Ariel Investments
Ariel International DM
International
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. 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
- Bank Negara IndonesiaMar 2025Bank Negara Indonesia is repositioning its portfolio for growth by enhancing loan quality and targeting large enterprise clients, with potential for improved net-interest margins and return-on-equity as the economy develops.
- Intesa Sanpaolo SpAMar 2025Intesa Sanpaolo is well-positioned for organic growth and maximizing shareholder value with strong profit guidance and high return potential through capital returns.