Hedge Fund - Diamond Hill Capital

Established in 1997, Diamond Hill Capital Management stands as a distinguished hedge fund manager based in Ohio, renowned for its commitment to excellence in investment management. Catering to a diverse clientele including institutions, financial intermediaries, and individuals, the firm adeptly manages equity and fixed-income strategies tailored to meet the unique objectives of each client. Diamond Hill Capital Management also offers a comprehensive range of investment vehicles, including mutual funds, separate accounts, and private investment funds. These offerings span both traditional and alternative investments, providing clients with a diversified array of options to suit their individual investment preferences and risk profiles.

Heather Brilliant assumed the position of Chief Executive Officer at Diamond Hill in 2019, bringing with her over two decades of extensive experience in both domestic and international realms of the investment industry. Her illustrious career path includes serving as the Chief Executive Officer at First State Investments, where she played a pivotal role in driving strategic initiatives. Before this, Heather spent nearly 14 years at Morningstar, where she ascended through the ranks to hold key leadership positions, culminating in her tenure as the Global Head of Equity & Credit Research and subsequently as the Chief Executive Officer of Morningstar Australasia. Heather's academic background is equally impressive, having earned her MBA from the University of Chicago Booth School of Business and a degree in economics from Northwestern University. Her dedication to the investment profession is further evidenced by her significant contributions to the CFA Institute, where she served on the board from 2013 to 2020, assuming the role of Chair of the Board from 2018 to 2019.

Diamond Hill Capital Management serves a robust client base of 3,834 investors, overseeing discretionary assets under management (AUM) totaling an impressive $27,418,305,815, as reported in their latest Form ADV dated May 2024. Their recent 13F filing for Q4 2023 reveals a substantial portfolio of managed 13F securities valued at $22,757,442,074, maintaining a top 10 holdings concentration of 25.86%. Notably, the firm's largest holding is American International Group, Inc., with a significant stake of 13,720,580 shares, underscoring their confidence in select high-value investments.