Share Print Conviction & Concentration – A Recipe for Long-Term Success Austin Hawley, CFA 10 June 2021 Portfolio manager Austin Hawley, CFA, discusses the Large Cap Concentrated Strategy and why a highly concentrated portfolio may appeal to certain investors. The views expressed in this presentation represent the opinions of Diamond Hill at the time the presentation was recorded, May 2021, and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice. As of May 31, 2021, Diamond Hill owned shares of American International Group, Inc.