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  • Philosophy and process driven by individual security analysis and valuation
  • Each security is vetted by portfolio managers to ensure proper structure and valuation at the time of purchase
  • Deep and talented research team supports portfolio managers
  • Overall portfolio strategy is driven by small, individual security decisions rather than a macro focus
  • Style purity provides clients with transparency and consistency
  • Long-term investment temperament
  • Over 25 research analysts and associates support both fixed income and equity strategies


Mark Jackson, CFA

Portfolio Manager
  • Short Duration Total Return
  • Core Bond
John McClain, CFA

Portfolio Manager
  • Corporate Credit
  • High Yield
Henry Song, CFA

Portfolio Manager
  • Short Duration Total Return
  • Core Bond
Bill Zox, CFA

Chief Investment Officer – Fixed Income & Portfolio Manager
  • Corporate Credit
  • High Yield
Suken Patel, CFA

Assistant Portfolio Manager
  • Corporate Credit
  • High Yield
Douglas Gimple

Senior Portfolio Specialist
Wenting He

Structured Product Senior Associate
Charlie Minor, CFA

Structured Product Analyst
Jack Parker, CFA

Fixed Income Senior Associate

1 Duration measures the interest rate risk of the Fund. It is an estimate of the approximate percentage change in the Fund’s net asset value resulting from a one percentage point change in interest rates.

2 Structured products refer to asset-backed securities, residential mortgage-backed securities and commercial mortgage-backed securities.

3 Security quality ratings are derived from underlying portfolio securities as rated by Standard & Poor’s. For securities that are not rated by Standard & Poor’s, but are rated by Moody’s, the Moody’s rating will be used. Diamond Hill does not calculate a rating for securities that are not rated by Standard & Poor’s or Moody’s. The Standard & Poor’s and Moody’s ratings represent an opinion only, not a recommendation to buy or sell. Unrated securities by both Standard & Poor’s and Moody’s will show in the “NR” category.

Risk Disclosure: The value of fixed-income securities varies inversely with interest rates; as interest rates rise, the market value of fixed-income securities will decline. Lower quality debt (ie: “High Yield”) securities involve greater risk of default or price changes due to potential changes in the issuer’s credit quality. The value of investments in mortgage-related and asset-backed securities will be influenced by the factors affecting the housing market and the assets underlying such securities. The securities may decline in value, face valuation difficulties, become more volatile and/or become illiquid. They are also subject to prepayment risk, which occurs when mortgage holders refinance or otherwise repay their loans sooner than expected, creating an early return of principal to holders of the loans.

The Bloomberg Barclays U.S. 1-3 Yr. Gov./Credit Index is an unmanaged index of investment grade government and corporate bonds with maturities of one to three years. The Bloomberg Barclays U.S. Aggregate Index is an unmanaged index representing the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through, and asset-backed securities. The ICE BofA U.S. Corporate & High Yield Index is comprised of U.S. dollar denominated investment grade and below investment grade corporate debt publicly issued in the U.S. domestic market. The ICE BofA U.S. High Yield Index tracks the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus or summary prospectus contain this and other important information about the Fund(s) and are available at or by calling 888.226.5595. Please read the prospectus or summary prospectus carefully before investing. The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA). Diamond Hill Capital Management, Inc., a registered investment adviser, serves as Investment Adviser to the Diamond Hill Funds and is paid a fee for its services. Diamond Hill Funds are not FDIC insured, may lose value, and have no bank guarantee.

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