Understanding Edge

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, or investment advice.

As of February 28, 2021, Diamond Hill owned shares of Pfizer, Inc and Roche Holdings AG.

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, portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

As of January 31, 2021, Diamond Hill owned shares of South Jersey Industries, Inc., UGI Corp. and Dominion Energy, Inc.

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 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, or investment advice.

As of January 31, 2021, Diamond Hill owned shares of Taiwan Semiconductor Manufacturing Co. Ltd., Facebook, Inc. and Alphabet, Inc.

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 Schwab Corp. and Morgan Stanley.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

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 equity shares of Procter & Gamble Co. (The), Pfizer, Inc., Stericycle, Inc. and Integer Holdings Corp.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

CEO Heather Brilliant reflects on 2020, discussing our ongoing commitment to alignment with clients, our diversity, equity and inclusion efforts, and more.

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

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

Portfolio Manager Henry Song discusses finding value in the underutilized securitized area of the market and how securitized strategies can fit into an investor’s portfolio.

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.

Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB.

As of August 31, 2020 Diamond Hill owned debt in JPMorgan Chase & Co.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

Analyst John Loesch shares how banks have fared during this year’s market downturn compared to the financial crisis and discusses how technology and COVID-19 are changing how people bank going into 2021.

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 October 31, 2020, Diamond Hill owned equity shares of Sterling Bancorp, First Republic Bank, SVB Financial Group, Live Oak Bancshares, Inc. and Bank OZK.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

Director of Research Micah Martin discusses how the analyst team approaches fundamental analysis.

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 October 31, 2020, Diamond Hill owned equity shares of Cal-Maine Foods, Inc., Green Brick Partners, Inc., Alphabet, Inc. (Cl A). As of August 31, 2020 Diamond Hill owned debt in Home Depot, Inc.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

Analyst Blake Haxton provides an update on where demand for air travel stands today and discusses the possibility of a stimulus package for airlines.

The views expressed are those of Diamond Hill as of October 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 September 30, 2020, Diamond Hill owned equity shares of Microsoft Corp., Allegiant Travel Co., Walt Disney Co. and Alaska Air Group, Inc. As of July 31, 2020 Diamond Hill owned debt in American Airlines, Inc., Delta Air Lines, Inc., Southwest Airlines Co., Walt Disney Co. and Alaska Airlines.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication 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. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.