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Assessing the Value of Technology Companies


PM Nate Palmer, CFA, CPA, discusses why we consider some technology stocks as value investments despite many viewing them as growth stocks and current headwinds facing tech companies.

Carefully consider the Fund’s investment objectives, risks and expenses. This and other important information are contained in the Fund’s prospectus and summary prospectus, which are available at diamond-hill.com or calling 888.226.5595. Read carefully before investing. Diamond Hill Capital Management, Inc., a registered investment adviser, serves as Investment Adviser to the Diamond Hill Funds and is paid a fee for its services. Not FDIC insured | No bank guarantee | May lose value

Risk disclosure: The portfolio uses short selling which incurs significant additional risk. Theoretically, stocks sold short have the risk of unlimited losses. Overall equity market risks may affect the portfolio’s value.

For standardized performance, expenses and important information, click here.

The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).

As of 31 March 2023, Diamond Hill owned shares of Microsoft Corp., Alphabet, Inc. (Cl A) and Meta Platforms, Inc. (Cl A).

The views expressed are those of the speaker as of April 2023 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal.

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