Ariel Investments
Ariel Mid Cap Value
Mid-cap Value
Mar 2025 → Mar 2026
Our archive holds 3 letters from this strategy, behind 5 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Ariel Investments for every strategy.
What it bought and sold
Conversely, we exited specialty cutting tool insert maker, Kennametal, Inc. (KMT) to pursue other opportunities.
Also during the quarter, we initiated a position in specialty insurer RLI Corp. (RLI).
Also held
Its investment theses
- Generac Holdings, Inc.Mar 2026Generac Holdings is a leading power generation equipment maker benefiting from secular grid and data center tailwinds, with plans for strong growth, margin expansion, and rising free cash flow.
- Keysight Technologies, Inc.Mar 2026Keysight Technologies is a leading test and measurement provider with mission-critical solutions and strong operating leverage positioned to benefit from AI-driven infrastructure and secular growth.
- Charles River Laboratories International, Inc.Dec 2025Charles River Laboratories is a leading outsourced drug development provider with resilient demand, diversified growth in areas like cell and gene therapy, and pricing power supporting long-term growth.
- Gentex CorporationDec 2025Gentex Corporation is a high-quality niche auto supplier with best-in-class margins and growth driven by Full Display Mirror adoption and advanced technologies.
- Schlumberger NVMar 2025Schlumberger NV is a leading oilfield services company that, despite short-term challenges, is poised for medium-term growth due to increasing demand from national oil companies and its expertise in enhancing energy production.