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Investment Roundtable — Inflation & Supply Chain Disruptions


From energy to consumer to technology to airlines, we examine the impacts that inflationary pressures and supply chain disruptions are having on companies around the world in our latest investment roundtable.

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As of October 31, 2021, Diamond Hill owned shares of Alaska Air Group, Inc., Allegiant Travel Co., Assa Abloy AB (Cl B), Chevron Corp., Honeywell International, Inc., Parker-Hannifin Corp. and Tesco PLC.

As of August 31, 2021, Diamond Hill owned debt in Alaska Air Group, Inc., American Airlines Group, Inc. and United Airlines Holdings, Inc.

The views expressed are those of the speakers as of November 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.

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