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Some will say the fast-moving tech industry will be the death of traditional auto companies, but we would argue this is simply the jumpstart the auto industry needed to evolve and maintain its position.

With all the hype and headlines surrounding 5G, it’s important to separate truth from fiction. Listen to this episode to understand 5G’s near-term potential and why we believe progress will be far slower and less disruptive than many expect.

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(disclosure)

The views expressed are those of Diamond Hill as of August 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of July 31, 2019, Diamond Hill owned shares of AT&T, Inc., Verizon Communications, Inc., American Tower Corp., Crown Castle International Corp., Comcast Corp., and Charter Communications, Inc. (Cl A).

5G: Who Are the Winners and Losers?
Industry Perspectives: A Monthly Research Analyst Series
By Cathy Yao, CFA
Adding 5G capacity will require more of each wireless network lever – more spectrum, greater network density, and more spectral efficiency. This is where problems begin.
Specialty Pharma: In Search of Value Beyond the Headlines
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
While investors continue to be concerned about balance sheets and litigation risks in this space, they are disregarding some important positive developments during the last year that we believe bode well for the future.

Earlier this month, we launched the Diamond Hill International strategy, recognizing that international markets can offer long-term opportunity for the patient investor. Grady Burkett, CFA and Krishna Mohanraj, CFA join to discuss the broad and growing opportunity set in these markets and why we believe our approach to investing is well suited to the international marketplace.

Subscribe: Apple Podcasts | Spotify

(disclosure)

The views expressed are those of Diamond Hill as of July 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

As of June 30, 2019, Diamond Hill owned shares of Diageo PLC, Annheuser-Busch Inbev NV, and Cisco Sytems, Inc.

For the fund's risks and prospectus please click here.

The Case for International Investing
International Perspectives: A Monthly Research Analyst Series
By Grady Burkett, CFA and Krishna Mohanraj, CFA
Earlier this month, we launched the Diamond Hill International strategy, recognizing that international markets can offer long-term opportunity for the patient investor. Read our latest insight to understand the broad and growing opportunity set in these markets and why we believe our approach to investing is well suited to the international marketplace.
RPM International: Where Opportunity Meets Preparation
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
Our... thesis for RPM was driven by a belief that the company was well-run from a top-line revenue perspective given the strength of its brands and strong track record of organic growth.
Mortgage-backed securities (MBS) can play an important role as a fixed income asset class that offers several benefits. In addition to historically attractive yields compared with Treasuries and low volatility, these highly liquid assets provide diversification, which can lower portfolio risk.
The MBS market continues to evolve as new types of securities are created to meet increasingly specific client needs, causing market complexities and nuances that skilled, active portfolio managers can leverage to generate alpha.
Mortgage-backed securities (MBS) can play an important role as a fixed income asset class that offers several benefits. In addition to historically attractive yields compared to Treasuries and low volatility, these highly liquid assets provide diversification, which can lower portfolio...
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