DHFYX

About DHFYX

The Diamond Hill Large Cap Concentrated Fund Class Y is a mutual fund focused on achieving long-term capital appreciation by investing predominantly in large-cap U.S. equities. Its investment approach emphasizes a concentrated portfolio, typically allocating capital to a select group of companies with market capitalizations of $15 billion or greater. Adhering to a value-driven strategy, the fund targets businesses the managers believe are trading at a significant discount to their estimated intrinsic value, seeking a margin of safety in each investment. This results in a focused exposure; for example, over half of the fund’s assets are often invested in its top ten holdings, spanning sectors like financial services, energy, healthcare, consumer defensive, technology, and industrials. Managed by Diamond Hill Capital Management, the fund is designed for institutional investors, featuring a cost structure that is among the lowest in its peer group. With a below-average turnover rate and disciplined stock selection, the fund serves as a concentrated large-cap value offering within the broader U.S. equity market, appealing to investors seeking a high-conviction, actively managed portfolio comprised of established American companies.