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Diamond Hill's Fixed Income Team Marks 5-Year Anniversary

Mark Jackson, CFA

&

Henry Song, CFA


Since joining Diamond Hill five years ago, Henry Song, CFA, and Mark Jackson, CFA, have remained focused on delivering the best possible outcomes for clients. Achieving those outcomes in the current environment, including through the COVID-19 pandemic and a period of historically low interest rates, has highlighted the team’s capabilities in fixed income markets and in particular the securitized market. In this podcast, Henry and Mark reflect on the past five years, the market environment and how fixed income investing has evolved since the pandemic.

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Click here for standardized performance, expenses, prospectus and important information for the Short Duration Securitized Bond Fund.

Click here for standardized performance, expenses, prospectus and important information for Core Bond Fund.

A complete list of portfolio holdings for each fund is available here: Short Duration Securitized Bond and Core Bond.

The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).

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.

Bloomberg Barclays Intermediate US Aggregate Bond Index is a market index of high quality, domestic fixed income securities with maturities of less than 10 years.

The views expressed are those of the speakers as of August 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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