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The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with medium market capitalizations that Diamond Hill Capital Management, Inc. ("the Adviser") believes are undervalued. Equity securities consist of common and preferred stocks. Mid cap companies are defined as companies with market capitalizations at the time of purchase between $1.5 billion and $20 billion or in the range of those market capitalizations of companies included in the Russell Midcap Index at the time of purchase.
Name | Title | Since | Until |
---|---|---|---|
Chris A. Welch | Portfolio Manager | 2013 | Now |
Biography | Chris serves as Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2005. Prior to joining Diamond Hill, Chris was a Portfolio Manager with Fiduciary Trust Company International from 2004 to 2005. From 2002 to 2004, he was a private investor. From 1995 to 2002, Chris was a Portfolio Manager and Senior Equity Analyst for Nationwide Insurance. Chris has a Bachelor of Arts in Economics from Yale University (summa cum laude). | ||
Chris Bingaman | Portfolio Manager | 2013 | 2024 |
Biography | Chris serves as a portfolio manager for Diamond Hill and joined the firm in 2001. Prior to joining Diamond Hill, Chris was a senior equity analyst for Nationwide Insurance and affiliates from 1997 to 2001. In 1997, he was an equity analyst for Dillon Capital Management, an investment advisory firm. From 1990 to 1997, Chris held various positions with Fifth Third Bank, First Chicago NBD, and NBD Bank. Chris has a bachelor of arts in finance from Hillsdale College (cum laude) and master of business administration from the University of Notre Dame. | ||
Jeannette M Hubbard | Research Analyst | 2013 | 2020 |
Biography | Jenny Hubbard is Co-Portfolio Manager of the Small Cap Strategy and a Research Analyst. Prior to joining VELA, Jenny served as a Research Analyst and Assistant Portfolio Manager of the Small-Mid Cap and Mid Cap Strategies at Diamond Hill Capital Management. Jenny has industry experience since 1996, including positions with ABN/AMRO LaSalle Bank and Avondale Partners. |
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