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Short Duration Securitized Bond and Core Bond Portfolio Manager Call Replay

Henry Song, CFA

&

Mark Jackson, CFA


Portfolio managers Henry Song, CFA, and Mark Jackson, CFA, discuss the benefit of a focus on securitized assets and the role of core bond allocations in portfolios.

Performance is not guaranteed. The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s current performance may be lower or higher than the performance data quoted. Investors may obtain performance information current to the most recent month-end, within 7 business days, at diamond-hill.com.

Click here for standardized performance, expenses and important information for the Short Duration Securitized Bond Fund and Core Bond Fund.

The benchmark for the Short Duration Securitized Bond Fund is the Bloomberg Barclays U.S. 1-3 Yr. Gov./Credit Index. The Bloomberg Barclays U.S. 1-3 Yr. Gov./Credit Index is an unmanaged index of investment grade government and corporate bonds with maturities of one to three years.

The benchmark for the Core Bond Fund is the Bloomberg Barclays U.S. Aggregate Index. The Bloomberg Barclays U.S. Aggregate Index is an unmanaged index representing the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through, and asset-backed securities.

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

The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).

The views expressed are those of Diamond Hill Capital Management as of January 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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