Latest news with #ArielInvestments
Bloomberg
a day ago
- Business
- Bloomberg
Ariel's Rogers Sees ‘Sea Change' in M&A on Boost From Trump
The Trump administration's lighter regulatory touch is spurring more corporate bosses to rev up potential dealmaking, according to John Rogers, founder and co-chief executive officer of Ariel Investments. The brighter outlook for mergers and acquisitions marks a big turnaround from the Biden administration, when worries about regulatory opposition from the Federal Trade Commission cooled interest in deals, Rogers said late Tuesday at a Bloomberg New Voices event in Chicago.
Bloomberg
2 days ago
- Business
- Bloomberg
'Sea Change' in M&A Outlook: Ariel's Rogers
Ariel Investments Founder and Co-CEO John Rogers sees a brighter outlook for mergers and acquisitions under the Trump administration. He spoke to Bloomberg's Romaine Bostick in a wide-ranging interview about his stock picks, investing amid policy uncertainty and the investment opportunity in women's sports teams at a Bloomberg New Voices event in Chicago. (Source: Bloomberg)
Yahoo
3 days ago
- Business
- Yahoo
Robust Earnings Results Boosted nVent Electric plc (NVT) in Q2
Ariel Investments, an investment management company, released its 'Ariel Appreciation Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Following the initial market decline triggered by the "Liberation Day" tariff announcement, the stock market rebounded, bolstered by heightened interest in AI stocks, positive economic data, and robust corporate earnings. Against this backdrop, the fund increased +5.81% in the second quarter, outpacing the Russell Midcap Value Index's +5.35% returns and trailing the Russell Midcap Index's +8.53% returns. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Ariel Appreciation Fund highlighted stocks such as NVent Electric plc (NYSE:NVT). NVent Electric plc (NYSE:NVT) provides solutions for electrical connection and protection products. The one-month return of NVent Electric plc (NYSE:NVT) was 7.29%, and its shares lost 2.00% of their value over the last 52 weeks. On July 18, 2025, NVent Electric plc (NYSE:NVT) stock closed at $75.91 per share, with a market capitalization of $12.498 billion. Ariel Appreciation Fund stated the following regarding NVent Electric plc (NYSE:NVT) in its second quarter 2025 investor letter: "Shares of global leader in electrical protection and connection solutions, NVent Electric plc (NYSE:NVT) also increased during the period on solid earnings results. Notably, management raised its 2025 organic sales outlook on increasing orders and rising backlog, particularly in the infrastructure vertical. The company is also working to offset its tariff exposure with pricing, productivity and supply chain strategies. We expect NVT will continue to benefit from secular trends towards increased electrification and data center development, as well as from internal operational improvements." A workman standing next to a newly constructed wall, showcasing the company's electrical enclosures. NVent Electric plc (NYSE:NVT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held NVent Electric plc (NYSE:NVT) at the end of the first quarter, which was 48 in the previous quarter. NVent Electric plc's (NYSE:NVT) first quarter sales increased 11% year-over-year to $809 million. While we acknowledge the potential of NVent Electric plc (NYSE:NVT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered NVent Electric plc (NYSE:NVT) and shared Artisan Mid Cap Value Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Here's Why Core Laboratories (CLB) Traded Lower in Q2
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Core Laboratories Inc. (NYSE:CLB). Core Laboratories Inc. (NYSE:CLB) offers reservoir description and enhancement services and products to the energy industry. The one-month return of Core Laboratories Inc. (NYSE:CLB) was -2.06%, and its shares lost 49.62% of their value over the last 52 weeks. On July 18, 2025, Core Laboratories Inc. (NYSE:CLB) stock closed at $11.40 per share, with a market capitalization of $534.465 million. Ariel Fund stated the following regarding Core Laboratories Inc. (NYSE:CLB) in its second quarter 2025 investor letter: "By comparison, oil services company, Core Laboratories Inc. (NYSE:CLB) traded lower in the quarter on mixed earnings results. Although increased demand for diagnostic services in U.S. onshore and offshore markets aided the Production Enhancement segment, this growth was neutralized by weaker-than-expected Reservoir Description performance due to seasonality, geopolitical tensions, tariff concerns and commodity price volatility. Importantly, management noted tariffs should not have a significant impact on the business given its service-related revenue. CLB's product sales are also primarily manufactured and consumed domestically. Looking ahead, the company continues to project international growth from projects in the Middle East, Asia Pacific and West Africa and remains laser focused on generating positive free cash flow, reducing debt and improving its return on invested capital." A drilling rig manned by engineers and oil field workers preparing to explore a new petroleum reservoir. Core Laboratories Inc. (NYSE:CLB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 13 hedge fund portfolios held Core Laboratories Inc. (NYSE:CLB) at the end of the first quarter, compared to 18 in the previous quarter. While we acknowledge the potential of Core Laboratories Inc. (NYSE:CLB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
APA Corporation (APA) Slid on Concerns Over Poor Investor Sentiment
Ariel Investments, an investment management company, released its 'Ariel Focus Fund' second-quarter investor letter. A copy of the letter can be downloaded here. The second quarter of 2025 saw a period of extremes. Despite an initial market sell-off caused by the 'Liberation Day' tariff announcement, the stock market recovered, supported by renewed interest in AI-related stocks, strong economic data, and solid corporate earnings. In the environment, the fund returned +4.75%, outperforming the Russell 1000 Value Index's +3.79% gain but lagging behind the S&P 500 Index's +10.94% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Ariel Focus Fund highlighted stocks such as APA Corporation (NASDAQ:APA). APA Corporation (NASDAQ:APA) engages in oil and natural gas exploration, development, and production. The one-month return of APA Corporation (NASDAQ:APA) was 2.34%, and its shares lost 39.81% of their value over the last 52 weeks. On July 18, 2025, APA Corporation (NASDAQ:APA) stock closed at $18.82 per share, with a market capitalization of $6.791 billion. Ariel Focus Fund stated the following regarding APA Corporation (NASDAQ:APA) in its second quarter 2025 investor letter: "Oil and natural gas explorer, APA Corporation (NASDAQ:APA) also detracted from relative performance in the quarter amid poor investor sentiment across the energy sector due to concerns of slowing global growth. The company continues to execute on its cost reduction plan and announced the divestiture of its Permian Basic assets in New Mexico to paydown debt. Management remains laser-focused on increasing the operational efficiency of the Callon assets, free cash flow generation and returning capital to shareholders. We believe the company trades at a significant discount to its intrinsic value." Workers in hard hats and safety gear processing oil and gas in a US refinery. APA Corporation (NASDAQ:APA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held APA Corporation (NASDAQ:APA) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of APA Corporation (NASDAQ:APA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered APA Corporation (NASDAQ:APA) and shared the list of the top-performing stocks of the day Jim Cramer highlighted within the S&P 500. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
