Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
📅 Plan for Wealth: Don't miss this week's most important financial events
See Economic Calendar
Diamond Hill Research Opportunities Fund Class C (DROCX)
Add to/Remove from Watchlist
Add to Watchlist
20.700
+0.170
+0.83%
23/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 762.14K
Diamond Hill Research Opportunities Fund Class C
20.700
+0.170
+0.83%
- Overview
- Profile
- Historical Data
- Holdings
Diamond Hill Research Opportunities Fund Class C Overview
On this page you'll find an in-depth profile of Diamond Hill Research Opportunities Fund Class C. Learn about the key management, total assets, investment strategy and contact information of DROCX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund normally invests its assets primarily in U.S. equity securities of any size that Diamond Hill Capital Management, Inc. believes are undervalued. It may also invest up to 40% of its net assets in non-U.S. equity securities, including equity securities in emerging market countries. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund may sell securities short.
Contact Information
Address
325 John H. Mcconnell Boulevard,Suite 200
Columbus,OH 43215
United States
Columbus,OH 43215
United States
Phone
+1 8882265595
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Micah Martin | Research Analyst | 2017 | Now |
| Biography | Mr. Martin has a Bachelor of Music from Cedarville University, a Master of Business Administration from The Ohio State University, and he has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience. He has been an investment professional with Diamond Hill Capital Management, Inc. since June 2014. Mr. Martin currently serves as a Research Analyst for the firm, focusing on home builders, home products and home retailers. From 2008 to 2012, he was an English teacher in Beijing, China at The High School Affiliated to Beihang University and the Beijing National Day School. | ||
| John Loesch | Assistant Portfolio Manager | 2011 | Now |
| Biography | Mr. Loesch has a Bachelor of Science in Public Affairs, Public Financial Management from Indiana University, a Masters degree in Business Administration (cum laude) from the University of Notre Dame and holds the CFA designation. He has been an investment professional with the Adviser since June 2007. Mr. Loesch currently serves as a Portfolio Manager, Co-Director of Research, Sector Leader and Research Analyst for the Adviser focusing on banks and alternative asset managers. From July 2003 to May 2006 Mr. Loesch was an Analyst at Nationwide Financial. He was a Financial Advisor at UBS Financial Services from June 2001 to July 2003. | ||
| Aaron Monroe | Research Analyst | 2011 | Now |
| Biography | Aaron serves as a Portfolio Manager, Sector Leader, and Research Analyst for Diamond Hill Capital Management, Inc. He joined Diamond Hill in 2007. From 2007 to 2008, Aaron was an Equity Trader with Diamond Hill. From 2006 to 2007, Aaron was a Consulting Group Analyst with Smith Barney. In 2005, Aaron was an Associate with Duff & Phelps. Aaron has a Bachelor of Science in Finance, Accounting and Economics from The Ohio State University (cum laude). | ||
| Nate Palmer | - | 2011 | Now |
| Biography | Mr. Palmer has a Bachelor of Science degree in Accounting and Finance from The Ohio State University (summa cum laude, with honors) and a Masters of Accountancy from The Ohio State University (with distinction). He is a Certified Public Accountant and his CFA charter is pending his fulfillment of the work experience requirement. He has been an investment professional with Diamond Hill Capital Management since October 2009. Mr. Palmer currently serves as a Research Analyst for Diamond Hill Capital Management. From 2008 to 2009, Mr. Palmer was a Tax Consultant with Deloitte & Touche, LLP. | ||
| Suken Patel | Merger & Acquisitions Analyst | 2011 | Now |
| Biography | Mr. Patel has a Bachelor of Science degree in Finance from The Ohio State University and holds the CFA designation. He has been an investment professional with Diamond Hill Capital Management since June 2006. Mr. Patel currently serves as a Research Analyst for the firm. From 2005 to 2006, Mr. Patel served as an Equity Research Analyst with Victory Capital Management. From 2004 to 2005, Mr. Patel was a Merger & Acquisitions Analyst with KeyBanc Capital Markets. | ||
| Igor Golalic | Research Analyst | 2011 | 2020 |
| Biography | Mr. Golalic has a Bachelor of Arts degree in Business Administration and Philosophy from Lewis & Clark College, a Masters degree in Business Administration from The Ohio State University and holds the CFA designation. He has been an investment professional with the Diamond Hill Capital Management since July 2008. Mr. Golalic currently serves as a Research Analyst focusing on health care and Sector Leader for the Adviser. From 2003 to 2008, Mr. Golalic was a Portfolio Manager and Senior Equity Analyst with Federated Investors. From 1999 to 2003, Mr. Golalic was a Senior Equity Analyst with the State Teachers Retirement System of Ohio. | ||
| Jason Downey | Co-Director | 2011 | 2020 |
| Biography | Mr. Downey has a Bachelor of Arts degree in Economics and History from Ohio Wesleyan University (summa cum laude, with honors in Economics) and holds the CFA designation. He has been an investment professional with Diamond Hill Capital Management, Inc. since June 2002. Mr. Downey currently serves as Co-Director of Research and a Research Analyst focusing on transportation. From 2002 to 2006, Mr. Downey was an Analyst & Trader for the firm. | ||
| Harsh Acharya | Research Analyst | 2017 | 2018 |
| Biography | Mr. Acharya has a Bachelor of Commerce from University of Mumbai, a Master of Business Administration from Fordham University and holds the CFA designation. In addition, Mr. Acharya received the Chartered Accountant designation from the Institute of Chartered Accountants of India (equivalent to CPA certification in the United States). He has been an investment professional with Diamond Hill Capital Management, Inc. since June 2013. Mr. Acharya currently serves as a Research Analyst for the firm, focusing on industrials and utilities. From 2006 to 2013, Mr. Acharya was an Associate with BMO Capital Markets. From 1999 to 2003, Mr. Acharya was an Associate Vice President for Kotak Mahindra Mutual Fund in Mumbai, India. | ||
| Brian Bath | Research Analyst | 2017 | 2018 |
| Biography | Mr. Brian Bath has a Bachelor of Arts degree in Economics from Miami University and holds the CFA designation. He has been an investment professional with Diamond Hill Capital Management, Inc. since June 2009. Mr. Bath currently serves as a Research Analyst for the firm, focusing on automotive and steel. | ||
| Gregory Sumner | Research Analyst | 2016 | 2018 |
| Biography | Mr. Sumner has a Bachelor of Arts degree in Economics from Drew University, a Masters degree in Business Adminstration from New York University and holds the CFA designation. He has been an investment professional with Diamond Hill Capital Management Inc since August 2015. Mr. Sumner currently serves as a Research Analyst for the firm focusing on producer durables. From 2008 to 2015, Mr. Sumner was a Research Analyst at TigerShark Management, LLC. From 2003 to 2008, Mr. Sumner was a Research Analyst at Morgan Stanley Investment Management. From 1998 to 2003, Mr. Sumner held various roles with Morgan Stanley. | ||
Write your thoughts about Diamond Hill Research Opportunities Fund Class C
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review