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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Ariel Investments

Ariel International Developed Markets

International

Mar 2026 → Mar 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 1 company. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Ariel Investments for every strategy.

Its investment theses

  • Infineon Technologies AGMar 2026Infineon Technologies AG is a power semiconductor leader benefiting from AI power demand and eventual auto stabilization, supported by high switching costs and customer trust.

Every letter

2026

  • March 2026

Other Ariel Investments strategies

  • Ariel Global6
  • Ariel International4
  • Ariel Emerging Markets Value3
  • Ariel Focus Fund3
  • Ariel Mid Cap Value3
  • Ariel Small Cap Value Concentrated3
  • Ariel Appreciation Fund2
  • Ariel Emerging Markets Value ex-China2
  • Ariel Focused Value2
  • Ariel Investments Small Cap Value Strategy2
  • Ariel Small Mid Cap Value2
  • Ariel Fund1
  • Ariel International DM1
  • Ariel International DM EM1
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