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We described our approach to setting investment management fees and how we link those fees to our internal return goals in our 2011 white paper, “Active Management Fees and Alignment of Interests”, available on our website (www.diamond-hill.com). Specifically, we noted...
Focus and Patience are Key to Tesco Turnaround
Industry Perspectives: A Monthly Research Analyst Series
“As with successful retailing, successful investing requires focus on the long-term fundamentals of the business and patience in analyzing and weighing new information in light of the long term.”
Dissecting Stryker’s Long-Term Opportunities
Industry Perspectives: A Monthly Research Analyst Series
By Kyle Schneider, CFA
“Daily headlines reflect what may be a tougher road ahead for health care, but it is precisely this type of environment Stryker was built to withstand.”
Executive Summary Traditional market capitalization-weighted indexes are based on the assumption that a company’s current stock market price is the best estimate of value. This notion is supported by the Efficient Market Hypothesis. At Diamond Hill, we reject that assumption....
Whirlpool’s Future Looks Bright
Industry Perspectives: A Monthly Research Analyst Series
By Aaron Monroe, CFA
“Potential opportunities exist when one believes the future of a company will differ from its past.”
Examining the Health of Express Scripts
Industry Perspectives: A Monthly Research Analyst Series
By Brian Fontanella, CFA
“Paired with an attractive valuation, Express Scripts’ scale and expertise in managing drug trend create a win-win opportunity for both clients and investors.”
Global Energy: Adapting to New Realities
Industry Perspectives: A Monthly Research Analyst Series
By Suken Patel, CFA
“In times like these, maintaining a long-term perspective is essential to place current events in the proper context.”
Coty: Right Business, Right People, Right Price
Industry Perspectives: A Monthly Research Analyst Series
“We can be more confident that our interests will be protected when we partner with competent, shareholder-friendly management teams.”
Quantifying Risk
Industry Perspectives: A Monthly Research Analyst Series
“Investors generally do not like uncertainty and often tend to reflect the worst-case outcome in the stock price.”
Juniper Networks’ Renewed Focus
Industry Perspectives: A Monthly Research Analyst Series
By Grady Burkett, CFA
“Executing a significant organizational change is not a trivial task for established firms, and improvements are rarely linear.”
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