Skip to main content

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, discuss why a valuation gap remains for companies down the market cap spectrum.

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

Performance is not guaranteed. The performance data quoted represents past performance; past performance does not guarantee future results.

Click here for a complete list of portfolio holdings for each strategy.

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 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.

Subscribe to Insights

Latest Insights

Podcasts | 01.21.2021

2020 High Yield Market Recap

Fixed income PM Bill Zox, CFA, discusses what we saw in the high yield markets in 2020 and how the team positioned the portfolios through an uncertain election season and grind tighter in corporate spreads.

Listen