Investment Roundtable—Reexamining the Post-Pandemic Consumer
Our investment roundtable brings together various Diamond Hill investment professionals to discuss relevant and timely topics. Today, we’re joined by portfolio managers Grady Burkett, CFA, and Henry Song, CFA, as well as research analyst Tim Myers, CFA, to discuss how the pandemic has impacted the consumer and companies that rely on consumers.
As of August 31, 2021, Diamond Hill owned shares of Compagnie Financiere Richemont S.A. (Cl A), LVMH Moet Hennessy Louis Vuitton SE, Swatch Group AG, Diageo PLC, Anheuser-Busch InBev S.A./N.V., Compass Group PLC, Tesco PLC, Walt Disney Co., Samsung Electronics Co. Ltd., Taiwan Semiconductor Manufacturing Co. Ltd. and InterContinental Hotels Group PLC.
As of June 30, 2021, Diamond Hill owned debt in Anheuser-Busch InBev S.A./N.V. and Walt Disney Co.
The views expressed are those of the speakers as of September 2021 and are subject to change without notice. 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. Past performance is not a guarantee of future results.