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Disney+ has arrived. Our media analyst Kavi Shelar, CFA joins us to discuss consumer expectations for the service, its impact on other streaming services, and international growth opportunities.

(disclosure)

The views expressed are those of Diamond Hill as of October 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 September 30, 2019 Diamond Hill owned Apple, Inc. (equity, long) and Walt Disney Co. (The) (equity, long). As of July 31, 2019, Diamond Hill owned Apple, Inc. (debt).

CIO Austin Hawley joins us to discuss our research team, the benefits of our unique industry-specialist model, and why we view the analyst role as a career role at Diamond Hill.

(disclosure)

The views expressed are those of Diamond Hill as of October 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 September 30, 2019 Diamond Hill owned NVR, Inc. (equity).

Portfolio Managers Henry Song and Mark Jackson join us to discuss their consistent approach, why they believe predictability and style purity is key in your core allocation, and to provide an update on our Core Bond and Short Duration Total Return strategies.

(disclosure)

The views expressed are those of Diamond Hill as of October 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.

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

Financial Technology: Disruption and Opportunity
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
Keeping abreast of the changes in financial services is more important now than ever before.

Research Analyst Yiting Liu explains the consumption power of China’s expanding urban middle class and why we are optimistic about our holdings with exposure to China.

(disclosure)

The views expressed are those of Diamond Hill as of October 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 August 31, 2019, Diamond Hill owned LVMH Moet Hennessy Louis Vuitton SE (equity), Shandong Weigao Group Medical Polymer Company Ltd. (equity), and Tencent Holdings Ltd. (equity).

Examining Holdings with Chinese Exposure
Amidst Market Turbulence

International Perspectives: A Monthly Research Analyst Series
By Yiting Liu, CFA
Despite negative headlines, we continue to find compelling investment opportunities in China. Research Analyst Yiting Liu explains the consumption power of China’s expanding urban middle class and why we are optimistic about our holdings with exposure to China.

African Swine Fever, a deadly disease that impacts pigs, is running rampant in the largest pork-producing region in the world, China. Douglas Gimple sits down with Micah Martin to discuss how the disease has spread over the last year, who we view as industry winners and losers, and why we believe overall food costs are likely to rise due to pork shortages.

(disclosure)

The views expressed are those of Diamond Hill as of September 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 August 31, 2019, Diamond Hill owned Cal-Maine Foods, Inc. (equity) and Seaboard Corp (equity). As of June 30, 2019, Diamond Hill owned Pilgrim's Pride Corp. (debt).

African Swine Fever & the Protein Industry:
What You Need to Know

Industry Perspectives: A Monthly Research Analyst Series
By Micah Martin, CFA
We believe that protein prices around the globe will likely increase significantly over the next six to nine months, but the timing, magnitude, and geographical risks remain highly uncertain.

Douglas Gimple sits down with Blake Haxton to discuss the current state of the Oil industry. Blake Haxton has been a member of the Diamond Hill team since 2016 and covers both energy and airlines at the firm. He graduated from The Ohio State University with a Bachelor’s degree in Finance and also is a graduate of the Moritz College of Law at the Ohio State University. Blake has also passed all three levels of the CFA Program.

(disclosure)

The views expressed are those of Diamond Hill as of September 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 August 31, 2019, Diamond Hill owned shares of Noble Energy.

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.
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