Ariel Investments released its second-quarter 2025 investor letter, reporting a +5.81% increase in the Ariel Appreciation Fund. The rebound in the stock market was fueled by interest in AI stocks, positive economic data, and robust corporate earnings. The fund outpaced the Russell Midcap Value Index but trailed the Russell Midcap Index.
One of the highlighted stocks in the fund’s letter was Fiserv, Inc. (NYSE: FI), a payment and fintech services provider. The stock had a one-month return of -2.81% and gained 4.48% over the last 52 weeks. On July 18, 2025, Fiserv, Inc. (NYSE: FI) closed at $165.74 per share with a market cap of $91.892 billion.
Ariel Appreciation Fund added Fiserv, Inc. (FI) to its portfolio, praising the company’s scale, cross-selling abilities, and innovative technologies in financial services. Despite a recent pullback in the stock due to investor concerns, the fund sees an attractive entry point and expects growth to accelerate in the second half of the year.
Fiserv, Inc. (NYSE: FI) is not among the 30 Most Popular Stocks Among Hedge Funds. While the company has investment potential, Ariel Investments believes certain AI stocks offer greater upside potential with less downside risk. For those seeking an undervalued AI stock poised to benefit from tariffs and onshoring trends, a free report on the best short-term AI stock is available.
Read more at Yahoo Finance: What Makes Fiserv (FI) a Lucrative Investment?