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Diamond Hill reports AUM of $31.3 billion as of September end

EditorLina Guerrero
Published 10/02/2024, 04:45 PM
DHIL
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COLUMBUS, Ohio - Diamond Hill Investment Group Inc. (NASDAQ:DHIL), an investment management firm, disclosed in a recent SEC 8-K filing its assets under management (AUM) for the month ending September 30, 2024. The company reported total AUM of $31.275 billion, a figure that encompasses various investment vehicles and strategies.

The AUM is spread across Diamond Hill Funds, separately managed accounts, collective investment trusts, and other pooled vehicles, amounting to $18.416 billion, $6.841 billion, $1.978 billion, and $4.040 billion, respectively. The investment strategies include Small Cap, Small-Mid Cap, Mid Cap, and Large Cap, with the Large Cap strategy holding the largest share at $19.065 billion.

Other strategies such as Large Cap Concentrated, Select, Long-Short, International, Micro Cap, Short Duration Securitized, Core Fixed Income, and Long Duration Treasury collectively contribute to the total AUM. The company also reported a deduction of $10 million due to investments in affiliated funds.

In other recent news, Diamond Hill Investment Group has disclosed its asset management figures for August 2024, revealing a total of $31.344 billion in assets under management (AUM).

This figure reflects an increase from the AUM reported for July and June of the same year, which stood at approximately $30.4 billion and $29.291 billion respectively. The AUM is spread across various investment strategies, with a significant emphasis on Large Cap strategies.

The firm also announced the appointment of Gordon Fowler to its Board of Directors. Fowler, with an extensive career in the financial services industry, will serve on several committees, contributing his wealth of experience to the board. This aligns with Diamond Hill's commitment to long-term investment outcomes and expertise across various asset classes.

InvestingPro Insights

Diamond Hill Investment Group's recent AUM disclosure aligns with several key financial metrics and insights from InvestingPro. The company's total AUM of $31.275 billion as of September 30, 2024, reflects its substantial market presence, which is further supported by its market capitalization of $437 million.

InvestingPro data shows that Diamond Hill has a P/E ratio of 10.97, suggesting that the stock may be undervalued relative to its earnings. This is particularly interesting given the company's diverse AUM across various investment strategies and vehicles.

Additionally, InvestingPro Tips highlight that Diamond Hill has maintained dividend payments for 17 consecutive years, demonstrating a commitment to shareholder returns that complements its AUM growth. The current dividend yield stands at 3.75%, which may be attractive to income-focused investors.

Another relevant InvestingPro Tip indicates that the company's liquid assets exceed short-term obligations, suggesting a strong financial position that supports its ability to manage the reported $31.275 billion in assets effectively.

For investors seeking a more comprehensive analysis, InvestingPro offers 3 additional tips that could provide further insights into Diamond Hill's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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