Capital Asleep: Small Cap Market Structure – Diamond Hill – 10.3.25

Overview:
Title: Capital Asleep: Small Cap Market Structure
Date: Friday, October 03, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Join us for a webcast where we will discuss:

  • How the combination of a rise in passive investing, asset manager consolidation, and fewer sell-side analysts down the cap spectrum, has impacted small cap markets.
  • Why we think this is creating a durable and attractive opportunity for small cap investors.
  • Why a business-first investment mindset is well-suited for this environment.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Aaron Monroe, CFA Aaron Monroe, CFA Portfolio Manager Diamond Hill

Aaron serves as a portfolio manager for Diamond Hill and joined the firm in 2007. From 2007 to 2008, he was an equity trader for Diamond Hill.

Prior to joining Diamond Hill, Aaron was a consulting group analyst with Smith Barney from 2006 to 2007. In 2005, he was an associate with Duff & Phelps.

Aaron has a Bachelor of Science in finance, accounting and economics from The Ohio State University (cum laude).
Kristen Sheffield, CFA, CIPM Kristen Sheffield, CFA, CIPM Portfolio Specialist Diamond Hill

Kristen serves as a portfolio specialist for Diamond Hill and joined the firm in 2014.

Prior to joining Diamond Hill, Kristen was director of investment operations at WealthStone, Inc. from 2007 to 2014.

Kristen has a Bachelor of Arts in mathematics-economics from Denison University (summa cum laude).