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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.

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(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.

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).

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.

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(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.

Portfolio Manager Henry Song, CFA joins us to discuss the evolution of the mortgage market and how the wide variety of securities in this market can lead to opportunities.

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(disclosure)

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

Consumer analyst Jenny Hubbard discusses how third-party platforms have enabled Western retail brands to quickly build a meaningful presence in China and if we believe this positive momentum is sustainable.

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(disclosure)

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

Portfolio Manager John McClain, CFA, joins us to discuss why we find the BBB segment of the fixed income market compelling and where opportunities lie in the space.

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(disclosure)

The views expressed are those of Diamond Hill as of April 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 February 28, 2019, Diamond Hill owned shares of Ford Motor Credit Co. LLC; General Motors Financial Co., Inc.; Netflix, Inc.; and Altria Group, Inc.

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.

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(disclosure)

The views expressed are those of Diamond Hill as of November 2018 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

The ICE BofA Merrill Lynch U.S. High Yield Index tracks the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. As of August 31, 2018 Diamond Hill held TEVA, GM, F, and GE.

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.

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(disclosure)

The views expressed are those of Diamond Hill as of August 2018 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

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.

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(disclosure)

The views expressed are those of Diamond Hill as of July 2018 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

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.

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(disclosure)

The views expressed are those of Diamond Hill as of June 2018 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

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