Categories:

Portfolio Manager Chuck Bath discusses how current market volatility compares to other periods of volatility he’s seen throughout his nearly 40-year career and how he maintains a long-term approach amid market turbulence.

(disclosure)

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

The S&P 500 Index is a market capitalization-weighted index focused on the large-cap segment of the market. The index is comprised of 500 of the top companies in leading industries in the U.S. economy.

As of February 29, 2020, Diamond Hill owned Chevron Corp. (equity). As of December 31, 2019, Diamond Hill owned Ford Motor Co. (debt).

Business Continuity
Podcasts
March 27, 2020

CEO Heather Brilliant, Director of IT John Kroeger and CCO Gary Young discuss our business continuity and disaster recovery plans and how they have been put into action due to COVID-19.

(disclosure)

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

Diamond Hill’s Large Cap portfolio manager, Chuck Bath was recently featured on Morningstar’s The Long View podcast where he discussed competitive advantages, inflation, and what he considers to be the market’s ‘sweet spot.’
Note: This interview was recorded on March 4, 2020 and doesn’t incorporate the recent market volatility.

(disclosure)

The views expressed are those of Diamond Hill as of March 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 February 29, 2020, Diamond Hill owned Abbott Laboratories (equity), Alphabet, Inc. - Class A (equity), The Charles Schwab Corp. (equity), Chevron Corp. (equity), Citigroup, Inc. (equity), Eastman Chemical Co. (equity), Facebook, Inc. - Class A (equity), Fidelity National Information Services, Inc. (equity), Microsoft Corp. (equity) and Parker-Hannifin Corp. (equity). As of December 31, 2019, Diamond Hill owned Abbot Laboratories (debt), Apple, Inc. (debt) and Citigroup, Inc. (debt). For the Large Cap Fund's risks and prospectus please click here.

Fixed Income CIO Bill Zox and PM John McClain share their thoughts on recent activity in the high yield markets, the government’s response to market volatility and impacts of the ongoing oil price war.

Presentation Slides

(disclosure)

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

March 2020 Oil Update
Podcasts
March 10, 2020

Energy Analyst Blake Haxton, CFA, and Portfolio Manager John McClain, CFA, discuss how Saudi Arabia and Russia sent oil prices tumbling after Friday’s OPEC meeting and what this means for equity and high yield markets already reeling from COVID-19.

(disclosure)

The views expressed are those of Diamond Hill as of March 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 December 31, 2020 Diamond Hill owned Diamondback Energy, Inc. (debt).

Fixed Income CIO Bill Zox, CFA, breaks down the Fed’s reaction to market volatility caused by COVID-19 and discusses how our fixed income team is positioned to take advantage of ongoing volatility in the market.

(disclosure)

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

The ICE BofA U.S. High Yield Index tracks the performance of the U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. The index data referenced herein is the property of ICE Data Indices, LLC, its affiliates (“ICE Data”) and/or its third party suppliers and has been licensed for use by Diamond Hill Capital Management, Inc. ICE Data and its third party suppliers accept no liability in connection with its use. See diamond-hill.com for a full copy of the disclaimer.

The S&P 500 Index is a market capitalization-weighted index focused on the large-cap segment of the market. The index is comprised of 500 of the top companies in leading industries in the U.S. economy.

These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

February 2020 Equity Market Update
Podcasts
February 27, 2020

CIO Austin Hawley, CFA, discusses how market volatility caused by COVID-19 is impacting our equity portfolios and the benefits of short-term volatility.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Booking Holdings, Inc. (equity) and United Airlines Holdings, Inc. (equity). As of November 30, 2019 Diamond Hill owned United Airlines Holdings, Inc. (debt).

February 2020 International Market Update
Podcasts
February 27, 2020

Portfolio Manager Grady Burkett, CFA, and Analyst Yiting Liu, CFA, share how the market sell-off caused by COVID-19 is impacting our International Strategy and how they’re opportunistically adding to holdings in the portfolio.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Grupo Aeroportuario del Sureste SAB de CV - Class B (equity).

February 2020 Fixed Income Market Update
Podcasts
February 27, 2020

Portfolio Manager John McClain, CFA, discusses how market instability caused by COVID-19 is impacting our fixed income portfolios and where he’s finding opportunities amid the chaos.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Citigroup, Inc. (equity) and United Airlines Holdings, Inc. (equity). As of November 30, 2019 Diamond Hill owned Citigroup, Inc. (debt) and United Airlines Holdings, Inc. (debt).

The ICE BofA U.S. High Yield Index tracks the performance of the U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. The index data referenced herein is the property of ICE Data Indices, LLC, its affiliates (“ICE Data”) and/or its third party suppliers and has been licensed for use by Diamond Hill Capital Management, Inc. ICE Data and its third party suppliers accept no liability in connection with its use. See diamond-hill.com for a full copy of the disclaimer.

The S&P 500 Index is a market capitalization-weighted index focused on the large-cap segment of the market. The index is comprised of 500 of the top companies in leading industries in the U.S. economy.

These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

Market dislocations caused by macro events, such as coronavirus, can provide long-term investment opportunities for patient investors. Analyst Yiting Liu, CFA explains how this has held true for our airport operator investments.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Fairfax Financial Holdings Ltd. (equity) and Southeast Airport Group (equity).

1 2 3 4
back to top