Grady Burkett, CFA, portfolio manager for our Global and International strategies, sits down to share his views on geopolitical events and market trends we saw in 2019, such as the trade war with China, Brexit, and ESG investing, and how he believes these events will impact our portfolios in the future.
Portfolio Managers Bill Zox and John McClain join us to discuss the evolution of managing high-yield assets at Diamond Hill, the benefits of standing out by not fitting in, and share examples of how their long-term temperament and capacity discipline have played out in their strategies.
Genomics, or the study of all the genes in a person’s body, has experienced tremendous growth over the past two decades, growth which is poised to continue. Our health care analyst Laura O’Dell joins us to discuss current players in the market, the challenges posed by the lack of universal regulations, and her view on the future of the industry.
- Asset-backed securities can serve as both a source of diversification as well as a significant source of yield on the shorter end of the yield curve.
- Auto asset-backed securities provide a variety of options for investors based on their risk profile.
- Collateral transparency and credit enhancements provide opportunities for managers to deliver unique offerings to investors.