Category: Diamond Hill

At Diamond Hill, analysts pride themselves on developing deep industry knowledge, allowing us to act with conviction when an attractive, long-term investment opportunity presents itself. We believe this was the case with RPM International, a long investment we made in early 2018. Previously, I have written favorably about the coatings industry, as the industry’s main…

By Douglas Gimple FEBRUARY 2019 The mortgage-backed securities market has grown into a diverse market, offering investors a multitude of differentiated products to meet specific needs. Agency and non-agency mortgage-backed securities have historically provided attractive yields and high credit quality, as well as a wide variety of available securities. The market is complex and ever-evolving, but…

Columbus, OH – March 18, 2019 – Diamond Hill announced today that the firm’s High Yield Fund (DHHIX) received a 5-star Morningstar Rating1 and that its Corporate Credit Fund (DSIYX) has been awarded the 2019 Lipper Fund Award for best high yield fund for the 5-year period ending November 30, 2018, recognizing the Fund’s consistently strong risk-adjusted returns against its…

By Krishna Mohanraj, CFA In ecology, “edge effect’’ describes the greater biodiversity that occurs at the edge of different ecosystems, such as where a savanna might border a forest. In such places, new lifeforms come into existence at a more rapid pace, forced to adapt faster to variations at the edge. To us, this concept…

By:Laura O’Dell, CFA  Medical waste disposal company Stericycle presents us with a prime example of the wise adage waste not, want not, in that we should not waste an opportunity to own this unique business trading at a discount to our estimate of intrinsic value. Stericycle has a number of attributes that we value at…

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Monthly and trailing returns are available as of June 30, 2018. View Returns The most recent portfolio holdings are now available. Viewing Holdings