Understanding Edge

Over the past two years, much has transpired in global markets and economies. As we consider what the market might have in store for 2022, portfolio manager Grady Burkett, CFA, shares his views on global valuations and forward-looking growth. As of November 30, 2021, Diamond Hill owned share of Ashmore Group PLC, Compagnie Financiere Richemont S.A. (Cl A), Nestlé S.A., Nintendo Co. Ltd., Novartis...

From consumer spending to inflationary pressures to supply chains, analyst Mitch Linhart, CFA, examines the state of retail today. As of November 30, 2021, Diamond Hill owned shares of Hanesbrands, Inc., Home Depot, Inc. and TJX Cos., Inc. The views expressed are those of the speaker as of December 2021 and are subject to change without notice. These opinions are not intended to be a forecast of f...

From energy to consumer to technology to airlines, we examine the impacts that inflationary pressures and supply chain disruptions are having on companies around the world in our latest investment roundtable. As of October 31, 2021, Diamond Hill owned shares of Alaska Air Group, Inc., Allegiant Travel Co., Assa Abloy AB (Cl B), Chevron Corp., Honeywell International, Inc., Parker-Hannifin Corp. an...

How does capacity management help align our interests with those of our clients? Hear from Diamond Hill leaders on the importance of capacity management and the nuances in determining a specific strategy's capacity range.   The views expressed are those of the speakers as of November 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a...

Learn all about timber REITs, one of the many non-traditional property types that have become part of the REIT mainstream, as research analyst Josh Barber, CFA, discusses the pros and cons of timber REIT investing.   The views expressed are those of the speaker as of October 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarante...

Spending during the pandemic has shifted from services to goods for many U.S. consumers.  International analyst Yiting Liu, CFA, shares how this trend has impacted luxury brands. As of May 31, 2021, Diamond Hill owned shares of LVMH Moet Hennessy Louis Vuitton SE.          The views expressed are those of the research analyst as of June 2021, are subject to change, and may differ from the views of...

Heather Brilliant, CEO and President of Diamond Hill, joins us to discuss the progress of Diamond Hill's diversity, equity and inclusion initiatives, covering topics such as recruitment practices, vendor relationships, and the role diversity can play in moving our industry forward. As of September 30, 2021, Diamond Hill was short shares of United Parcel Service, Inc. (Cl B). As of July 31, 2021, D...

Our investment roundtable brings together various Diamond Hill investment professionals to discuss relevant and timely topics. Today, we’re joined by portfolio managers Grady Burkett, CFA, and Henry Song, CFA, as well as research analyst Tim Myers, CFA, to discuss how the pandemic has impacted the consumer and companies that rely on consumers. As of August 31, 2021, Diamond Hill owned shares of Co...

The egg industry is in transition as the shift to cage-free accelerates. But are egg producers ready for the shift? Director of research Micah Martin, CFA, shares his perspective. As of July 31, 2021, Diamond Hill owned shares of Cal-Maine Foods, Inc. As of May 31, 2021, Diamond Hill owned debt in Kroger Co. (The). The views expressed are those of the speakers as of August 2021 and are subject to...

How have global luxury goods companies fared during the pandemic and can they sustain growth through an inflationary environment? International analyst Yiting Liu, CFA, shares her perspectives on the luxury goods market in this podcast. Compound annual growth rate (CAGR) is a metric that smooths annual gains over a specified number of years as if the growth had happened steadily each year over tha...

Since joining Diamond Hill five years ago, Henry Song, CFA, and Mark Jackson, CFA, have remained focused on delivering the best possible outcomes for clients. Achieving those outcomes in the current environment, including through the COVID-19 pandemic and a period of historically low interest rates, has highlighted the team’s capabilities in fixed income markets and in particular the securitized m...

Elevated savings rates suggest consumers are flush with cash. Will this spending power ignite growth in the global economy? International research analyst Chris Piel shares his perspectives on the state of the global consumer in the post-pandemic world. As of May 31, 2021, Diamond Hill owned shares of Compass Group PLC, Fomento Economico Mexicano SAB de CV and InterContinental Hotels Group PLC. Th...

