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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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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Utz Brands, Inc. | Consumer Staples | Packaged Foods | Bull | New York Stock Exchange | brands, Consumerstaples, deleveraging, Freecashflow, Snacks | View Pitch |
| Dec 5, 2025 | Fund Letters | Chris Welch | UTZ Brands, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | NYSE | brands, deleveraging, growth, Margins, Snacks | 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. | ||||||||