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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 8, 2024 | VH Standard Asset Management | -2.2% | -2.2% | AMED, AXNX, AYX, CBAY, CPRI, DOMA, ETRN, HAYN, HES, KRTX, NWLI, PXD, SCX, SPLK, TAST, TCN, TDCX, TGH | Cash Alternative, diversification, liquidity, Merger Arbitrage, risk management | The fund participated in several completed biotech transactions during March, including SOVO which was one of their largest risk exposures. The SOVO transaction received FTC additional information requests in October, prompting the manager to double their position from 2% to 5% of AUM before reducing exposure as the stock price approached the deal price. | View | |
| 2024 Q4 | Dec 31, 2024 | Diamond Hill Small Cap Fund | 1.0% | 13.2% | ALGT, ASH, ASTH, CALM, CMPR, CURB, FIP, GHM, GTES, HAYN, LEU, LOB, MLAB, RCKY, RRR, SANM, USLM, WNS | defense, industrials, infrastructure, nuclear, small caps, value | Growing momentum around building additional nuclear power sources in the United States as immense power needs from AI-related datacenter demand require constant baseload power, which nuclear provides carbon-free. Centrus Energy benefited from this trend. | CURB CMPR MLAB FTAI USLM |
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| 2023 Q3 | Sep 30, 2023 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALGT, CALM, CIVI, DCO, ENOV, FTAI, HAYN, LANC, LEU, LOB, MLR, PRGS, RMNI, RRR | defense, energy, financials, nuclear, small caps, technology, value | Energy was the best performing sector in Q3 on the back of rising oil prices, notching a positive quarter at 19%. Oil prices rose against a backdrop of OPEC+ production cuts, benefiting holdings like Civitas Resources which saw earnings recover and share price rebound accordingly. | LAS/A CN|MLR|MNRO|NGS|WHGLY|WLY ADCO CALM CIVI |
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| 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. | ||||||||