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Home > Financial Services > Mutual Funds > Diamond Hill Funds
Diamond Hill Funds
Diamond Hill Capital Management, Incorporation. is a registered investment adviser based in Columbus. Diamond Hill capital manages equity and fixed income portfolios for individual and institutional investors, and also manages the Diamond Hill Funds. The funds are offered to investors through financial intermediaries. Diamond Hill’s assets were 2.181 billion dollars under management as of March 31, 2006.
The Fund pursues its objective by investing in common stocks that the Fund’s Adviser believes are undervalued. The Fund normally invests at least 80 percent of its net assets in small capitalization companies, defined as those companies with a market capitalization below 2.5 billion dollars The Fund primarily invests in medium and large size domestic companies. Medium size companies normally have market capitalizations in the range of 1.5 billion dollars to 7 billion dollars at the time of purchase by the Fund or those companies included in the Russell 2000 Index.
The Fund are designed for long-term investors seeking a fund with a value investment philosophy, investors willing to accept price fluctuations, The Fund pursues its objective by normally investing at least 80 percent of its net assets in equity securities of banks, thrifts, specialty lending institutions, insurance companies and other financial services companies. The Fund’s Adviser utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. This bottom up process begins with fundamental research of companies within the sector of all capitalization ranges. The objective is to find companies with solid growth prospects based on company-specific strategies or industry factors. The Adviser thoroughly examines prospective companies’ corporate and financial histories and scrutinizes management philosophies, missions and forecasts.
Diamond Hill Bank & Financial Fund seeks long-term capital appreciation. The fund generally pursues its objective by investing in 25-40 common stocks from the financial services sector that the fund's adviser believes are undervalued.
Diamond Hill Focus seeks long-term capital appreciation. The adviser focuses on companies it believes to be undervalued at the time of purchase and anticipates that each of the fund's investments will also be held in either the Diamond Hill Large Cap or Diamond Hill Small Cap portfolio. The fund is nondiversified.
Diamond Hill Select seeks long-term capital appreciation. The fund mainly invests in common stocks believed to be undervalued. They normally invest in the equity securities of a core of 25 to 35 companies. Fund's up to 15 percent may consist of illiquid securities.
Financial Services Companies
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