Diamond Hill Small-Mid Cap Fund (DHMAX)
Diamond Hill Small-Mid Cap Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Columbus, OH, US. The stock last traded at $28.47, up 0.21% on the session, giving a market capitalisation of $879.1M. Its beta of 0.91 implies it has historically moved less than the broad market.
This fund generally allocates a minimum of 80% of its total assets to U.S. common stocks. It targets companies with small to medium market values that the fund's manager identifies as undervalued. For the purpose of this fund, small and mid-sized companies are defined as those possessing a market capitalization, at the moment of acquisition, ranging from $500 million to $10 billion. Alternatively, they may fall within the market capitalization spectrum of constituents found in the Russell 2500 Index when initially purchased. A core aspect of the Adviser's investment strategy involves assessing a company's intrinsic worth, entirely separate from its current stock price.
Diamond Hill Small-Mid Cap Fund is most often compared with the following Financial Services names: