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Diamond Hill Small Mid Cap Fund Investor Share (DHMAX)

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28.46 -0.03    -0.11%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 38.22M
Type:  Fund
Market:  United States
Issuer:  Diamond Hill Funds
Asset Class:  Equity
Diamond Hill Small-Mid Cap A 28.46 -0.03 -0.11%

DHMAX Overview

 
On this page you'll find an in-depth profile of Diamond Hill Small Mid Cap Fund Investor Share. Learn about the key management, total assets, investment strategy and contact information of DHMAX among other information.
Category

Mid-Cap Value

Total Assets

38.22M

Expenses

1.21%

Inception Date

38716

Investment Strategy

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small and medium market capitalizations that the Adviser believes are undervalued. Small and mid cap companies are defined as companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.

Contact Information

Address 325 John H. Mcconnell Boulevard,Suite 200
Columbus,OH 43215
United States
Phone +1 8882265595

Top Executives

Name Title Since Until
Chris A. Welch Portfolio Manager 2005 Now
Biography Chris serves as Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2005. Prior to joining Diamond Hill, Chris was a Portfolio Manager with Fiduciary Trust Company International from 2004 to 2005. From 2002 to 2004, he was a private investor. From 1995 to 2002, Chris was a Portfolio Manager and Senior Equity Analyst for Nationwide Insurance. Chris has a Bachelor of Arts in Economics from Yale University (summa cum laude).
Jeannette M Hubbard Research Analyst 2014 2020
Biography Jenny Hubbard is Co-Portfolio Manager of the Small Cap Strategy and a Research Analyst. Prior to joining VELA, Jenny served as a Research Analyst and Assistant Portfolio Manager of the Small-Mid Cap and Mid Cap Strategies at Diamond Hill Capital Management. Jenny has industry experience since 1996, including positions with ABN/AMRO LaSalle Bank and Avondale Partners.
Tom Schindler Portfolio Manager 2007 2019
Biography Tom served as a portfolio manager for Diamond Hill Capital Management, Inc. from 2000 to 2019. From 1999 to 2000, Tom was a portfolio manager for Loomis Sayles & Co., an investment advisory firm. From 1997 to 1999, Tom was an equity analyst for Nationwide Insurance and affiliates. From 1996 to 1997, Tom was an equity analyst for Dillon Capital Management, an investment advisory firm. Tom has a Bachelor of Science in Finance from The Ohio State University (summa cum laude).
Chris Bingaman Portfolio Manager 2007 2014
Biography Chris serves as a portfolio manager for Diamond Hill and joined the firm in 2001. Prior to joining Diamond Hill, Chris was a senior equity analyst for Nationwide Insurance and affiliates from 1997 to 2001. In 1997, he was an equity analyst for Dillon Capital Management, an investment advisory firm. From 1990 to 1997, Chris held various positions with Fifth Third Bank, First Chicago NBD, and NBD Bank. Chris has a bachelor of arts in finance from Hillsdale College (cum laude) and master of business administration from the University of Notre Dame.
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