Bernzott Capital Advisors added 71,353 shares of Silgan Holdings, an estimated $2.90 million trade based on quarterly average pricing. The quarter-end value of the Silgan stake increased by $2.53 million, reflecting both the purchase and changes in share price.
The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.
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