DLG.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	Mar 17, 2025	Schroders Value Perspective UK	-	-	AAL.L, CURY.L, DLG.L, JMAT.L, LNGS.L, RMG.L, RWI.L, VOD.L	Buybacks, income, M&A, United Kingdom, value, volatility	UK Value investing is extremely attractive from both recovery and income perspectives. The UK market trades at multi-decade discounts to global markets and historical valuations, creating compelling opportunities for value investors. History suggests coming years will reward investors handsomely for putting capital to work in this unloved investment style.		View
2024 Q4	Dec 31, 2024	Ariel International Fund	-5.1%	5.4%	000660.KS, 005930.KS, 6460.T, BARC.L, BEZ.L, BMPS.MI, DLG.L, EMAAR.DU, FMS.DE, HO.PA, JD, ML.PA, MUV2.DE, ORA.PA, REE.MC, SAF.PA, SNY, VEA	AI, Asia, Banking, Europe, international, semiconductors, value	Markets worldwide were led by artificial intelligence themed stocks, with U.S. mega-cap technology companies dominating performance. The narrow ascent of AI themed stocks have driven market returns in recent years, though opportunities should broaden to companies utilizing AI to create real-world efficiencies.	6460.T 000660.KS REE.MC ORA.PA BEZ.L BARC.L 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA NPSNY ML.PA EMAAR.DU BMPS.MI FME.DE	View
2024 Q3	Sep 30, 2024	Ariel Global Fund	6.9%	0.0%	005930.KS, 7270.T, AD.AS, CHKP, CMA, DANSKE.CO, DLG.L, JD, PUB.PA, SNY, STLA, TFC, TSCO.L, USB, WAL	Automotive, Banking, China, cybersecurity, global, Pharmaceuticals, Stimulus, value	Ariel's non-consensus approach seeks to identify undervalued, out-of-favor franchises that are misunderstood and therefore mispriced. The fund believes growth stocks are trading at elevated valuations, whereas value stocks remain cheap. They strongly believe reasonably priced, higher quality companies offering sustainable, profitable growth and robust balance sheets will be the drivers of future outperformance.	WAL TSCDY PUB.PA CMA STLA 7270.T 005930.KS NPSNY CHKP 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of DLG-L

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

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