Diamond Hill Capital

Diamond Hill Capital

Diamond Hill Capital Management
Last update 2020-02-12 157 Stocks (4 new)
Value $19.92 Bil Turnover 3 %
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Diamond Hill Capital Profile

Established in 2000, Diamond Hill Capital Management, Inc. is a registered investment adviser based in Columbus, Ohio. It is independent and publicly owned, listed on NASDAQ (ticker symbol: DHIL) and included in the Russell 2000 Index. Diamond Hill manages seven traditional and alternative equity strategies, available in separately managed accounts, mutual funds and private investment funds. Our client base includes institutions, financial intermediaries and individuals. Assets under management as of November 30, 2009 were $5.9 billion.

Diamond Hill Capital Investing Philosophy

"Our research is predominantly a bottom-up process beginning with fundamental analysis of a company's profitability and market position, financial and competitive position, management quality, valuation, and growth components of valuation. Top-down analysis is focused on industry dynamics, including sector economic factors, long-term capital flows, and the regulatory environment, not on macro-economic factors. Investment team insight and experience is then applied to further narrow the universe of investable ideas for deeper analysis including the creation of a financial model." "we estimate the intrinsic value for each potential holding, which is independent of its current stock price. This price may be higher or lower than intrinsic value at any point in time. The process begins with consensus estimates for company data, and then the initial appraisal is modified based on further refinement by our research analysts. Our investment process continually compares market price to our estimate of intrinsic value, which is updated over time as new information arises."
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Performance of Small Cap Fund

Year Return % S&P500 % Excess Gain %
2019 21.36 30.58 -9.2
2018 -15.12 -4.57 -10.5
2017 10.62 21.7 -11.1
3-Year Cumulative (2017-2019) 13.95 (4.45/Year) 51.65 (14.89/Year) -37.70 (-10.44/Year)
2016 14.1 12 2.1
2015 -3.73 1.24 -5
5-Year Cumulative (2015-2019) 25.17 (4.59/Year) 71.96 (11.45/Year) -46.77 (-6.84/Year)
2014 4.6 13.46 -8.9
2013 39.7 32.31 7.4
2012 12.88 15.99 -3.1
2011 -7.17 1.9 -9.1
2010 22.99 15.05 7.9
10-Year Cumulative (2010-2019) 135.72 (8.95/Year) 251.03 (13.38/Year) -115.31 (-4.43/Year)
2009 28.92 26.35 2.6
2008 -25.99 -36.79 10.8
2007 -3.79 5.15 -8.9
2006 7.03 15.84 -8.8
2005 12.9 4.83 8.1
15-Year Cumulative (2005-2019) 161.47 (6.62/Year) 257.98 (8.87/Year) -96.51 (-2.23/Year)
2004 29.26 10.7 18.6
2003 50.18 28.18 22
2002 -8.23 -21.58 13.4
2001 25.46 -11.76 37.2

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