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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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| 2025 Q2 | Jul 24, 2025 | Voya MI Dynamic Small Cap Fund (formerly Voya Small Company Fund) | - | - | HIMS, MGNI, MUR, NSP, NVT, RKLB | AI, fundamentals, growth, small caps, stock selection | The letter emphasizes high-quality small-cap companies benefiting from sustainable growth trends and improving fundamentals. Management highlights AI-driven tailwinds, expanding leadership, and defensive sector opportunities. Stock selection discipline is positioned as critical amid elevated volatility. | 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 | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | CIVI, CTRA, CUBE, ERII, FBIN, FHN, GDDY, LOB, NSP, NVST, RRR, ST, WBS, WCC, WNS | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | BWA, CIEN, CTRA, CUBE, FBIN, GDDY, NSP, NVST, PH, RRR, ST, VFC, WBS, WCC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | Insperity, Inc. | Industrials | Human Resource & Employment Services | Bear | NYSE | Benefits, Competition, disruption, Margins, Peo | View Pitch |
| Nov 26, 2025 | Value Investors Club | Supernova | Insperity, Inc. | Industrials | Human Resource & Employment Services | Bull | NYSE | PEO, HR outsourcing, Buybacks, Industry penetration,Compounder, Repricing | 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. | ||||||||