant market returns in 2024, with one major chip designer's data center revenues expected to represent 15% of total US capital spending in 2025. Hyperscalers need to generate $400 billion in revenue from AI to justify current spending levels, though user surveys suggest GenAI applications are meeting or exceeding expectations across industries.	MRVL AXON APP	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 27, 2026	Fund Letters	Vulcan Value Partners - All Cap	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	alternative asset management, AUM growth, Equity, Fee-Related Revenue, Institutional Investors, Private Credit, Private Equity Sponsors, Relationships, scale	View Pitch
Apr 27, 2026	Fund Letters	Vulcan Value Partners - Focus	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	alternative assets, asset management, AUM growth, Credit Products, Fee-Related Revenue, Institutional Investors, Private Credit, Private Equity Sponsors, Relationships, Scale Advantages	View Pitch
Apr 27, 2026	Fund Letters	Vulcan Value Partners - Focus Plus	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	alternative asset management, AUM growth, Credit Market Share, Fee-Related Revenue, Institutional Investors, Private Credit, Private Equity Sponsors, Relationship-Driven, Scale Advantages	View Pitch
Apr 27, 2026	Fund Letters	Vulcan Value Partners - Large Cap	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	alternative asset management, AUM growth, Fee-Related Revenue, Institutional Investors, Private Credit, Private Equity Sponsors, Relationships, scale	View Pitch
Apr 27, 2026	Fund Letters	Vulcan Value Partners - Small Cap	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	New York Stock Exchange	alternative asset management, AUM growth, Fee-Related Revenue, Institutional Investors, market share gains, Private Credit, Private Equity Sponsors, Relationships, scale, Stable Earnings	View Pitch
Apr 26, 2026	Fund Letters	Vulcan Value Partners - Focus	Ares Management Corporation	Asset Management	Asset Management & Custody Banks	Bull	New York Stock Exchange	Alternative Asset Manager, asset management, Credit Discipline, fee income, institutional capital, Private Credit, Senior Debt	View Pitch
Apr 26, 2026	Fund Letters	Vulcan Value Partners - Focus Plus	Ares Management Corporation	Asset Management	Asset Management & Custody Banks	Bull	New York Stock Exchange	Alternative Asset Manager, asset management, Credit Losses, institutional capital, Low Default Rates, Private Credit, Senior Credit	View Pitch
Apr 24, 2026	Fund Letters	Vulcan Value Partners - All Cap	Ares Management Corporation	Asset Management	Asset Management & Custody Banks	Bull	New York Stock Exchange	Alternative Asset Manager, asset management, Credit Discipline, institutional capital, Low Default Rates, Private Credit, Senior Position, Stable Capital Base	View Pitch
Apr 24, 2026	Fund Letters	Vulcan Value Partners - Large Cap	Ares Management Corporation	Asset Management	Asset Management & Custody Banks	Bull	New York Stock Exchange	AI Overreaction, Alternative Asset Manager, credit quality, institutional capital, Private Credit, Senior Position, Value Compounding	View Pitch
Apr 23, 2026	Fund Letters	Carillon Eagle Mid Cap Growth Fund	Ares Management	Asset Management	Capital Markets	Bull	New York Stock Exchange	Alternative Asset Manager, asset management, diversification, infrastructure, Institutional Products, Private Credit, private equity, Real Estate	View Pitch
Apr 13, 2026	Fund Letters	Vulcan Value Partners - Focus Plus	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	NYSE	alternative asset management, Annuity-like Fees, Asset Manager, Counter-cyclical, Credit, defensive, Private Credit, Value	View Pitch
Apr 13, 2026	Fund Letters	Vulcan Value Partners - Large Cap	Ares Management Corp.	Financials	Asset Management & Custody Banks	Bull	NYSE	alternative asset management, Annuity-like Fees, Asset Manager, Counter-cyclical Growth, Locked-up Capital, Private Credit, secular growth, Value	View Pitch
Apr 13, 2026	Fund Letters	ClearBridge Investments All Cap Growth	Ares Management Corporation	Financials	Asset Management & Custody Banks	Bull	NYSE	alternative assets, asset management, Credit cycle, Defensive growth, fee-based revenue, financials, Private Credit	View Pitch
Mar 17, 2026	Seeking Alpha	Seeking Alpha	Ares Management Corporation	Financial Services	Asset Management	Bear	New York Stock Exchange	assets under management, capital structure, Direct Lending, economic headwinds, financial performance, fundraising challenges, liquidity issues, market turmoil, Private Credit, profitability	View Pitch
Aug 7, 2025	Seeking Alpha	David Johnson	Ares Management Corporation	Financials	Asset Management	Neutral	NYSE	—	View Pitch

BSD Shareholders of ARES

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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
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Letters With This Ticker

Pitches With This Ticker

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