Letters by company
Arrow Electronics, INC.
2 letters discussing ARW. Everything written about it on this site is on its ticker page.
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary Polaris added Adobe, Fujifilm, UniCredit, Cytokinetics and Booking Holdings while exiting MKS, HD Hyundai Electric, SKF and Daicel after valuation targets or disappointing execution. It favors underappreciated, cash-generative international businesses as concentrated growth leadership, sticky inflation and geopolitical risk create valuation dislocations. SECOND QUARTER 2026 +13.3% AAIGF $98BADBE $110BBABA $290BBKNG $158B
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary Polaris Global Equity Composite benefited from energy, technology, materials and utilities as the Strait of Hormuz closure reshaped sector leadership. The portfolio exited Methanex, Sally Beauty, UnitedHealth and Capgemini, then initiated Eastman Chemical and Ryanair on valuation, cost-cutting and supply-demand catalysts. FIRST QUARTER 2026 +5.9% CAPMF $22BDNBBF $48BE $86BMEOH $4.5B
