Ariel Investments
Ariel Investments Small Cap Value Strategy
US Small-cap Value
Dec 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 6 investment theses and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Ariel Investments for every strategy.
Also held
- Sphere Entertainment Company
- OneSpaWorld Holdings, Ltd.
- Brink's Company
- Lindblad Expeditions Holdings, Inc.
- Jones Lang LaSalle, Inc.
- Affiliated Managers Group, Inc.
- Madison Square Garden Entertainment Corporation
- Knowles Corporation
- Resideo Technologies, Inc.
- First American Financial Corporation
- Core Laboratories NV
- Prestige Consumer Healthcare, Inc.
- Charles River Laboratories International, Inc.
- Generac Holdings, Inc.
- Norwegian Cruise Line Holdings, Ltd.
- WEX, Inc.
Its investment theses
- Generac Holdings, Inc.Dec 2025Generac Holdings, Inc. is a leading power generation equipment maker with secular tailwinds in backup power and data centers supporting long-term growth and cash flow.
- RLI Corp.Dec 2025RLI Corp. is a specialty insurer with niche expertise and disciplined underwriting that supports resilient profitability and long-term earnings growth.
- FactSet Research Systems, Inc.Dec 2025FactSet Research Systems, Inc. provides deeply embedded financial data with high switching costs and scalable datasets, with AI concerns seen as overblown and efficiency gains ahead.
- Affiliated Managers Group, Inc.Dec 2025Affiliated Managers Group, Inc. benefits from strong demand for tax-aware and alternative strategies, strategic partnerships, and disciplined capital allocation to drive earnings growth.
- Zebra Technologies CorporationDec 2025Zebra Technologies Corporation is a wide-moat barcode and data capture leader whose brand, distribution and innovation drive industry-leading profitability and secular growth from efficiency trends.
- Sphere Entertainment Co.Dec 2025Sphere Entertainment Co. is a live entertainment platform with scalable venues and growing utilization that supports a compelling long-term growth opportunity.