Summary

• The Diamond Hill Mid Cap Strategy declined 2.02% (net of fees).
• Regal Rexnord outperformed in Q1 as the company reported strong orders.
• Diamond Hill initiated a position in Waystar.
• Diamond Hill added Kimberly-Clark to the portfolio.
• Diamond Hill chose to reduce exposure to the airline industry and exited the position in Alaska Air Group.

Quarterly Snapshot

Performance

The Strategy declined 2.02% ((net of fees)) and the Russell Midcap Index increased 1.29%.

Key Drivers

Stock selection within health care and underweight to energy were the largest relative detractors. Industrials were the

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