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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 |
| 2025 Q2 | Jul 22, 2025 | American Century Small Cap Value Fund | -0.4% | - | ACLS, AHL, CODI, DOO CN, ENOV, GMS, GPK, GTES, MRX | Balance Sheets, Mean reversion, small caps, valuation, value | The letter argues that small-cap value stocks remain deeply undervalued following years of underperformance. Management highlights balance sheet strength, pricing power, and mean reversion as key drivers of future returns. The outlook favors disciplined stock selection amid improving fundamentals. | View | |
| 2024 Q2 | Jul 10, 2024 | Alphyn Capital Management | 8.9% | 13.5% | AMZN, BUR, COGT, ENOV, ESAB, EXO NA, FFH CN, GOOG, IAC, KKR, KMX, PROSY, TVK CN, W | - | View | ||
| 2023 Q3 | Nov 21, 2023 | Alphyn Capital Management | 8.9% | 13.5% | 8L8 GR, AHT LN, BUR, CRTA LN, ENOV, FFH CN, IAC, KFS, KKR, KMX, PRX SW | - | View | ||
| 2023 Q3 | Oct 31, 2023 | The London Company Small Cap | 7.0% | 8.9% | ENOV, LANC, NEU, NGVT, QLYS, TPX | - | View | ||
| 2025 Q4 | Jan 23, 2026 | American Century Small Cap Value Fund | -1.1% | -3.3% | AMKR, ARCB, ARW, AVT, AXS, BBWI, BC, BIRK, COLB, EEFT, ENOV, EVTC, GPK, HZO, MARA, OKLO, ONB, PATK, SSB, TKR, UMBF | banks, consumer discretionary, healthcare, industrials, semiconductors, small cap, value | The fund maintains significant overweight exposure to banks, remaining constructive on the industry due to continued positive inflection in net interest income and belief that fears of an extended negative credit cycle were overstated. Many holdings still trade meaningfully below historical multiples. Overweight positioning tilted toward higher-quality, unique businesses targeting high-end consumers including global consumer brands like Brunswick and Birkenstock. Specialty retail exposure includes marine dealers and Bath & Body Works. The sector remains attractive with overweight positioning in higher-quality industrials including machinery, distribution, and commercial services. Many holdings demonstrated strong pricing power during inflationary environment and returned cash to shareholders via dividends, buybacks and debt reduction. Information technology contributed through stock selection, with strong results from Amkor Technology benefiting from AI packaging solutions and domestic chip manufacturing trends. The company is one of two in the US capable of providing large-scale advanced packaging solutions. | View | |
| 2023 Q3 | Sep 30, 2023 | Diamond Hill Mid Cap | 8.3% | 13.3% | AIG, ENOV, LHX, MAA, RRR, WCC | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | CALM, CIVI, ENOV, LEU, RRR | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ENOV, MAA, PRGS, RRR, WCC | - | 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-Mid Cap Strategy | 8.4% | 9.2% | ALGT, ASH, CALM, COOP, ENOV, NVR, PRG, SPH, WCC | - | View | ||
| 2024 Q2 | Jul 22, 2024 | The London Company Small Cap | 7.0% | 8.9% | ACIW, CERT, DOOR, DV, ENOV, GTES, MATX, MBUU, MUSA, TPX | - | View | ||
| 2023 Q2 | Jul 19, 2023 | The London Company Small Cap | 7.0% | 8.9% | AUB, CTS, CWST, ENOV, MATX, MRTN, MUSA, NGVT | - | View | ||
| 2023 Q2 | Jul 18, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | APG, COOP, EHC, ENOV, GDEN, LPRO, PLXS, WKC | - | View | ||
| 2023 Q1 | Apr 20, 2023 | The London Company Small Cap | 7.0% | 8.9% | AQUA, ENOV, IAA, LIVN, MUSA, PAG, TPX, VNT, WTM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Jehoshaphat Research | Enovis Corp | Health Care | Health Care Equipment | Bear | NYSE | Accounting, leverage, M&A risk, Orthopedics, Rehab devices | 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. | ||||||||