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 5 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.
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.