Diamond Hill Capital Maintains Position in Silvercrest Despite Profitability Challenges
In its Q2 2026 investor letter, Diamond Hill Capital's Small Cap Strategy reported a return of 24.01%, outperforming the Russell 2000 Index by nearly three percentage points. The fund attributed strong performance to stock selections in healthcare and industrials sectors while underweight positions in technology hurt relative returns due to AI-driven gains elsewhere. Despite ongoing profitability pressures, Diamond Hill Capital maintained its position in Silvercrest Asset Management Group (NASDAQ:SAMG). Shares of SAMG closed at $9.98 on September 3, 2026, down 1.58% for the day and nearly 38% over the past year. The firm cited client outflows and high compensation costs as key challenges overshadowing Silvercrest's strong long-term performance. The fund emphasized its focus on resilient small-cap companies in infrastructure, defense modernization, and essential industries where disciplined capital allocation can drive value creation.
Tickers: $SAMG
Topics: Diamond Hill Capital Russell 2000 Index Silvercrest Asset Management Group (SAMG) Small Cap Strategy