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Fixed income portfolio manager Bill Zox discusses what US high yield investors can learn from the ECB’s intervention in European credit markets—and what the opportunity is today.
We are now a little over three months past the peak of recent market uncertainty—the day the U.S. government announced its multi-prong efforts to stimulate and support financial markets and the economy.

Fixed income portfolio manager Henry Song reviews the volatile first half of 2020 in the securitized market, from the early days of the pandemic to the more recent recovery.

(disclosure)

The views expressed are those of Diamond Hill as of August 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

High Yield: Reflections on a Crisis
Podcasts | July 23, 2020

Portfolio Manager John McClain reviews the historic first half of 2020, discussing opportunities in the investment grade space, fallen angels and the ongoing opportunity in the high yield market.

(disclosure)

The views expressed are those of Diamond Hill as of July 2020 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, 2020, Diamond Hill owned equity shares of TJX Cos., Inc. (The). As of April 30, 2020, Diamond Hill owned debt in Ford Motor Credit Co. LLC, Ford Motor Co., Occidental Petroleum Corp., Sysco Corp., TJX Companies, Inc. and Wells Fargo & Co.

Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB.

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Portfolio managers Grady Burkett, Krishna Mohanraj and Rick Snowdon discuss the long-term impact on global businesses of recent economic disruptions as well as new market opportunities.
Portfolio managers William Zox, CFA, and John McClain, CFA, explain why they believe the asset class remains attractive for long-term investors.
Portfolio managers Chris Welch, CFA, and Aaron Monroe, CFA, discuss opportunities they are finding down the market cap spectrum.
Diamond Hill portfolio manager Chuck Bath, CFA, discusses opportunities he’s finding and how he’s applying our intrinsic value philosophy in today’s volatile and growth-driven markets.
Value Investing, Evolved
Investment Letters | July 13, 2020
Value investing is alive and well—despite an evolving economy. We believe understanding the source of value creation is critical for success.
Portfolio managers Henry Song, CFA, and Mark Jackson, CFA, discuss 2020's unique market environment and where they are finding opportunities.
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