Increased Optimism Lifted Triumph Financial (TFIN) in Q4

Group 1 - Diamond Hill Capital's "Small Cap Strategy" reported a favorable performance in Q4 2025, with the Russell 2000 Index returning 2.19% and a 12.81% gain for the year [1] - The health care sector was the best performer in the Russell 2000 Index, achieving an 18.6% return [1] - The Strategy outperformed the Russell 2000 Index in Q4 2025, returning 4.88% net of fees [1] Group 2 - Triumph Financial, Inc. (NYSE:TFIN) was highlighted as a leading contributor in the fourth-quarter 2025 investor letter, focusing on banking and services for the transportation industry [2][3] - As of February 4, 2026, Triumph Financial, Inc. had a market capitalization of $1.606 billion, with a stock price of $67.57 per share [2] - The company experienced a -0.84% return in the past month and a 14.07% decline over the past twelve months [2] - The shares of Triumph Financial, Inc. rebounded in Q4 due to optimism regarding the end of a prolonged freight recession [3] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with 16 hedge fund portfolios holding its shares at the end of Q3 [3]