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Large Cap Portfolio Manager Call Replay

By Chuck Bath, CFA
July 14, 2020

Diamond Hill portfolio manager Chuck Bath, CFA, discusses opportunities he’s finding and how he’s applying our intrinsic value philosophy in today’s volatile and growth-driven markets.

As of June 30, 2020 the Diamond Hill Large Cap strategy owned equity shares of Microsoft Corp., Facebook, Inc. – Class A, Alphabet, Inc. – Class A, VF Corp., Mondelez International, Inc. – Class A, Walt Disney Co. (The), TJX Cos., Inc. (The), Citigroup, Inc., JPMorgan Chase & Co., General Motors Co., Thermo Fisher Scientific, Inc. and Charles Schwab Corp. (The).

The Russell 1000 Index is an unmanaged market capitalization-weighted index comprised of the largest 1,000 companies by market capitalization in the Russell 3000 Index, which is comprised of the 3,000 largest U.S. companies by total market capitalization. The Russell 1000 Value Index is an unmanaged market capitalization-weighted index measuring the performance of the large cap value segment of the U.S. equity universe including those Russell 1000 Index companies with lower expected growth values. The Russell 1000 Growth Index is an unmanaged market-capitalization weighted index measuring the performance of the broad growth segment of the U.S. equity universe including those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. These indexes do not incur fees and expenses (which would lower the return) and are not available for direct investment. Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for a full copy of the disclaimer.

Current Expected Credit Losses (CECL) is a credit loss accounting standard that calculates the expected credit loss over the life of the loan.

Past performance is not a guarantee of future results.

The views expressed are those of Diamond Hill Capital Management as of July 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.

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