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The MBS market continues to evolve as new types of securities are created to meet increasingly specific client needs, causing market complexities and nuances that skilled, active portfolio managers can leverage to generate alpha.
Mortgage-backed securities (MBS) can play an important role as a fixed income asset class that offers several benefits. In addition to historically attractive yields compared to Treasuries and low volatility, these highly liquid assets provide diversification, which can lower portfolio...
Core vs. Core Plus: Do You Know What You Own?
Fixed Income Perspectives: An Educational Series
By Douglas Gimple
  • As financial markets have evolved and become increasingly complex, the number of products available to investors has grown. However, the mainstay of asset allocation, core fixed income, has not changed.
  • Recently, Morningstar created two new categories, Core Bond and Core Plus Bond, to account for the differences in these strategies. Despite this change, performance measurement remains an unresolved issue.
  • We believe it’s important to understand what you own in your bond portfolio, as it’s designed to provide some stability in your portfolio during periods of market uncertainty.

Portfolio Manager Henry Song, CFA joins us to discuss the evolution of the mortgage market and how the wide variety of securities in this market can lead to opportunities.

(disclosure)

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

Consumer analyst Jenny Hubbard discusses how third-party platforms have enabled Western retail brands to quickly build a meaningful presence in China and if we believe this positive momentum is sustainable.

(disclosure)

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

Think Fundamentally, Invest Internationally
International Perspectives: A Monthly Research Analyst Series
Grady Burkett, CFA and Krishna Mohanraj, CFA
Our research team has spent over 10 years evaluating international businesses. In the first installment of our new International Perspectives series, portfolio managers Grady Burkett and Krishna Mohanraj discuss how our bottom-up approach is applied to both domestic and international businesses and why we believe we are well-positioned to deliver competitive returns in the international space.
Keeping an Eye on China
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
Although the favorable backdrop in China for Western brands could persist for some time, we believe we are at the point for valuations where more things could go wrong than right.

Portfolio Manager John McClain, CFA, joins us to discuss why we find the BBB segment of the fixed income market compelling and where opportunities lie in the space.

(disclosure)

The views expressed are those of Diamond Hill as of April 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 February 28, 2019, Diamond Hill owned shares of Ford Motor Credit Co. LLC; General Motors Financial Co., Inc.; Netflix, Inc.; and Altria Group, Inc.

Aircraft Engine Manufacturers: Providing the Thrust
Industry Perspectives: A Monthly Research Analyst Series
By Harsh Acharya, CFA
Delayed profitability makes commercial aircraft engine manufacturing companies susceptible to being undervalued, a fact that is especially evident to us as long-term investors.
Copa Holdings: Flying Below the Radar
Industry Perspectives: A Monthly Research Analyst Series
By Suken Patel, CFA
While the airline industry has a well-deserved reputation as an investing graveyard, Copa breaks this mold.
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