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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.

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