Share Financials Update John Loesch, CFA 21 May 2020 Banking analyst John Loesch discusses how COVID-19 has impacted bank stocks and how the current rate environment is impacting the sector. The views expressed are those of Diamond Hill as of May 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice. As of April 30, 2020, Diamond Hill owned Sterling Bancorp (equity), First of Long Island Corp. (The) (equity), SVB Financial Group (equity), Cadence BanCorp (equity), First Republic Bank (equity) and BOK Financial Corp. (equity).
The JRo Show: Interview With Win Murray 1 April 2024 Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast) Listen
Beyond the Magnificent Seven: Where We See Value Today 28 March 2024 Portfolio managers Austin Hawley and Rick Snowdon share insights on finding value in today's market. From the Magnificent Seven's divergence to opportunities in regional banks, real estate, and more — get their unique perspective on where they're uncovering attractive valuations. (26 min video) Watch