Ariel Investments
Ariel International
International Mid-cap
Jun 2025 → Dec 2025
Our archive holds 4 letters from this strategy, behind 7 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year — follow all of Ariel Investments for every strategy.
Its investment theses
- BT Group PLCSep 2025BT Group PLC is poised for potential re-rating due to strategic infrastructure investments, a shift in focus on international operations, and improving industry dynamics amidst rising AI-driven demand and market consolidation.
- Informa plcSep 2025Informa plc is well-positioned for a re-rating due to its strong free cash flow growth, improving margins, disciplined capital allocation, and upcoming catalysts that could unlock further value in the next 12-24 months.
- Minth GroupSep 2025Minth Group Ltd. is a compelling investment opportunity due to its strong position in automotive components, growing involvement in the European electric vehicle supply chain, and recent share price dip presenting an attractive entry point.
- ProximusSep 2025Proximus SADP is undervalued despite short-term challenges, with a resilient domestic performance and improving free cash flow expected under new leadership.
- Samsung Electro-MechanicsSep 2025Samsung Electro-Mechanics Company, Ltd. is poised for sustained earnings growth, driven by rising Edge AI adoption, a shift towards higher-value components, and strategic investments in next-generation technologies.
- Syensqo SASep 2025Syensqo SA is considered a compelling investment due to its currently depressed valuation and potential for recovery as inventory issues resolve and market conditions improve.
- China Mengniu Dairy CompanyJun 2025China Mengniu Dairy Company, Ltd. is positioned for recovery and market share gains as supply-demand imbalances normalize and profitability-enhancing initiatives are implemented.