Small Companies, Big Conviction: Inside Small Cap Investing
After several years of large-cap dominance, shifting market conditions may now offer one of the most compelling entry points for small caps in recent history. Portfolio manager Aaron Monroe explores this dynamic, how domestically focused small caps could hold up well in a post-tariff tantrum world and where our team is finding opportunities today in this recent webinar. (37 min video)
As of December 31, 2025, Diamond Hill owned shares of Centrus Energy Corp. (Cl A), Taseko Mines, Astrana Health, Inc., Mesa Laboratories, Inc., UFP Technologies, Inc., Avanos Medical, Inc., Ryman Hospitality Properties, Inc., Red Rock Resorts, Inc. (Cl A), Alexandria Real Estate Equities, Inc., Strawberry Fields REIT, Inc., Triumph Financial, Inc., Titan America SA and Proficient Auto Logistics, Inc.
Russell 2000 Index measures the performance of roughly 2,000 US small-cap companies.
S&P 600 Index measures the performance of 600 large companies in the US. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment.
One-year turnover for the Small Cap strategy (as of December 31, 2025) is 59%.
Performance for the strategy is available here. Securities referenced may not be representative of all portfolio holdings. The reader should not assume that an investment in the securities was or will be profitable.
The views expressed are those of the speakers as of January 2026 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.