Packaged goods have been mainstays in American households for generations. But consumer staples companies are at a crossroads — should products prioritize convenience or promote healthy living? Analyst Tim Myers, CFA, shares his view on the evolution of the industry and why companies may want to look to their past as they plan for the future. As of May 31, 2021, Diamond Hill owned shares of Procte...

Portfolio managers Chuck Bath, CFA, and Austin Hawley, CFA, share their thoughts on Diamond Hill’s latest mutual fund offering. Click here for disclosures and other important information for the Large Cap Concentrated Fund. Click here for a complete list of holdings for the Large Cap Concentrated Fund. The securities identified and described do not represent all of the securities purchased, sold o...

Research analyst Varun Gupta, CFA, discusses Google’s history in the autonomous vehicle space and how they’re testing technology in real-life settings today. As of April 30, 2021, Diamond Hill owned shares of General Motors Co., BlackBerry Ltd. and Alphabet, Inc. - Class A. The views expressed are those of the speakers as of May 2021 and are subject to change. These opinions are not intended to be...

Lumber prices have soared recently. Analyst Josh Barber, CFA, shares how the pandemic has played into this rise in prices and how it’s impacting the housing market. As of March 31, 2021, Diamond Hill owned shares of Weyerhaeuser Co. The views expressed are those of Diamond Hill as of May 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee...

Research analyst Brian Bath, CFA, explains how Deere has become the industry leader in the high-tech precision agriculture space and how this iconic brand has built such a loyal customer base. As of March 31, 2021, Diamond Hill owned shares of Deere & Co. The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of fu...

Research analyst Chris Piel, CFA, discusses BlackBerry’s evolution from smartphone manufacturer to leader in secure communications systems and automotive technology that’s paving the way for autonomous vehicles. As of March 31, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. - Class A (long), Baidu, Inc.(long) and Tesla Inc. (short).  As of Janu...

Large acquisitions in the tech space have increased dramatically over the past five years. Analyst Scott Williams, CFA, shares his view on this M&A activity and what it means for the sector going forward. As of February 28, 2021, Diamond Hill owned shares of Microsoft Corp. The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to...

Research analyst Brian Bath, CFA, provides an update on autonomous vehicles, where we are in the evolution of the industry, and how General Motors and others are helping pave the way. As of February 28, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. – Class A (long) and Tesla, Inc. (short). As of December 31, 2020, Diamond Hill owned debt in Te...

How close are we to herd immunity and what could help us get there? In this podcast, we discuss the latest on the COVID-19 vaccine rollout, herd immunity, virus variants, as well as biotech advances in health care. The views expressed are those of Diamond Hill as of February 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, o...

Globally, countries are evaluating the implementation of climate change policies that could lead to a zero-emission economy in the near future. Analyst Harsh Acharya, CFA, discusses the renewable technologies behind this shift, and more. The views expressed are those of the research analyst as of February 2021, are subject to change, and may differ from the views of other research analysts, portfo...

Portfolio manager Grady Burkett discusses investing in international markets after a once-in-a-lifetime market crisis and where he’s finding interesting investment opportunities. The Morningstar Global Markets Index is a net total return index designed to provide exposure to the top 97% of equity market capitalization in both developed and emerging markets. The views expressed are those of Diamond...

Analyst Tyler Ventura, CFA, discusses the decades-long brokerage wars and how trading app Robinhood is disrupting the space today. The views expressed are those of Diamond Hill as of January 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice. As of December 31, 2020, Diamond Hill owned shares of Charles Sc...

Analyst Laura O’Dell, CFA, discusses COVID-19 vaccines and which areas of the health care sector have been most drastically impacted by the pandemic. The views expressed are those of Diamond Hill as of November 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice. As of November 30, 2020, Diamond Hill owned...