After less than three months as associate portfolio manager to comanagers Chuck Bath and Austin Hawley on Diamond Hill Large Cap DHLAX, Micah Martin is stepping aside to focus on his new role as director of research at Diamond Hill. As Bath and Hawley remain at the helm, the fund retains its Morningstar Analyst Rating of Gold.
Will DHLCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHLCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DHLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DHLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares DHLCX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether DHLCX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.