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Diamond Hill energy analyst Blake Haxton discusses the recent energy price rout, the collision of supply and demand disruptions, why geology matters in oil production and the impact on long-term investors.

(disclosure)

The views expressed are those of Diamond Hill as of April 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.

Contango is a situation in which the futures price of a commodity is higher than the spot price.

S&P 500® Energy Index measures the performance of those companies included in the S&P 500 that are classified as members of the GICS energy sector.

A data leak in Gilead Science’s clinical trial of the antiviral remdesivir as a therapy for the virus causing COVID-19 is generating some excitement. Our view is the data are directionally encouraging, but without further information, that is as far...
It’s Not a Sprint…
Podcasts | April 22, 2020

Portfolio Manager John McClain discusses how the mental toughness and preparation required for running marathons helps make him a better, more balanced investor.

(disclosure)

The views expressed are those of Diamond Hill as of April 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.

Diamond Hill portfolio manager and CIO Austin Hawley, CFA, provides a portfolio update for the Large Cap and All Cap Select strategies and expands on his recent blog post.
Portfolio Managers Aaron Monroe and Chris Welch discuss Q1 performance, recent market conditions due to COVID-19 and opportunities they are finding amid historic volatility.
What a difference a few weeks make. Since our last blog post, High Yield Update: Pricing for Recession?, unprecedented actions taken by the Fed, the Treasury and Congress have injected some welcome confidence back into credit markets. Here, we answer...
COVID-19 & the Health Care Industry
Podcasts | April 13, 2020

Health care analysts Chendhore Veerappan and Laura O’Dell discuss treatments health care companies are developing for COVID-19, how they’re ramping up testing capacity and what the virus means for health care holdings in our portfolios.

(disclosure)

The views expressed are those of Diamond Hill as of April 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 March 31, 2020 Diamond Hill owned Abbott Laboratories (equity), GlaxoSmithKline PLC (equity), Pfizer, Inc. (equity), Gilead Sciences, Inc. (equity), Roche Holdings AG (equity) and Thermo Fisher Scientific, Inc. (equity). As of January 31, 2020 Diamond Hill owned AbbVie, Inc. (debt) and Abbott Laboratories (debt).

Portfolio Managers Chris Bingaman and Nate Palmer discuss Q1 performance, recent market conditions due to COVID-19 and opportunities they are finding amid historic volatility.
COVID-19 Business Update from CEO Heather Brilliant.
Fixed Income Portfolio Managers, Mark Jackson and Henry Song, cover recent spread widening, the impact of recent monetary policy actions, liquidity conditions in fixed income, developments in the asset-backed securities space and near-term and long-term opportunities.
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