Diamond Hill

Despite challenges in biotech funding, companies like Evotec are positioned for long-term growth. Learn why we see potential for a turnaround. #ValueInvesting #Biotech https://hubs.ly/Q03G0Bkf0

Macro calls may make headlines, but long-term results stem from understanding business fundamentals. Nate Palmer, CFA, CPA, our long-short portfolio manager, shares why we focus on identifying mispriced companies — not forecasting variables.

Watch as portfolio specialist Kristen Sheffield, CFA, CIPM breaks down our disciplined equity philosophy and process in a recent sit-down. It’s all about ownership, long-term mentality and caring about the price we pay. #DiamondHill #Investing

Beyond the Mag 6 growth giants lies opportunity. Find out how predictable cash flows and modest growth across quality companies have the potential to offer steady, attractive returns. #ValueInvesting #AssetManagement #Equity https://hubs.ly/Q03cjFtF0

For our next summer intern spotlight, we are pleased to recognize Olivia Li, who has spent the past few months with our equity research team. As Olivia wraps up her internship this week, her curiosity and analytical mindset have added valuable perspective to our research efforts, and her readiness to collaborate across the firm has exemplified the culture we strive to foster at Diamond Hill. We asked Olivia to reflect on her experience: What was the highlight of your Diamond Hill internship? “The highlight of my internship this summer was the opportunity to connect with and learn from people across Diamond Hill. Working on the research team, I really enjoyed getting to know the portfolio managers and research analysts. The education sessions with teams across the firm taught me about everything from strategy and culture to sales, HR and business intelligence. I’m wrapping up the summer with a deeper understanding of how each part of the organization contributes to its success.” What’s something unexpected you learned? “Before the summer, I didn’t realize how much a firm’s people, culture and values shape the day-to-day work. It’s easy to say people matter, but this summer showed me how culture drives integrity and intellectual curiosity. Diamond Hill’s commitment to its principles has set a high bar for what I’ll look for in future workplaces and showed me that a firm’s culture and values are just as important as the people and the work.” Which Columbus experience should every future intern try, and why? “If you’re in Columbus during the summer, the Ohio State Fair is a unique experience. I’d never been to a state fair before, but the fried food, live music and pig races were way more fun than I expected. It’s a great way to spend an evening — you get a little bit of everything: food, rides and farm animals.” Thank you, Olivia, for spending your summer with us. We’re excited to see where your journey takes you next! #TeamDH

We wrapped up another memorable summer with our annual family event at Huntington Park. Associates and their families enjoyed an afternoon of games, food and connection. Thank you to everyone who joined us and helped make it a great day! #TeamDH

Private-label CMBS is running at a post-GFC record pace while credit card standards keep tightening. See July’s securitization snapshot in our new infographic. #Securitization #FixedIncome https://hubs.ly/Q03BYVfB0

Global markets in July were anything but uniform. Our latest commentary dives into the regional divergences shaping the non-US equity landscape. Read more: https://hubs.ly/Q03BRZD_0

Tariffs, dissents and a weaker labor market — July was anything but quiet. Explore our latest fixed income commentary for key market signals. #FixedIncome https://hubs.ly/Q03BRY530

As summer winds down, we’re proud to spotlight one of our interns, Nicole Faupel, who spent the last few months contributing to our shared services team.  Nikki brought curiosity, drive and insight to every project — and made a lasting impression across the firm. Before she heads back to the University of Michigan, we asked her to reflect on her internship experience. What was the highlight of your Diamond Hill internship?  “The highlight of my internship was the opportunity to work across a variety of teams, from data analytics and product strategy to equity research and community partnerships. That exposure helped give me a complete view of how different groups work together to drive the firm’s long-term success. My favorite aspect of this was the chance to learn from so many different people with distinct skillsets and experiences. Being able to contribute to different areas of the business was rewarding and provided me with an invaluable experience.” What’s something unexpected you learned?  “One of the most unexpected and valuable things I learned was how important it is to ask the right questions. Throughout all of my projects, I rarely had all of the answers or information available to me, and progress was found by framing the right problems and being intellectually curious. Strengthening this skill helped to reshape my critical thinking and made collaboration more impactful.” Which Columbus experience should every future intern try, and why?  “Every intern should absolutely go to a Columbus Crew game. The loyalty of the fan base and the energy in the stadium was such a cool experience to be a part of, and it even made me a dedicated MLS follower. I would also recommend trying lots of local restaurants and coffee shops. While I could never say the food scene is better than in Ann Arbor, I will admit Columbus far exceeded my expectations!” Thank you, Nikki, for your contributions to Diamond Hill. We wish you continued success and can’t wait to see what you do next! #TeamDH