Large Cap Portfolio Manager Call Replay
October 15, 2020
Portfolio manager Austin Hawley, CFA, discuss the importance of being price-disciplined amid volatile and growth-driven markets.
Large Cap Composite YTD
|2||Carrier Global Corp.||1.0||1.4|
|4||Facebook, Inc. (Cl A)||0.9||1.2|
|5||KKR & Co., Inc.||0.6||2.7|
|6||Charter Communications, Inc. (Cl A)||0.6||2.1|
|7||Thermo Fisher Scientific, Inc.||0.5||0.0|
|8||Alphabet, Inc. (Cl A)||0.5||1.3|
|2||American International Group, Inc.||-1.7||3.4|
|3||Discover Financial Services||-1.5||0.0|
|4||Raytheon Technologies Corp.||-1.1||0.0|
|5||United Airlines Holdings, Inc.||-1.0||0.0|
|8||Hartford Financial Services Group, Inc.||-0.8||1.5|
Large Cap Composite as of 9/30/20
|2||Berkshire Hathaway, Inc. (Cl B)||0.6||3.7|
|3||Procter & Gamble Co.||0.5||3.3|
|5||Carrier Global Corp.||0.5||1.4|
|3||American International Group, Inc.||-0.4||3.4|
|4||Gilead Sciences, Inc.||-0.2||1.2|
|5||L3Harris Technologies, Inc.||-0.1||1.2|
The holdings identified do not represent all of the securities purchased, sold, or recommended for the adviser’s clients. The reader should not assume that an investment in the securities identified was or will be profitable. To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the measurement period, contact 855.255.8955 or email@example.com.
As of September 30, 2020 the Diamond Hill Large Cap strategy owned equity shares of Alphabet, Inc. (Cl A) and (Cl C), Facebook, Inc (Cl A), Abbott Laboratories, American International Group, Inc., Citigroup, Inc., Public Storage REIT, Dominion Energy, Inc., Caterpillar, Inc., Deere & Co., L3Harris Technologies, Inc., Hartford Financial Services Group, Inc., Berkshire Hathaway, Inc. (Cl B), JPMorgan Chase & Co., Charles Schwab Corp., Chevron Corp., Walt Disney Co., and Booking Holdings, Inc.
Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for a full copy of the disclaimer.
Past performance is not a guarantee of future results.
The views expressed are those of Diamond Hill Capital Management as of October 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.