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The Importance of Being Long-Term Revisited
Investment Letters | July 25, 2012
In June 2009, we published The Importance of Being Long-Term, which attempted to provide some context and quantitative rigor in support of our five-year investment horizon. That paper used over one hundred years of stock market history to support our...
Active Management Fees & Alignment of Interests
Investment Letters | August 31, 2011
The Diamond Hill Mission Statement calls on us “To serve our clients through a disciplined, intrinsic value-based approach to investing, while maintaining a long-term perspective and aligning our interests with those of our clients.” Our mission permeates the way we...
On April 28, 2010 Bill Zox, CFA, Portfolio Manager of the Diamond Hill Strategic Income Strategy published a piece titled “Positioning for Rising Inflation and Interest Rates.” This subject is still topical one year later. In the following conversation, Bill...
Historical performance for Class C shares and Class I shares prior to their inception is based on the performance of Class A shares. Class C and Class I performance has been adjusted to reflect differences in sales charges and expenses...
Managing for the Long-Term
Investment Letters | June 16, 2010
Managing for the long-term is a central tenet of everything we do at Diamond Hill. Externally, we frequently emphasize our long-term focus as it relates to our investment philosophy; however it applies equally to the way we manage our organization...
Positioning For Rising Inflation and Interest Rates
Investment Letters | April 28, 2010
Investor concern about rising inflation and interest rates has continued to grow as the recovery in the markets and real economy has progressed. Although the timing and magnitude are difficult to predict, we believe that rising inflation and interest rates...
Managing Risk and What We Learned From The Crisis
Investment Letters | December 31, 2009
With the possible exception of technology stocks around the turn of the century, the volatility we have seen in the broad stock market, and particularly in financial stocks, is unprecedented since at least the 1930s. The S&P 500 Index lost...
Market Returns – 1970s and Today
Investment Letters | June 30, 2009
As I have stated many times, I was very fortunate to get started in this business in 1982. The bull market, which began in August of that year and lasted until 2000, helped make it a wonderful period to be...
The Importance of Being Long-Term
Investment Letters | June 15, 2009
At Diamond Hill we consistently tell our clients that we aspire to achieve superior returns over periods of five years or longer. Our dedication to a long-term investment orientation is clearly articulated in our mission statement: Committed to the Graham-Buffett...
S&P 500 REDUX
Investment Letters | January 31, 2009
Past Predictions At the inception of Diamond Hill in May 2000, we expected the total return of the S&P 500 to moderate to no more than 5% per annum over the coming decade, considerably lower than what had been experienced...
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