Categories:
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.
Our Long-Short Fund portfolio managers discuss why the Fund’s long track record and straightforward approach are differentiators in the alternatives space.

Portfolio Manager Chuck Bath discusses how current market volatility compares to other periods of volatility he’s seen throughout his nearly 40-year career and how he maintains a long-term approach amid market turbulence.

(disclosure)

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.

The S&P 500 Index is a market capitalization-weighted index focused on the large-cap segment of the market. The index is comprised of 500 of the top companies in leading industries in the U.S. economy.

As of February 29, 2020, Diamond Hill owned Chevron Corp. (equity). As of December 31, 2019, Diamond Hill owned Ford Motor Co. (debt).

Business Continuity
Podcasts | March 27, 2020

CEO Heather Brilliant, Director of IT John Kroeger and CCO Gary Young discuss our business continuity and disaster recovery plans and how they have been put into action due to COVID-19.

(disclosure)

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.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
back to top