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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 12, 2023 | Ennismore Global Equity Fund | 1.6% | 1.6% | ADM.L, ASC.L, BZU.MI, DIE.BR, DLG.L, MONY.L, RIOT, ROO.L, SCHA.OL, SI, STO.DE, TCX, TKA.DE | Credit Cycle, Europe, industrials, Long/Short, materials, small caps, value | Manager sees emerging signs of credit cycle stress including bank failures, rising consumer delinquencies, and tightening lending conditions. Views this as characteristic of familiar credit cycle patterns where excesses built during easy credit periods eventually lead to cracks that spread throughout the economy. | DIEPA.BR |
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| 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 JD SNY ML.PA EMAAR.DU BMPS.MI FME.DE |
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| 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 SNY CHKP JD |
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| 2023 Q3 | Mar 10, 2023 | Ariel International Fund | 7.6% | 0.0% | 7270.T, AD.AS, DLG.L, ML.PA, O2D.DE, ROG.SW, V03.SI | Consumer Staples, healthcare, insurance, international, Pharmaceuticals, undervalued, Utilities, value | Ariel's non-consensus approach seeks to identify undervalued, out-of-favor, franchise-quality companies that are misunderstood and mispriced. The fund focuses on companies trading below their normalized earnings power and intrinsic worth over a three-to-five year horizon. | V03.SI AD.AS ROG.SW O2D.DE 7270.T ML.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||