Notable companies
The most notable companies in this group are Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Goldman Sachs Group (NYSE:GS), Lockheed Martin Corp (NYSE:LMT), APA Corp (NASDAQ:APA).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active Patience®, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.
Market Cap
The average market capitalization across the Ariel Focus Investor MF is 103.49B. The market cap for tickers in the group ranges from 1.78B to 344.88B. ORCL holds the highest valuation in this group at 344.88B. The lowest valued company is PHIN at 1.78B.
Volume
The average weekly volume growth across all stocks in the Ariel Focus Investor MF was 154%. For the same stocks of the MF, the average monthly volume growth was 199% and the average quarterly volume growth was 16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 38
Price Growth Rating: 48
SMR Rating: 29
Profit Risk Rating: 42
Seasonality Score: 19 (-100 ... +100)