Investment Strategies | Diamond Hill

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.

Strategy	Inception Date	AUM ($MM) (As of 31 Aug 2023)	Portfolio Managers	Key Documents	Offered In
US Equity
Small Cap	31 Dec 2000	303	Aaron Monroe, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Small-Mid Cap (closed to most new investors)	31 Dec 2005	2,597	Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Mid Cap	31 Dec 2013	952	Chris Welch, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap	30 Jun 2001	16,600	Chuck Bath, CFA Austin Hawley, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Large Cap Concentrated	31 Dec 2011	89	Chuck Bath, CFA Austin Hawley, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Select	30 Jun 2000	508	Austin Hawley, CFA Rick Snowdon, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
International Equity
International	31 Dec 2016	65	Krishna Mohanraj, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Alternatives
Long-Short	30 Jun 2000	1,755	Chris Bingaman, CFA Nate Palmer, CFA, CPA	Fact Sheet Commentary	Mutual Fund
Fixed Income
Short Duration Securitized Bond	31 Jul 2016	1,502	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund
Short Duration Investment Grade	30 Nov 2021	167	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account
Core Bond	31 Jul 2016	1,182	Mark Jackson, CFA Henry Song, CFA	Fact Sheet Commentary	Separate Account Mutual Fund CIT
Intermediate Bond	31 Jul 2021	95	Henry Song, CFA Mark Jackson, CFA	Fact Sheet Commentary	Separate Account CIT