Ariel Investments
Ariel Focus Fund
US
Jun 2025 → Sep 2025
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Ariel Investments for every strategy.
Its investment theses
- Arthur J. GallagherSep 2025Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market.
- Fiserv, Inc.Sep 2025Fiserv, Inc. is a leading global provider of payment processing and financial services technology solutions, offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology.
- Generac HoldingsJun 2025Generac Holdings, Inc. is a leading global manufacturer of power generation equipment with a strong market position and growth potential due to increased awareness of home standby generators amidst rising power outage concerns.