Performance & Portfolio Fact Sheet (pdf)

The Diamond Hill Strategic Income Portfolio seeks to provide current income and an attractive total return.

BUY STRATEGY

• Selects income-producing securities after performing a risk/reward analysis including an evaluation of interest rate, credit, and other risks.
  
• Securities are purchased when the compensation received for bearing risk is attractive compared to the risks borne.
  
• The Investment Team allocates relatively more of its investments to those sectors that are expected to offer the best prospects for current income and capital appreciation.

SELL STRATEGY

• Securities are generally held until they mature or are called.
  
• Securities may also be sold because they are no longer attractive on either an absolute basis or relative to other opportunities available.

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