Diamond Hill SMID Cap Mandate Terminated by Town Pension

Fiducient Advisors has recommended terminating the Diamond Hill Small-Mid Cap Y strategy from the Town of Monroe pension portfolio in Q2 2026 due to prolonged underperformance and firm-level organizational concerns. The approximately 5.7% allocation is slated for reallocation to higher-conviction strategies.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal date

2026-06-30

Renewal

Status moved from Watch to Terminate effective Q2 2026, with recommendation to reallocate capital away from the strategy; no future renewals anticipated under current guidance.

Document type

Agenda

Source document

Town of Monroe Pension Committee and OPEB Board of Trustees Agenda 2026-07-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Monroe?

Diamond Hill Small-mid Cap Y was awarded this financial services contract by Town of Monroe, as recorded on July 23, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Town of Monroe Pension Committee and OPEB Board of Trustees Agenda 2026-07-23 (Agenda), dated July 23, 2026 from Town of Monroe. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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