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Racing and Rockstars: Investing in the Rapidly Changing Media Industry
Industry Perspectives: A Monthly Research Analyst Series
By Kavi Shelar, CFA
Investing in disrupted industries that are changing quickly is difficult, but we believe our long-term, intrinsic-value philosophy enables us to navigate these waters.

Long-Short Fund Portfolio Manager Chris Bingaman joins us to discuss how the process for managing the Fund has been refined over its nearly 20-year history, the market environments we believe the Fund will perform well in, and how the Fund can fit into your overall asset allocation.

(disclosure)

The views expressed are those of Diamond Hill as of December 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

The 60/40 blended benchmark represents a 60% weighting of the Russell 1000 Index and a 40% weighting of the ICE BofAML U.S. T-Bill 0-3 Month Index.

For the fund's risks and prospectus please click here.

Our Long-Short Fund portfolio managers discuss why the Fund’s long track record and straightforward approach are differentiators in the alternatives space.
Discussion with CEO Heather Brilliant, CFA
Podcasts
November 26, 2019

Our CEO Heather Brilliant sits down to discuss changes and trends she’s seen in the industry over the past few years, the importance of cognitive diversity, and her involvement with the CFA Institute.

(disclosure)

The views expressed are those of Diamond Hill as of November 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

An Overview of the Connectors and Sensors Industry
Industry Perspectives: A Monthly Research Analyst Series
By Jayant Jangra, CFA
We believe the connectors and sensors industry is an attractive place to look for investment opportunities.
Kavi Shelar, CFA discusses Disney+
Podcasts
November 12, 2019

Disney+ has arrived. Our media analyst Kavi Shelar, CFA joins us to discuss consumer expectations for the service, its impact on other streaming services, and international growth opportunities.

(disclosure)

The views expressed are those of Diamond Hill as of October 2019 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 September 30, 2019 Diamond Hill owned Apple, Inc. (equity, long) and Walt Disney Co. (The) (equity, long). As of July 31, 2019, Diamond Hill owned Apple, Inc. (debt).

Discussion with CIO Austin Hawley, CFA
Podcasts
November 4, 2019

CIO Austin Hawley joins us to discuss our research team, the benefits of our unique industry-specialist model, and why we view the analyst role as a career role at Diamond Hill.

(disclosure)

The views expressed are those of Diamond Hill as of October 2019 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 September 30, 2019 Diamond Hill owned NVR, Inc. (equity).

How Consistent is your Core?
Podcasts
October 29, 2019

Portfolio Managers Henry Song and Mark Jackson join us to discuss their consistent approach, why they believe predictability and style purity is key in your core allocation, and to provide an update on our Core Bond and Short Duration Total Return strategies.

(disclosure)

The views expressed are those of Diamond Hill as of October 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

For the fund's risks and prospectus please click here.

Financial Technology: Disruption and Opportunity
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
Keeping abreast of the changes in financial services is more important now than ever before.

Research Analyst Yiting Liu explains the consumption power of China’s expanding urban middle class and why we are optimistic about our holdings with exposure to China.

(disclosure)

The views expressed are those of Diamond Hill as of October 2019 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 August 31, 2019, Diamond Hill owned LVMH Moet Hennessy Louis Vuitton SE (equity), Shandong Weigao Group Medical Polymer Company Ltd. (equity), and Tencent Holdings Ltd. (equity).

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