Skip to main content

Large Cap and Large Cap Concentrated Portfolio Manager Call Replay

Chuck Bath, CFA


Portfolio manager Chuck Bath, CFA, discusses the recent outperformance of value stocks and the potential for higher inflation.

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

For Diamond Hill Large Cap Strategy performance and important information click here.

For Diamond Hill Large Cap Concentrated Strategy performance and important information click here.

A complete list of portfolio holdings for each strategy is available here: Large Cap, and Large Cap Concentrated.

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.

Subscribe to Insights

Latest Insights

Blog | 09.14.2021

Core Fixed Income — Alive & Well

by: Mark Jackson CFA
and Henry Song CFA

Five years ago, the “death of core” was a trending topic. Fast forward to today and we continue to believe, as we did then, that core remains a vital part of a well-balanced fixed income portfolio. Learn why.

Watch
Blog | 09.09.2021

Tapering vs. Tantrums — What's In Store?

by: Douglas Gimple

As more tapering rhetoric comes out, are there lessons to be learned from previous tapering and tantrums? We take a brief look back in history to see if we can gather any insights about the potential tapering ahead of us and what it means for investors.

Read
Back to top