For standardized performance, expenses and important information click here.
Click here to view a complete list of holdings for the Long-Short Fund.
The Russell 1000 Index is an unmanaged market capitalization-weighted index comprised of the largest 1000 companies by market capitalization in the Russell 3000 Index, which is comprised of the 3000 largest U.S. companies by total market capitalization. The blended index represents a 60% weighting of the Russell 1000 Index and a 40% weighting of the ICE BofAML U.S. T-Bill 0-3 Month Index. The ICE BofAML U.S. T-Bill 0-3 Month Index is comprised of U.S. dollar denominated U.S. Treasury Bills with a term to maturity of less than 3 months.
The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).
The holdings identified do not represent all of the securities purchased, sold, or recommended for the adviser’s clients. The reader should not assume that an investment in the securities identified was or will be profitable. To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the measurement period, click here or contact 855.255.8955 or firstname.lastname@example.org.
Performance is not guaranteed. The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s current performance may be lower or higher than the performance data quoted. Investors may obtain performance information current to the most recent month-end, within 7 business days, at diamond-hill.com.
The views expressed are those of Diamond Hill Capital Management as of January 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.