Austin Hawley, CFA
Portfolio Manager
Rick Snowdon, CFA
Composite Fact Sheet
Composite Commentary
Past performance is not a guarantee of future results. To view a compliant presentation for all composites, click here.
1 This is presented as supplemental information. Source: eVestment Analytics. Ranking within eVestment U.S. All Cap Value Equity universe based on monthly returns gross of fees. Ranking data calculated on 1/20/21 (as of 12/31/20) and is subject to change as additional firms within the category submit data.
This is presented as supplemental information.
The portfolio typically invests in companies with a market capitalization greater than $500 million.
2 Active Share: Source: FactSet. Active share measures the difference between portfolio holdings and the benchmark. The higher the active share, the greater the difference. The Russell 3000 Index is the core benchmark. The Russell 3000 Value Index is the value benchmark. Upside/Downside Capture: Source: eVestment Analytics based on monthly returns (gross of fees) from 7/1/00 – 12/31/20.
3 Cash & Other may include cash, treasuries, money market funds, and short duration fixed income funds.
Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for a full copy of the disclaimer.