Our Pledge We resolve to do our part to foster diversity and inclusion at Diamond Hill, in our industry and within our community. Read
Blog International Market Outlook — What's Trending for 2022? Investors are facing several headwinds including the ongoing pandemic, rising inflation and supply chain disruptions. What’s in store for 2022 and beyond? Portfolio managers Grady Burkett, CFA, and Krishna Mohanraj, CFA, share their perspectives on these topics and more. Read
Blog Investment Roundtable — Inflation & Supply Chain Disruptions From energy to consumer to technology to airlines, we examine the impacts that inflationary pressures and supply chain disruptions are having on companies around the world in our latest investment roundtable. More
Blog Themes Impacting Global Markets Today Portfolio managers Grady Burkett, CFA, and Krishna Mohanraj, CFA, discuss global inflation, supply chain disruption and the secular trends that are impacting businesses around the globe. Watch
Where to Find Value in International Markets Warren Buffett once said, "When a bad business meets a good manager, it's the reputation of the business that survives." Krishna Mohanraj, CFA, discusses the merits and shortcomings of this perspective, along with other investment topics, with Robert Huebscher of Advisor Perspectives in this recent podcast. Listen
Blog Opportunities Across the Cap Spectrum We recently asked portfolio managers Chris Welch, CFA, and Aaron Monroe, CFA, about their thoughts on the current market environment and where they are finding investment opportunities. Read
Blog From Purpose to Action Featuring Heather Brilliant CEO Heather Brilliant, CFA, shares the benefits of cognitively diverse teams, lessons learned as a leader during the pandemic and more in this recent discussion at the 2021 Australian Investment Conference. Watch
Blog The Beauty of Simplicity — Taking the Guesswork Out of Fixed Income Investing The last five years have been incredibly dynamic for investors. Portfolio manager Henry Song, CFA, discusses how he has navigated various market environments. Watch
International Perspectives Global Luxury Brands — Resiliency in the Face of Adversity How have global luxury goods companies fared during the pandemic and can they sustain growth through an inflationary environment? International analyst Yiting Liu, CFA, shares her perspectives on the luxury goods market in this podcast. Listen
Investment Letters 4 Ways to Determine If a Fund Manager Has Your Best Interests at Heart Does your fund manager have your best interests at heart? Here are 4 questions clients should be asking their fund managers to assure interest alignment. Read
Investment Letters Strengthen Your Core: The Off-Benchmark Benefit A core fixed income allocation can help mitigate near-term volatility, but a rising interest rate environment presents a challenge. To strengthen your core allocation, look beyond traditional benchmark exposures to find opportunities that will position your portfolio to add value in various market environments. Read
Investment Letters 4 Reasons to Invest Internationally Four reasons investing internationally remains a sound investment strategy, and why investors should assess their equity allocations today to ensure they are properly diversified and well positioned for the next 10 years—and beyond. Read
Industry Perspectives Network Effect — One of Technology's Most Powerful Forces Network effects are one of the most valuable – but difficult to maintain – advantages in the tech space. Analyst Varun Gupta, CFA, explains the benefits of these effects and why it’s so challenging for companies to maintain their edge. Read