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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Feb 27, 2024 | Summers Value Fund | - | 16.1% | INSP, LFCR, SPOK, UFPT, UTMD, VRTV, ZIMV | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Summers Value Fund | - | 27.4% | ELMD, INDV, MODV, PINC, UFPT, UTMD, ZIMV | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Ariel Focus Fund | 20.8% | - | AJG, B, FI, MOS, PBH, REZI, SLB, ZIMV | Artificial Intelligence, Fintech, gold, small caps, Value rotation | Ariel Focus outperformed driven by small-cap and value holdings like Resideo and Barrick Gold, while adding exposure to fintech and insurance. The manager emphasizes AI-driven productivity and margin expansion potential across its holdings. With small caps still trading at steep discounts, the fund sees attractive upside as valuation gaps normalize. | FISV AJG SLB PBH |
View |
| 2024 Q4 | Jan 30, 2025 | Summers Value Partners | - | 27.4% | ELMD, INDV, PINC, UFPT, UTMD, ZIMV | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Ariel Focus Fund | 10.6% | 0.0% | Gold, MOS, NTRS, ORCL, SNA, ZBH, ZIMV | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Ariel Focus Fund | 10.6% | 0.0% | APA, BWA, GS, KVUE, MHK, WU, ZIMV | - | 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. | ||||||||