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Investment Strategies

Our actively managed strategies

We apply our shared investment principles and a research-driven, bottom-up approach across four asset classes: US equity, international equity, alternatives and fixed income.

Philosophy & Process

Strategy Inception Date AUM ($MM)
(As of 31 Jan 2026 )
Portfolio Managers Key Documents Offered In
US Equity
Micro Cap 30 Sep 2021 51 John Loesch, CFA
Aaron Monroe, CFA
Tyler Ventura, CFA
Fact Sheet
Separate Account
Small Cap 31 Dec 2000 284 Aaron Monroe, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Small-Mid Cap 31 Dec 2005 1,409 Anthony Philipp
Chris Welch, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Mid Cap 31 Dec 2013 905 Anthony Philipp
Chris Welch, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Large Cap 30 Jun 2001 13,447 Austin Hawley, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Large Cap Concentrated 26 Feb 2021 191 Austin Hawley, CFA Fact Sheet
Commentary
Separate Account
Active ETF
Select 30 Jun 2000 794 Austin Hawley, CFA
Rick Snowdon, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
International Equity
International 31 Dec 2016 173 Krishna Mohanraj, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
Alternatives
Long-Short 30 Jun 2000 2,293 Chris Bingaman, CFA
Nate Palmer, CFA, CPA
Fact Sheet
Commentary
Separate Account
Mutual Fund
Securitized Credit 30 Sep 2024 136 Henry Song, CFA Fact Sheet Mutual Fund
Fixed Income
Core Bond 31 Jul 2016 3,567 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Core Plus Bond 31 Dec 2024 95 Arthur Cheng, CFA
Henry Song, CFA
Mark Jackson, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
Intermediate Bond 31 Jul 2021 112 Henry Song, CFA
Mark Jackson, CFA
Fact Sheet
Commentary
Separate Account
Securitized Credit 30 Sep 2024 136 Henry Song, CFA
Fact Sheet
Mutual Fund
Securitized Total Return 30 Jun 2025 31 Henry Song, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
Short Duration Investment Grade 30 Nov 2021 198 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Short Duration Securitized Bond 31 Jul 2016 5,026 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
DIAMOND HILL® CAPITAL MANAGEMENT, INC. | DIAMOND-HILL.COM | 855.255.8955 | 325 JOHN H. MCCONNELL BLVD | SUITE 200 | COLUMBUS, OHIO 43215
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