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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 |
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| 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 |
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| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | - | View | ||
| 2025 Q4 | Jan 29, 2026 | abrdn U.S. Small Cap Equity Fund | 0.5% | 8.8% | ARCB, ARQT, ATEC, ATZ.TO, AZZ, CARG, CORT, ELF, HLIO, ITGR, LRN, LZB, OSW, PI, REVG, SUPN, TRNO, VIAV | healthcare, industrials, infrastructure, Quality, small caps, technology | The fund focuses on US small-cap equities, which rose over the quarter but lagged broader US equities. The manager emphasizes higher-quality small-cap businesses that offer resilience against macroeconomic headwinds while benefiting from secular trends. The manager sees compelling opportunities from increased infrastructure investment as a secular trend. New position AZZ is positioned to benefit from grid modernization and domestic manufacturing reshoring. Reshoring of supply chains presents compelling opportunities for smaller companies. AZZ is positioned to benefit from domestic manufacturing reshoring trends, while the broader strategy targets companies that can capitalize on this shift. The fund initiated a position in AZZ, which is positioned to benefit from accelerating data-center development. This reflects the manager's view on the growth potential in data center infrastructure. | CORT |
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| 2022 Q3 | Sep 30, 2022 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AZZ, CARG, CMP, ECVT, GBLI, HCCI, LGF/A, VSAT, WSTG | - | View | ||
| 2022 Q1 | Apr 30, 2022 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AZZ, CFX, ECVT, SCWX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | AZZ Inc. | Industrials | Electrical Components & Equipment | Bull | NYSE | Coatings, infrastructure, Reshoring, services, valuation | View Pitch |
| Sep 29, 2025 | Seeking Alpha | Seeking Alpha | AZZ Inc. | Specialty Business Services | Bull | AZZ Inc., clean energy, coil coating, construction, hot dip galvanizing, industrial services, infrastructure investment, market opportunity, profitability, Revenue Growth | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Matthew J. Smith | AZZ Inc | Industrials | Specialty Business Services | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Grassroots Trading | AZZ Inc. | Industrials | Specialty Business Services | Neutral | NYSE | — | 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. | ||||||||