Chuck Bath: The Evolution of a Value Investor
Diamond Hill’s Large Cap portfolio manager, Chuck Bath was recently featured on Morningstar’s The Long View podcast where he discussed competitive advantages, inflation, and what he considers to be the market’s ‘sweet spot.’
Note: This interview was recorded on March 4, 2020 and doesn’t incorporate the recent market volatility.
The views expressed are those of Diamond Hill as of March 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.
As of February 29, 2020, Diamond Hill owned Abbott Laboratories (equity), Alphabet, Inc. - Class A (equity), The Charles Schwab Corp. (equity), Chevron Corp. (equity), Citigroup, Inc. (equity), Eastman Chemical Co. (equity), Facebook, Inc. - Class A (equity), Fidelity National Information Services, Inc. (equity), Microsoft Corp. (equity) and Parker-Hannifin Corp. (equity). As of December 31, 2019, Diamond Hill owned Abbot Laboratories (debt), Apple, Inc. (debt) and Citigroup, Inc. (debt). For the Large Cap Fund's risks and prospectus please click here.