Skip to main content

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 finding differentiation in securitized assets and the impact of recent interest rate moves.

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

The benchmark for the Diamond Hill Short Duration Securitized Bond Strategy 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 Diamond Hill Core Bond Strategy 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. Index data source: Bloomberg Index Services Limited. These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB. Non-Investment Grade or High Yield is a Bond Quality Rating of BB or below.

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.

The views expressed are those of Diamond Hill Capital Management as of July 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. Investing involves risk including the possible loss of principal.

Subscribe to Insights

Latest Insights

Industry Perspectives | 07.28.2021

Investing in Investors – A Look at the Asset Management Industry

by: Tejas Patel CFA

For asset managers, we believe delivering excellent client outcomes ultimately drives the amount and sustainability of cash flows. Learn more about what we look for when assessing asset managers in our latest Industry Perspective.

Read

Back to top