Long300124.SZJun 2026
Shenzhen Inovance Technology Co., Ltd.
Inovance is a cyclical recovery and structural growth idea in Chinese industrial automation. Orders are improving after years of inventory correction and weak capital spending…
Ariel Investments LLC - Ariel Global Fund
Global value investing focused on undervalued, out-of-favor franchises the manager believes are misunderstood and mispriced.$69M AUM34 published ideas
Ariel Global Fund is advised by Ariel Investments LLC and applies a non-consensus, value-oriented approach to global equities. The fund seeks undervalued, out-of-favor franchises that are misunderstood and therefore mispriced, relying on fundamental research, valuation discipline and a long-term perspective.
Ideas from Ariel Investments LLC - Ariel Global Fund
Long2382.HKJun 2026
Sunny Optical Technology Group Co., Ltd.
Sunny Optical has growth exposure to consumer electronics, AI and intelligent sensing. Its optical engineering capabilities support share gains in premium smartphone cameras and…
Long2359.HKJun 2026
WuXi AppTec Co., Ltd.
WuXi AppTec has an integrated pharmaceutical-services platform and deep relationships with multinational clients. Its inclusion on the U.S. Section 1260H list created a…
Long600563.SSJun 2026
Xiamen Faratronic Co., Ltd.
Faratronic is a global leader in film capacitors with strong positions in electric vehicles and renewable energy. Ariel expects electrification, new energy vehicles and data…
Long6981.TJun 2026
Murata Manufacturing Co., Ltd.
Murata is positioned for a multi-year growth upcycle as AI data centers drive demand for multilayer ceramic capacitors. Its technological lead in high-value components supports…
Long2454.TWJun 2026
MediaTek Inc.
MediaTek is expanding its role as a supplier to Google's cloud and AI infrastructure. Stronger expectations for Tensor Processing Unit adoption support a steeper revenue ramp…
LongINTCJun 2026
Intel Corporation
Intel is benefiting from robust demand in data center and AI markets alongside improving profitability. Ariel sees an early recovery in server CPUs, rising AI exposure and…
LongTJun 2026
AT&T Inc.
AT&T weakened as investors focused on telecom competition, wireless churn and softer pricing. Ariel believes fears of satellite-based mobile disruption are overstated because…
LongBT.A.LJun 2026
BT Group plc
BT is nearing the end of a peak fiber investment cycle, which should allow lower capital expenditure and cost efficiencies to improve free cash flow. Ariel also sees a more…
LongDISJun 2026
The Walt Disney Company
Disney reported better-than-expected earnings but declined as investors questioned the sustainability of the earnings beat. Ariel continues to view the company as a unique…
LongCOFJun 2026
Capital One Financial Corp.
Ariel reinitiated Capital One as credit trends improve following post-pandemic normalization. Earlier reserve builds, disciplined balance sheet management and stronger net…
LongDTJun 2026
Dynatrace
Dynatrace is positioned to benefit from increasingly complex IT environments and growing AI adoption. Ariel cites healthy core monitoring demand, traction in log analytics…
LongFDXFJun 2026
FedEx Freight Holding Company, Inc.
FedEx Freight became a standalone holding following its spin-off from FedEx. Ariel believes its scale, network density and competitive position can support better pricing…
LongMRK.DEJun 2026
Merck KGaA
Ariel bought Merck KGaA on the view that biopharma spending is recovering after inventory destocking and funding constraints. The inflection is most visible in Process Solutions…
LongORSTED.COJun 2026
Orsted AS
Ariel bought Orsted after operational setbacks, project delays and policy uncertainty drove a large valuation reset. Several major projects are now advanced, while management has…
LongPPLJun 2026
PPL Corporation
PPL offers regulated utility exposure with an improving regulatory backdrop and visible earnings growth. Constructive rate-case outcomes in Kentucky and Pennsylvania have…
Long3759.HKJun 2026
Pharmaron Beijing Co., Ltd.
