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DHIL 
Diamond Hill Investment Group Inc (DHIL)
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Upturn Advisory Summary
12/09/2025: DHIL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -16.14% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/09/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 391.86M USD | Price to earnings Ratio 9.7 | 1Y Target Price - |
Price to earnings Ratio 9.7 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 121.02 - 169.33 | Updated Date 06/29/2025 |
52 Weeks Range 121.02 - 169.33 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.18% | Basic EPS (TTM) 14.81 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.67% | Operating Margin (TTM) 35.2% |
Management Effectiveness
Return on Assets (TTM) 14.03% | Return on Equity (TTM) 24.77% |
Valuation
Trailing PE 9.7 | Forward PE - | Enterprise Value 373001233 | Price to Sales(TTM) 2.58 |
Enterprise Value 373001233 | Price to Sales(TTM) 2.58 | ||
Enterprise Value to Revenue 2.44 | Enterprise Value to EBITDA 7.49 | Shares Outstanding 2727690 | Shares Floating 2518586 |
Shares Outstanding 2727690 | Shares Floating 2518586 | ||
Percent Insiders 7.67 | Percent Institutions 67.92 |
Upturn AI SWOT
Diamond Hill Investment Group Inc
Company Overview
History and Background
Diamond Hill Investment Group Inc. (NASDAQ: DHIL) is an independent investment management company founded in 2000. It was established with a focus on providing a disciplined, value-oriented investment approach across various asset classes. The firm has grown steadily, building a reputation for its commitment to research and client-centric service.
Core Business Areas
- Investment Management Services: Diamond Hill provides investment management services to a diverse range of clients, including institutional investors, such as pension funds, endowments, foundations, and corporations, as well as individual investors through various distribution channels. They offer a variety of investment strategies focused on long-term capital appreciation.
- Retail Funds and Mutual Funds: The company offers a suite of mutual funds and exchange-traded funds (ETFs) that cater to retail investors. These products are designed to implement their core investment philosophies across different market segments.
Leadership and Structure
Diamond Hill Investment Group Inc. is led by a seasoned management team with extensive experience in the investment industry. The organizational structure emphasizes collaboration and a commitment to their investment philosophy. Key leadership roles typically include a CEO, Chief Investment Officer, and heads of various investment strategies and client relations departments.
Top Products and Market Share
Key Offerings
- Diamond Hill Long-Term Fund: This flagship fund focuses on investing in companies with sustainable competitive advantages and strong management teams, aiming for long-term capital growth. Competitors include other large-cap growth and value mutual funds from firms like Fidelity, Vanguard, and BlackRock.
- Diamond Hill All-Country World ex U.S. Fund: This fund provides diversification by investing in international equities, excluding the U.S. market. Competitors include international equity funds from major asset managers.
- Diamond Hill Small-Cap Fund: This fund seeks to invest in smaller, often overlooked companies with the potential for significant growth. Competitors include other small-cap growth and value funds from various investment firms.
Market Dynamics
Industry Overview
The investment management industry is highly competitive and characterized by evolving investor preferences, technological advancements (e.g., robo-advisors, AI in portfolio management), and regulatory changes. Key trends include a shift towards passive investing, increasing demand for ESG (Environmental, Social, and Governance) considerations, and fee compression.
Positioning
Diamond Hill is positioned as a disciplined, active investment manager with a strong emphasis on fundamental research and a value-oriented approach. Their competitive advantage lies in their consistent investment philosophy, experienced team, and ability to identify undervalued companies with long-term growth potential. They differentiate themselves from passive managers and other active managers through their specific methodology and focus.
Total Addressable Market (TAM)
The total addressable market for investment management services is vast, encompassing trillions of dollars in global assets under management across institutional and retail segments. Diamond Hill, as an independent asset manager, competes for a portion of this market. Their positioning is focused on capturing market share within the active management segment, particularly for investors seeking their specific value-oriented strategies.
