Understanding Edge

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 market. In this podcast, Henry and Mark reflect on the past five years, the market environment, and how fixed income investing has evolved since the pandemic.

Click here for standardized performance, expenses, prospectus and important information for the Short Duration Securitized Bond Fund.

Click here for standardized performance, expenses, prospectus and important information for Core Bond Fund.

A complete list of portfolio holdings for each fund is available here: Short Duration Securitized Bond and Core Bond.

The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).

Performance is not guaranteed. The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s current performance may be lower or higher than the performance data quoted. Investors may obtain performance information current to the most recent month-end, within 7 business days, at diamond-hill.com.

Bloomberg Barclays Intermediate US Aggregate Bond Index is a market index of high quality, domestic fixed income securities with maturities of less than 10 years.

The views expressed are those of the speakers as of July 2021 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. Investing involves risk including the possible loss of principal.

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.

The views expressed are those of the speakers as of July 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.

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 Procter & Gamble Co. (The), PepsiCo, Inc. and Mondelez International, Inc. - Class A. As of March 31, 2021, Diamond Hill owned debt in Apple, Inc.

The views expressed are those of the speakers as of June 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.

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 or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.

The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).

The views expressed are those of the speakers as of May 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.

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 a forecast of future events, a guarantee of results, or investment advice.

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 of results, or investment advice.

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 future events, a guarantee of results, or investment advice.

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 January 31, 2021, Diamond Hill owned debt in General Motors Financial Co., Inc., Apple, Inc. and Tesla Auto Lease Trust.

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 future events, a guarantee of results, or investment advice.

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 be a forecast of future events, a guarantee of results, or investment advice.

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 Tesla, Inc. and Ford Motor Co.

The views expressed are those of Diamond Hill as of March 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.