Pharmaron is positioned to benefit from China's growing role in global biopharma innovation. Its integrated discovery, development and manufacturing platform lets it participate…
Long2359.HKJun 2026
WuXi AppTec Co., Ltd.
WuXi AppTec has an integrated pharmaceutical-services platform and deep relationships with multinational clients. Its inclusion on the U.S. Section 1260H list created a…
Long600563.SSJun 2026
Xiamen Faratronic Co., Ltd.
Faratronic is a global leader in film capacitors with strong positions in electric vehicles and renewable energy. Ariel expects electrification, new energy vehicles and data…
LongBT.A.LJun 2026
BT Group plc
BT is nearing the end of a peak fiber investment cycle, which should allow lower capital expenditure and cost efficiencies to improve free cash flow. Ariel also sees a more…
LongINTCJun 2026
Intel Corporation
Intel is benefiting from robust demand in data center and AI markets alongside improving profitability. Ariel sees an early recovery in server CPUs, rising AI exposure and…
Long6981.TJun 2026
Murata Manufacturing Co., Ltd.
Murata is positioned for a multi-year growth upcycle as AI data centers drive demand for multilayer ceramic capacitors. Its technological lead in high-value components supports…
Long2454.TWJun 2026
MediaTek Inc.
MediaTek is expanding its role as a supplier to Google's cloud and AI infrastructure. Stronger expectations for Tensor Processing Unit adoption support a steeper revenue ramp…
LongTJun 2026
AT&T Inc.
AT&T weakened as investors focused on telecom competition, wireless churn and softer pricing. Ariel believes fears of satellite-based mobile disruption are overstated because…
LongDISJun 2026
The Walt Disney Company
Disney reported better-than-expected earnings but declined as investors questioned the sustainability of the earnings beat. Ariel continues to view the company as a unique…
LongCOFJun 2026
Capital One Financial Corp.
Ariel reinitiated Capital One as credit trends improve following post-pandemic normalization. Earlier reserve builds, disciplined balance sheet management and stronger net…
LongDTJun 2026
Dynatrace
Dynatrace is positioned to benefit from increasingly complex IT environments and growing AI adoption. Ariel cites healthy core monitoring demand, traction in log analytics…
LongFDXFJun 2026
FedEx Freight Holding Company, Inc.
FedEx Freight became a standalone holding following its spin-off from FedEx. Ariel believes its scale, network density and competitive position can support better pricing…
LongMRK.DEJun 2026
Merck KGaA
Ariel bought Merck KGaA on the view that biopharma spending is recovering after inventory destocking and funding constraints. The inflection is most visible in Process Solutions…
LongORSTED.COJun 2026
Orsted AS
Ariel bought Orsted after operational setbacks, project delays and policy uncertainty drove a large valuation reset. Several major projects are now advanced, while management has…
LongPPLJun 2026
PPL Corporation
PPL offers regulated utility exposure with an improving regulatory backdrop and visible earnings growth. Constructive rate-case outcomes in Kentucky and Pennsylvania have…
Long3759.HKJun 2026
Pharmaron Beijing Co., Ltd.
Pharmaron is positioned to benefit from China's growing role in global biopharma innovation. Its integrated discovery, development and manufacturing platform lets it participate…
Long300124.SZJun 2026
Shenzhen Inovance Technology Co., Ltd.
Inovance is a cyclical recovery and structural growth idea in Chinese industrial automation. Orders are improving after years of inventory correction and weak capital spending…
Long2382.HKJun 2026
Sunny Optical Technology Group Co., Ltd.
Sunny Optical has growth exposure to consumer electronics, AI and intelligent sensing. Its optical engineering capabilities support share gains in premium smartphone cameras and…
Letters covered
- Ariel Global Fund Quarterly CommentaryJune 30, 2026
- Ariel Global Fund Quarterly CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.