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Markets are constantly evolving. Are you maintaining your edge? Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team. At Diamond Hill, our primary purpose is to improve our clients’ lives through better financial outcomes. Strategies include long-only equity, fixed income and alternative long-short equity.
Episodes
Friday Oct 22, 2021
Friday Oct 22, 2021
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 Compagnie Financiere Richemont S.A. (Cl A), LVMH Moet Hennessy Louis Vuitton SE, Swatch Group AG, Diageo PLC, Anheuser-Busch InBev S.A./N.V., Compass Group PLC, Tesco PLC, Walt Disney Co., Samsung Electronics Co. Ltd., Taiwan Semiconductor Manufacturing Co. Ltd. and InterContinental Hotels Group PLC. View current holdings here.
As of June 30, 2021, Diamond Hill owned debt in Anheuser-Busch InBev S.A./N.V. and Walt Disney Co.
The views expressed are those of the speakers as of September 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.