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What to Buy in an Overvalued Sector?
Industry Perspectives: A Monthly Research Analyst Series
“We believe that investors chasing yield might be missing the big picture.”
Investing in the Midst of Disruption: The Internet’s Effect on Media and Retail
Industry Perspectives: A Monthly Research Analyst Series
“Technological shifts are often accompanied by increased uncertainty, but they also tend to present interesting investment opportunities.”
SVB: Market Uncertainty Creates Investment Opportunity
Industry Perspectives: A Monthly Research Analyst Series
By John Loesch, CFA
“In an environment in which banks are struggling to grow revenue, SVB enjoys a unique model that generates growth rates at multiples of peers.”
Value Creation in the Transportation Industry
Industry Perspectives: A Monthly Research Analyst Series
By Jason Downey, CFA
“As long-term investors, we welcome near-term weakness in the industry given the capital deployment opportunities it presents.”
Long and Short Opportunities in Branded Apparel and Footwear
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
“Consumers’ fickle preferences for branded apparel and footwear product have always made it challenging to find compelling long-term investment opportunities in the industry.”
Payments Industry: Turning Threats into Opportunities
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
“The card-based payment industry has seen more innovation, and potential for disruption, in the last five years than the last five decades.”
Health Care Pricing Dynamics
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
“Health care expenditures in the United States will receive additional scrutiny in the coming years, with pharmaceutical pricing controversies of the last few quarters a likely harbinger of things to come.”
At Diamond Hill, our mission is to serve our clients by providing lasting value through a shared commitment to our intrinsic value-based investment philosophy, disciplined approach and alignment with our clients’ interests. To this end, we have carefully designed structural...
Opportunity in the Coatings Industry
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
“While we are cognizant of macroeconomic developments our research team's focus is on fundamental business analysis and valuation.”
Capital Flows into Insurance: Are We at a Tipping Point?
Industry Perspectives: A Monthly Research Analyst Series
By Krishna Mohanraj, CFA
“With institutional investors coming to accept insurance risks as an asset class, industry players willing to partner with these investors, and intermediaries eager to supply innovations that hasten this marriage, we have the classic markers for a tipping point”
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