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Small, Small-Mid and Mid Cap Portfolio Manager Call Replay

Aaron Monroe, CFA

&

Chris Welch, CFA


Portfolio managers Chris Welch, CFA, and Aaron Monroe, CFA, provide an update on travel & leisure and discuss opportunities they are finding.

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.

For Diamond Hill Small Cap Strategy standardized performance, expenses and important information click here.

For Diamond Hill Small-Mid Cap Strategy standardized performance, expenses and important information click here.

For Diamond Hill Mid Cap Strategy standardized performance, expenses and important information click here.

A complete list of portfolio holdings for each strategy is available here: Small Cap, Small-Mid Cap and Mid Cap.

The holdings identified do not represent all of the securities purchased, sold or recommended for the adviser’s clients. The reader should not assume that an investment in the securities identified was or will be profitable. To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the measurement period, contact 855.255.8955 or info@diamond-hill.com.

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.

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.

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