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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).

2019 International Market Recap
Podcasts | January 17, 2020

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.

(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 GlaxoSmithKline plc (equity), Beazley plc (equity), Howden Joindery Group plc (equity), Banco Bilbao Vizcaya Argentaria SA (equity), Kasikornbank pcl - NVDR (Equity), Diageo plc (equity), Anheuser-Busch InBev SA/NV (equity), and Unilever NV (equity). As of October 31, 2019, Diamond Hill owned British Telecommunications plc (debt).

Portfolio Manager Grady Burkett, CFA joins us to discuss valuing intangible assets and why they play such a crucial role in a company’s competitive position and growth prospects.

(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 Walmart (equity,short), Vivendi (equity) and Tencent (equity), LVMH Moet Hennessy Louis Vuitton SE (equity), Walt Disney Co. (The) (equity), GlaxoSmithKline plc (equity), Samsung Electronics Co. Ltd. (equity), Unilever NV (equity), and Novartis AG (equity). As of October 31, 2019, Diamond Hill owned Walt Disney Co. (The) (debt) and Apple, Inc. (debt).

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.

(disclosure)

The views expressed are those of Diamond Hill as of December 2019 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 October 31, 2019, Diamond Hill owned AT&T, Inc. (debt).

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

Untouchable Value: The Importance of Intangible Assets
International Perspectives: A Monthly Research Analyst Series | January 2020
By Grady Burkett, CFA
Valuing intangible assets is key when researching companies, but the value of these assets are often significantly understated. International PM Grady Burkett explains why these assets play such a crucial role in a company’s competitive position and growth prospects.
Laura O’Dell, CFA discusses Genomics
Podcasts | January 2, 2020

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.

(disclosure)

The views expressed are those of Diamond Hill as of December 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

Auto Asset-Backed Securities
Fixed Income Perspectives: An Educational Series | December 2019
By Douglas Gimple
  • 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.
Racing and Rockstars: Investing in the Rapidly Changing Media Industry
Industry Perspectives: A Monthly Research Analyst Series | December 2019
By Kavi Shelar, CFA
Investing in disrupted industries that are changing quickly is difficult, but we believe our long-term, intrinsic-value philosophy enables us to navigate these waters.
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