Summary

• Diamond Hill Small Cap Strategy returned 3.41% (net of fees) and the Russell 2000 Index returned 0.89%.
• Stock selection in health care as well as our underweight to information technology were the largest relative positives, while our underweight to energy served as a modest relative headwind.
• Heightened volatility as well as uncertainty remained front and center throughout the quarter, exacerbated by the ongoing conflict in Iran and resulting increase in global oil prices.

Quarterly Snapshot

Performance

The Strategy returned 3.41% (net of fees) and the Russell 2000 Index returned 0.89%.

Key drivers

Stock selection in health care as well as our underweight to information technology were the largest

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