Upturn SWOT Analysis
Strengths
- Disciplined investment philosophy and process.
- Experienced and stable investment team.
- Strong reputation for value-oriented investing.
- Focus on long-term client relationships.
- Independent ownership structure allowing for long-term strategic focus.
Weaknesses
- Smaller AUM compared to mega-asset managers, potentially limiting economies of scale.
- Reliance on performance of specific investment strategies.
- Brand recognition may be less than larger, more established competitors.
- Potential for challenges in attracting new, large institutional mandates without a broader product suite.
Opportunities
- Increasing demand for actively managed strategies in volatile markets.
- Growth in ESG-focused investment products.
- Expansion into new asset classes or geographic markets.
- Leveraging technology to enhance client experience and operational efficiency.
- Acquisitions to expand product offerings or AUM.
Threats
- Intensifying competition from passive investment vehicles (ETFs, index funds).
- Ongoing fee compression across the industry.
- Regulatory changes impacting investment management.
- Economic downturns or market volatility affecting AUM and performance.
- Talent acquisition and retention challenges in a competitive industry.
Competitors and Market Share
Key Competitors
- BlackRock Inc. (BLK)
- Vanguard Group, Inc. (Private)
- Fidelity Investments (Private)
- T. Rowe Price Group, Inc. (TROW)
- SSGA Funds Management, Inc. (Part of State Street Corporation - STT)
Competitive Landscape
Diamond Hill faces intense competition from large, diversified asset managers with significant scale, brand recognition, and extensive distribution networks. Their advantage lies in their specialized, concentrated approach to active management, which may appeal to investors seeking differentiated strategies. However, they must constantly prove their performance to attract and retain assets against lower-cost passive options and larger active managers.
Growth Trajectory and Initiatives
Historical Growth: Historically, Diamond Hill's growth has been driven by a combination of strong investment performance attracting new assets, successful product development, and strategic client acquisition. Growth in AUM is a key indicator of success.
Future Projections: Future projections would depend on market conditions, the firm's ability to maintain competitive performance, successful product launches, and strategic initiatives. Analyst estimates, if available, would provide insights into expected AUM growth and profitability.
Recent Initiatives: Recent initiatives might include the launch of new investment strategies (e.g., ESG-focused funds), enhancements to their technology platforms, expanding distribution channels, or exploring strategic partnerships or acquisitions.
Summary
Diamond Hill Investment Group Inc. operates in a highly competitive investment management landscape, leveraging its disciplined value-oriented approach. Its strengths lie in its experienced team and consistent philosophy. However, it faces challenges from larger competitors and the trend towards passive investing. Continued success will depend on maintaining strong performance, adapting to market trends like ESG, and potentially strategic growth initiatives.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations (hypothetical, as real-time access is limited)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg - for general industry trends)
- Financial Data Providers (e.g., Morningstar, FactSet - for historical financial data and market share estimations)
Disclaimers:
This JSON output is generated based on publicly available information and general industry knowledge. It is not financial advice and should not be used for investment decisions. Specific financial figures and market share data are estimations and require verification from official company filings and specialized financial data services. Market share percentages are illustrative and based on industry averages, not specific real-time data for DHIL's exact market segment.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Diamond Hill Investment Group Inc
Exchange NASDAQ | Headquaters Columbus, OH, United States | ||
IPO Launch date 1995-10-10 | President, CEO & Director Ms. Heather Elizabeth Brilliant C.F.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 127 | Website https://www.diamond-hill.com |
Full time employees 127 | Website https://www.diamond-hill.com | ||
Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It offers separately managed accounts; collective investment trusts; and other pooled vehicles, including sub-advised funds and model delivery programs. The company also provides fund administration services comprising portfolio and regulatory compliance, treasury and financial oversight, and general business management and governance of the proprietary funds, as well as oversight of back-office service providers, which include the custodian, fund accountant, and transfer agent. Diamond Hill Investment Group, Inc. was incorporated in 1990 and is based in Columbus, Ohio.
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