Understanding Edge Diamond Hill Capital Mgmt

Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast)
 
Diamond Hill’s total assets were $30.3 billion as of 29 February 2024
For Important information on Diamond Hill Funds, click here.
The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).
The views expressed are those of Diamond Hill as of March 2024 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.

Senior Portfolio Specialist Douglas Gimple shares his insights on the fixed income markets. Tune in to hear about the latest from the Fed, market expectations, CMBS, and more.
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency). Bloomberg US Corporate Index measures the performance of the US investment grade fixed-rate taxable corporate bond market. Bloomberg Non-Agency US CMBS Investment Grade Index measures the market of US Non-Agency conduit and fusion CMBS deals with a minimum current deal size of $300mn. The indexes are unmanaged, include net reinvested dividends, do not reflect fees or expenses (which would lower the return) and are not available for direct investment. Index data source: Bloomberg Index Services Limited. See diamond-hill.com/disclosures for a full copy of the disclaimer.
MOVE Index, or Merrill Lynch Option Volatility Estimate Index, measures interest rate volatility in the US Treasury market. It is calculated from options prices, which reflect the collective expectations of market participants about future volatility.
Yield to Worst is the lowest potential bond yield received without the issuer defaulting, it assumes the worst-case scenario, or earliest redemption possible under terms of the bond.  
The views expressed are those of Diamond Hill as of March 2024 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.

Senior portfolio specialist Douglas Gimple discusses the market's ongoing desire to fight the Fed on rate cuts. Get insights into the latest from the FOMC, inflation and opportunities in fixed income in our podcast.
Bonds rated AAA, AA, A and BBB are considered investment grade.
ICE BofA AAA and BBB CMBS indexes measure the performance of US dollar denominated investment grade rated commercial mortgage-backed securities publicly issued in the US domestic market. These subsets include all securities with a given investment grade rating AAA and BBB, respectively. ICE BofA AAA and BBB Corporate indexes measure the performance of US dollar denominated investment grade rated corporate debt publicly issued in the US domestic market. These subsets include all securities with a given investment grade rating AAA and BBB, respectively. The indexes are unmanaged, include net reinvested dividends, do not reflect fees or expenses (which would lower the return) and are not available for direct investment. Index data source: Bloomberg Index Services Limited. See diamond-hill.com/disclosures for a full copy of the disclaimer.
The views expressed are those of Diamond Hill as of February 2024 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.

Tune into our podcast with senior portfolio specialist Douglas Gimple, as he discusses the latest from the Fed, what drove the November fixed income rally, and opportunities that await investors heading into 2024.

In our recent podcast, we unpack the latest from the Fed, inflation outlook, interest rate forecast, and more. Discover historical context on tightening cycles and fixed income returns over 3 years post-hikes. Plus, a deep dive into risks, opportunities and attractive areas of the bond market.
 
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency). Bloomberg US CMBS AAA Index measures the market of US agency and US non-agency conduit and fusion CMBS deals rated AAA with a minimum current deal size of $300 million. Bloomberg US Corporate A-Rated Index measures the single-A rated, fixed-rate, taxable, corporate bond market. The indexes are unmanaged, market capitalization weighted, include net reinvested dividends, do not reflect fees or expenses (which would lower the return) and are not available for direct investment. Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures a full copy of the disclaimer 
The views expressed are those of Diamond Hill as of November 2023 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.

In our latest podcast, we discussed Fed policy, corporate bonds, and our #fixedincome market outlook with Douglas Gimple. Listen as we break down market dynamics, risks and areas of opportunity. (27 min podcast)
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Corporate Index measures the performance of the US investment grade fixed-rate taxable corporate bond market. ICE BofA CMBS Fixed Rate AAA 7-10 Year Index measures the performance of US dollar denominated AAA-rated commercial mortgage-backed securities with a remaining term to maturity of greater than or equal to 7 years and less than 10 years in the US domestic market. ICE BofA CMBS Fixed Rate BBB 7-10 Year Index measures the performance of US dollar denominated BBB-rated commercial mortgage-backed securities with a remaining term to maturity of greater than or equal to 7 years and less than 10 years in the US domestic market. ICE BofA Single-A US Corporate Index measures the performance of US dollar denominated A-rated corporate debt publicly issued in the US domestic market.
The views expressed are those of Diamond Hill as of September 2023 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.