Portfolio Manager John McClain, CFA, joins us to discuss recent developments in the high yield market and how volatility can provide opportunity for investors focused on security selection. After the difficulties of the previous month and the rough start to November, our high yield team believes that opportunities have been uncovered if investors focus on long term fundamentals.
John Loesch, Banking analyst, Co-Director of Research and Portfolio Manager joins us for an in-depth discussion about Bank OZK, a high-quality bank that has demonstrated an unmatched ability to grow intrinsic value at attractive rates and has done so with remarkable consistency. Businesses like Bank OZK don’t come along every day, and John discusses what excites us about these types of investments. Read more about Bank OZK in our August Industry Perspective.
The guest for this episode is Josh Barber. Josh is one of the portfolio managers on our financial long/short strategy, a sleeve manager for the research opportunity strategy, and his research focus is on REITs title and mortgage insurance.
The guest for this podcast is Aaron Monroe, sector lead for our consumer group, assistant portfolio manager for our small cap strategy and coverage for our gaming, lodging and leisure research. In our discussion today, we’ll talk about Aaron’s career path to Diamond Hill, the importance of the CFA designation in our business, his visits to parking lots and other places, and searching for value as an investor.
Bill Zox and John McClain are co-portfolio managers on our Corporate Credit and High Yield strategies. Bill Zox started his career as a lawyer, graduated from Williams College, received a degree in taxation from the University of Florida, and received his law degree from The Ohio State University. Bill has been an employee since 2001 and is the Chief Investment Officer for Fixed Income. John McClain started in the industry in 2007 focusing on distressed debt and corporate workouts, and has been with Diamond Hill since 2014. He graduated from the University of Kentucky and received his MBA from Carnegie Mellon.