Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Mid Cap | 6.1% | 4.8% | ALK, ASH, COOP, FCN, ICLR, POST, RRR, RRX, TFX, WCC | fundamentals, margin expansion, Mid Caps, self-help, valuation | The letter emphasizes mid-cap companies with strong fundamentals and mispriced growth prospects. Operational improvement, margin expansion, and self-help initiatives are key sources of value creation. Mid-cap volatility is viewed as an opportunity for active managers. | FCN ALK ASH ICLR RRX WCC RRR |
View |
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Small Cap Fund | 11.8% | -1.1% | AEO, ASH, ASTH, ASUR, AZZ, CIVI, DCO, ENOV, FA, FBIN, GHM, LEU, NSP, PLOW, RRR, STRW, UTZ | alpha, industrials, Intrinsic Value, Resilience, small caps | The commentary focuses on resilient small-cap businesses trading at meaningful discounts to intrinsic value. Defense, infrastructure, and niche industrial exposure are highlighted as long-term tailwinds. Small-cap inefficiency remains a key source of alpha despite macro uncertainty. | AEO ASUR STRW FBIN AZZ UTZ NSP DCO LEU |
View |
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Small-Mid Cap Strategy | 5.4% | 1.0% | AEO, ASH, ASUR, AZZ, DCO, FA, FBIN, GHM, LEU, NSP, RRR, UTZ | fundamentals, Intrinsic Value, Mean reversion, small caps, value | The letter emphasizes valuation discipline in small- and mid-cap equities where price dislocations persist due to macro uncertainty and risk aversion. Management argues that fundamentals, not sentiment, ultimately drive long-term returns and that many businesses trade below intrinsic value despite stable cash flows. The outlook favors patient capital as earnings normalization and multiple expansion converge. | FCN WCC RRR |
View |
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Mid Cap | -1.3% | -1.3% | AIG, ASH, COOP, ILMN, MLM, RRX, TRU, VTR, WCC | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Diamond Hill Mid Cap | -2.4% | 10.6% | ASH, CUBE, ICLR, LPLA, RRR, SOLV, TDY, WCC | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Diamond Hill Small Cap Fund | 1.0% | 13.2% | ASH, ASTH, CMPR, CURB, FIP, GHM, LEU, MLAB, RRR, USLM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Diamond Hill Small-Mid Cap Strategy | -0.8% | 8.3% | ALGT, ASH, CUBE, ICLR, INFA, REXR, RRR, SOLV, TDY, WBS, WCC | - | View | ||
| 2025 Q3 | Oct 19, 2025 | American Century Small Cap Value Fund | 4.7% | - | ACGL, ASH, AXS, BBWI, VC | consumer, financials, industrials, small caps, Value Investing | Small-cap equities benefited from steady U.S. growth and improving valuations despite volatility from rate and policy shifts. The fund emphasized financials and consumer discretionary sectors, citing underappreciated earnings potential and resilient demand. Industrial holdings with pricing power and cash flow generation also supported the value recovery trend. | View | |
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | ASH, CUBE, HII, HUM, LANC, NVR, PH, RRX | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALNT, ASH, ASTH, CIVI, FA, FTAI, IGIC, LOB, NSP, PAL, PESI, RMNI, USLM | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ASH, BBWI, COOP, CUBE, FTRE, HII, LANC, LOB, NVR, RRX | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Mid Cap | 8.3% | 13.3% | ASH, CIEN, ENOV, FERG, LEA, PH, SBAC, ST, UGJ, WCC | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALGT, ASH, CALM, GRBK, OZK, UFPT | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ALGT, ASH, CALM, COOP, ENOV, NVR, PRG, SPH, WCC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | ClearBridge Mid Cap Growth Strategy | - | - | APP, ASH, MCHP, MRVL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | Ashland Inc. | Materials | Specialty Chemicals | Bull | NYSE | Chemicals, construction, Sentiment, specialty, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||