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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 Jul 2026 )
Portfolio Managers Key Documents Offered In
US Equity
Small Cap 31 Dec 2000 431 Aaron Monroe, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Small-Micro Cap 30 Sep 2021 John Loesch, CFA
Aaron Monroe, CFA
Tyler Ventura, CFA
Fact Sheet
Separate Account
Small-Mid Cap 31 Dec 2005 1,245 Anthony Philipp
Chris Welch, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Mid Cap 31 Dec 2013 1,004 Anthony Philipp
Chris Welch, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Large Cap 30 Jun 2001 6,936 Chuck Bath, CFA
Nate Palmer, CFA, CPA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Large Cap Concentrated 26 Feb 2021 121 Chuck Bath, CFA
Nate Palmer, CFA, CPA
Fact Sheet
Commentary
Separate Account
Active ETF
Select 30 Jun 2000 717 Rick Snowdon, CFA
Anthony Philipp
Chris Welch, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
International Equity
International 31 Dec 2016 161 Krishna Mohanraj, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
Alternatives
Long-Short 30 Jun 2000 2,229 Chris Bingaman, CFA
Nate Palmer, CFA, CPA
Fact Sheet
Commentary
Separate Account
Mutual Fund
Securitized Credit 30 Sep 2024 174 Henry Song, CFA Fact Sheet
Commentary
Mutual Fund
Fixed Income
Core Bond 31 Jul 2016 3,630 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
CIT
Core Plus Bond 31 Dec 2024 100 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 174 Henry Song, CFA
Fact Sheet Commentary
Mutual Fund
Securitized Total Return 30 Nov 2025 32 Henry Song, CFA Fact Sheet
Commentary
Separate Account
Mutual Fund
Short Duration Investment Grade 30 Nov 2021 200 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Short Duration Securitized Bond 31 Jul 2016 5,718 Mark Jackson, CFA
Henry Song, CFA
Fact Sheet
Commentary
Separate Account
Mutual Fund
DIAMOND HILL® CAPITAL MANAGEMENT, LLC. | DIAMOND-HILL.COM | 855.255.8955 | 325 JOHN H. MCCONNELL BLVD | SUITE 200 | COLUMBUS, OHIO 43215
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