21 min

Long-Short Investing: Enhancing Active Return & Mitigating Active Risk Understanding Edge

    • Investing

Hear from portfolio manager Nate Palmer, CFA, as he shares his views on long-short investing and opportunities he’s finding in the market.

 

The portfolio uses short selling which incurs significant additional risk. Theoretically, stocks sold short have the risk of unlimited losses. Overall equity market risks may affect the portfolio’s value.

 

For standardized performance, expenses and important information, click here.

 

Past performance is not indicative of future results. Investment returns and principal values 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 quoted. For current to most recent month-end performance, visit diamond-hill.com.

 

Russell 1000 Index measures the performance of roughly 1,000 US large-cap companies. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment. Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for full disclaimers.   

 

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

 

Securities referenced may not be representative of all portfolio holdings. Click here to view a complete list of holdings for the Long-Short Fund.

 

The views expressed are those of the speakers as of May 2022 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.

Hear from portfolio manager Nate Palmer, CFA, as he shares his views on long-short investing and opportunities he’s finding in the market.

 

The portfolio uses short selling which incurs significant additional risk. Theoretically, stocks sold short have the risk of unlimited losses. Overall equity market risks may affect the portfolio’s value.

 

For standardized performance, expenses and important information, click here.

 

Past performance is not indicative of future results. Investment returns and principal values 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 quoted. For current to most recent month-end performance, visit diamond-hill.com.

 

Russell 1000 Index measures the performance of roughly 1,000 US large-cap companies. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment. Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for full disclaimers.   

 

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

 

Securities referenced may not be representative of all portfolio holdings. Click here to view a complete list of holdings for the Long-Short Fund.

 

The views expressed are those of the speakers as of May 2022 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.

21 min