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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 9, 2024 | Polaris Global Equity | 6.9% | 12.7% | CROX, PUB FP | - | View | ||
| 2024 Q1 | Apr 23, 2024 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | MNDY, PUB FP, RACE, SU CN, SU FP | - | View | ||
| 2024 Q1 | Apr 15, 2024 | ClearBridge Investments International Growth ADR Strategy | 5.7% | 0.0% | MNDY, PUB FP, RACE, SU CN, SU FP | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Ariel Global Fund | 5.0% | - | 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, BTA LN, FDX, FME GR, FSLR, HUM, INFA, INTC, MTB, PUB FP, ROG SW, SYNSY | Artificial Intelligence, diversification, Edge computing, Global Equities, Value Investing | Ariel Global Fund benefited from strong stock selection in solar, semiconductors, and healthcare, and expanded into companies exposed to AI and Edge computing. The team stresses diversification beyond the U.S. amid high valuations and sees global rebalancing as a key tailwind. It focuses on undervalued franchises positioned for cyclical recovery and secular technology adoption. | View | |
| 2025 Q3 | Oct 15, 2025 | Ariel International Fund | 2.3% | - | 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, APTV, BGAOF, BT/A LN, FME GR, INF LN, PUB FP, SYNSY | Artificial Intelligence, Edge AI, Global Equities, International Rotation, semiconductors | The fund highlights AI adoption as a key growth driver across global technology supply chains, particularly through investments in semiconductor component manufacturers like SUMCO and Murata. Ariel expects the Edge AI cycle to accelerate semiconductor demand and digital infrastructure spending globally. It also sees valuation upside in undervalued international equities as capital rotates from the U.S. to Europe and Asia. | View | |
| 2024 Q3 | Sep 30, 2024 | Ariel International Fund | 7.6% | 0.0% | 005930 KS, 7270 JP, CHKP, JD, PUB FP, SNY, STLA, TSCO LN, VEA | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Ariel Global Fund | 6.9% | 0.0% | 005930 KS, 7270 JP, CHKP, CMA, JD, PUB FP, SNY, STLA, TSCO LN, WAL | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel International Fund | 11.7% | 11.7% | 7832 JP, AQN, CHKP, ISP IM, NNMI IJ, OPA FP, PUB FP, TSCO LN, TSM | - | View |
| 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. | ||||||||