Categories:
The Power of Disruption…and Sound Fundamentals
International Perspectives: A Monthly Research Analyst Series | June 2020
By Grady Burkett, CFA
Understanding technological shifts and changes in consumer behavior is important when evaluating businesses, but we believe staying grounded in fundamental analysis is essential.
Untouchable Value: The Importance of Intangible Assets
International Perspectives: A Monthly Research Analyst Series | January 2020
By Grady Burkett, CFA
Valuing intangible assets is key when researching companies, but the value of these assets are often significantly understated. International PM Grady Burkett explains why these assets play such a crucial role in a company’s competitive position and growth prospects.
Examining Holdings with Chinese Exposure
Amidst Market Turbulence

International Perspectives: A Monthly Research Analyst Series | October 2019
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.
The Case for International Investing
International Perspectives: A Monthly Research Analyst Series | July 2019
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.
Think Fundamentally, Invest Internationally
International Perspectives: A Monthly Research Analyst Series | May 2019
Grady Burkett, CFA and Krishna Mohanraj, CFA
Our research team has spent over 10 years evaluating international businesses. In the first installment of our new International Perspectives series, portfolio managers Grady Burkett and Krishna Mohanraj discuss how our bottom-up approach is applied to both domestic and international businesses and why we believe we are well-positioned to deliver competitive returns in the international space.
back to top