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February 2020 Equity Market Update
Podcasts | February 27, 2020

CIO Austin Hawley, CFA, discusses how market volatility caused by COVID-19 is impacting our equity portfolios and the benefits of short-term volatility.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Booking Holdings, Inc. (equity) and United Airlines Holdings, Inc. (equity). As of November 30, 2019 Diamond Hill owned United Airlines Holdings, Inc. (debt).

February 2020 International Market Update
Podcasts | February 27, 2020

Portfolio Manager Grady Burkett, CFA, and Analyst Yiting Liu, CFA, share how the market sell-off caused by COVID-19 is impacting our International Strategy and how they’re opportunistically adding to holdings in the portfolio.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Grupo Aeroportuario del Sureste SAB de CV - Class B (equity).

February 2020 Fixed Income Market Update
Podcasts | February 27, 2020

Portfolio Manager John McClain, CFA, discusses how market instability caused by COVID-19 is impacting our fixed income portfolios and where he’s finding opportunities amid the chaos.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Citigroup, Inc. (equity) and United Airlines Holdings, Inc. (equity). As of November 30, 2019 Diamond Hill owned Citigroup, Inc. (debt) and United Airlines Holdings, Inc. (debt).

The ICE BofA U.S. High Yield Index tracks the performance of the U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. The index data referenced herein is the property of ICE Data Indices, LLC, its affiliates (“ICE Data”) and/or its third party suppliers and has been licensed for use by Diamond Hill Capital Management, Inc. ICE Data and its third party suppliers accept no liability in connection with its use. See diamond-hill.com for a full copy of the disclaimer.

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.

These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

Market dislocations caused by macro events, such as coronavirus, can provide long-term investment opportunities for patient investors. Analyst Yiting Liu, CFA explains how this has held true for our airport operator investments.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Fairfax Financial Holdings Ltd. (equity) and Southeast Airport Group (equity).

Insights from Yiting Liu, CFA, and Grady Burkett, CFA (For more detailed perspective on recent market action during the coronavirus outbreak, listen to our podcast.) Concerns about China’s coronavirus outbreak potentially becoming a pandemic has led to a sharp market...
Flying High: An Overview of the Aviation Infrastructure Industry
Industry Perspectives: A Monthly Research Analyst Series | February 2020
By Yiting Liu, CFA
Short-lived events that do not fundamentally change our long-term thesis provide us an opportunity to initiate and/or add to positions amid market dislocations.

Chris Welch, CFA and Aaron Monroe, CFA discuss their first year as co-portfolio managers for the Small Cap strategy, sharing their thoughts on decision making in the co-PM structure, cash levels, and concentration within the portfolio.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Enstar Group Ltd. (equity), WESCO International, Inc. (equity), Cal-Maine Foods, Inc. (equity), Microsoft Corp. (equity), Abbott Laboratories (equity), Live Nation Entertainment, Inc. (equity), Vail Resorts, Inc. (equity), Kirby Corp. (equity), Sterling Bancorp (equity). As of November 30, 2019 Diamond Hill owned Abbott Laboratories (debt) and Kirby Corp. (debt).

Large Cap Portfolio Manager Chuck Bath discusses what drew him to the investment industry, the variety of market environments he’s invested in, and how he sources investment ideas from our research team.

(disclosure)

The views expressed are those of Diamond Hill as of February 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 January 31, 2020 Diamond Hill owned Walt Disney Co. (The) (equity, long) and Parker-Hannifin Corp. (equity, long). As of November 30, 2019, Diamond Hill owned Walt Disney Co. (The) (debt).

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

The Art & Science of Capacity Management
Investment Letters | February 4, 2020
Capacity discipline is a key tenet of our client-first mentality. Learn how we approach capacity management and why this important practice is often overlooked in the industry.
The Importance of Capacity Discipline
Podcasts | February 3, 2020

Alignment of interests with our clients is a critical component of our mission, and capacity discipline is a key element of this alignment. Portfolio Manager Chris Welch, CFA and Fixed Income CIO Bill Zox, CFA share why we believe capacity discipline is so important in both the equity and fixed income markets.

(disclosure)

The views expressed are those of Diamond Hill as of January 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 Russell 1000 Index is an unmanaged market capitalization-weighted index comprised of the largest 1,000 companies by market capitalization in the Russell 3000 Index, which is comprised of the 3,000 largest U.S. companies by total market capitalization. The ICE BofA U.S. High Yield Index tracks the performance of the U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. These indices do not incur fees and expenses (which would lower the return) and are not available for direct investment.

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