Ariel Investments
Ariel Focused Value
Mid-cap Value
Dec 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Ariel Investments for every strategy.
Its investment theses
- Bio-Rad Laboratories Inc.Mar 2026Bio-Rad Laboratories Inc. is a global life sciences tools leader with rising margins, high recurring revenue, and dominant market positions supporting long-term growth.
- FactSet Research Systems Inc.Mar 2026FactSet Research Systems Inc. is an embedded financial data and analytics provider with high switching costs and recurring revenues poised to benefit from AI-driven efficiencies.
- Fiserv, Inc.Dec 2025Fiserv is a leading payments and fintech provider with scale, high switching costs and recurring revenue, resetting expectations ahead of long-term digital payments growth.
- ADT Inc.Dec 2025ADT Inc. is a leading security provider with unmatched brand, recurring revenue and strategic partnerships that underpin a durable moat and long-term growth from smart home adoption.
- Resideo Technologies, Inc.Dec 2025Resideo Technologies is a residential comfort and security solutions provider with transitory headwinds, a value-unlocking ADI spin-off, and scale-driven opportunities for margin expansion.