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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 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 |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||