Categories:
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.

Finding Opportunities Amid Brexit Uncertainty
Podcasts | January 28, 2020

Research Analyst Nate Palmer, CFA, CPA sits down to discuss WNS Holdings, a business process management company with significant exposure to the United Kingdom, and why we believe the company is an attractive investment opportunity despite ongoing Brexit uncertainty.

(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.

As of December 31, 2019 Diamond Hill owned WNS Holdings Ltd. (equity) and Cognizant Technology Solutions Corp. - Class A (equity).

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

WNS Holdings: Generating Attractive Returns Amid Brexit Uncertainty
Industry Perspectives: A Monthly Research Analyst Series | January 2020
By Nate Palmer, CFA, CPA
At times, excessive focus on macroeconomic events by other market participants may create opportunities for us to invest in businesses at a discount to intrinsic value.
2019 Fixed Income Market Recap
Podcasts | January 24, 2020

CIO – Fixed Income Bill Zox, CFA joins us to look back at 2019, discussing the trade war between the U.S. and China, Brexit, negative interest rates, the Federal Reserve, and the global economic slowdown.

(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.

2019 Equity Market Recap
Podcasts | January 24, 2020

CIO Austin Hawley, CFA shares his thoughts on the strong equity market in 2019, the ongoing underperformance of value businesses, and how macroeconomic events, such as Fed policy and trade tensions with China, impacted our portfolios.

(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.

As of December 31, 2019 Diamond Hill owned Facebook, Inc. - Class A (equity), Microsoft Corp. (equity), Charles Schwab Corp. (The) (equity), KKR & Co., Inc. - Class A (equity), Citigroup, Inc. (equity), JPMorgan Chase & Co. (equity), Humana, Inc. (equity), BorgWarner, Inc. (equity), Parker-Hannifin Corp. (equity), Cimarex Energy Co. (equity), Devon Energy Corp. (equity), Chevron Corp. (equity), American International Group, Inc. (equity). As of October 31, 2019, Diamond Hill owned Apple, Inc. (debt), KKR & Co., Inc. - Class A (debt), Citigroup, Inc. (debt), JPMorgan Chase & Co. (debt), and Cimarex Energy Co. (debt).

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