| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Ariel International Fund | Telefónica Deutschland Holdings AG | Communication Services | Wireless Telecommunication Services | Neutral | XETRA | Competitive Environment, EBITDA Impact, German Telecommunications, Medium-term Headwinds, Mobile Services, Network Capacity, Roaming Partnership | 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. | ||||||||