Grady Burkett, CFA
Portfolio Manager
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 Global Large Cap Value universe based on monthly returns gross of fees. Ranking data calculated on 1/19/21 (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 of $5 billion or greater.
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 Morningstar Global Markets Index is the benchmark. Upside/Downside Capture: Source: eVestment Analytics based on monthly returns (gross of fees) from 1/1/14 – 12/31/20.
3 Cash & Other may include cash, treasuries, money market funds, and short duration fixed income funds.
Index data source: Morningstar, Inc. See diamond-hill.com/disclosures for a full copy of the disclaimer.