Diamond Hill
Diamons Hill Small Mid Cap Fund
Mid-cap
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Diamond Hill for every strategy.
Its investment theses
- InformaticaDec 2024Informatica is a promising data management software company with a solid long-term outlook, currently transitioning to cloud-native solutions, which presents an attractive investment opportunity.
- Rexford Industrial RealtyDec 2024Rexford Industrial Realty is a warehouse REIT focused on Southern California, facing short-term challenges but positioned for medium-term gains due to slowing new supply and an attractive valuation.
- Teledyne TechnologiesDec 2024Teledyne Technologies is a diversified industrial technology provider with a strong history of value creation, making it an attractive investment despite some investor skepticism regarding its acquisition of FLIR Systems.