| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,021 | $63,297.72 | $67,642.87 | $4,345.15 | 6.86% |
| NASDAQ (NMS) Exchange | US Country |
Diamond Hill Investment Group, Inc. operates primarily through its subsidiary, Diamond Hill Capital Management, Inc., to deliver comprehensive investment advisory and fund administration services across the United States. With a foundation date back to 1990, the company is stationed in Columbus, Ohio, positioning itself as a significant player in the financial services landscape, specifically tailored towards investment management and fund oversight. The essence of Diamond Hill’s operation revolves around extending high-grade investment solutions and meticulous fund administrative support to a diverse clientele, varying from individual investors to large institutional entities.
Diamond Hill offers expert investment guidance and corresponding services predominantly through pooled investment vehicles. This encompasses private funds where investors pool resources for investment in a diversified portfolio, managed by seasoned professionals. The company also extends its advisory services to separately managed accounts, providing a more personalized investment management approach tailored to meet the individual requirements of clients. Additionally, collective investment trusts and a variety of other pooled vehicles, such as sub-advised funds and model delivery programs, form an integral part of Diamond Hill’s offerings, designed to cater to the distinct investment needs and objectives of various investor types.
Alongside its primary investment advisory services, Diamond Hill delivers a broad spectrum of fund administration solutions. This suite includes portfolio management, ensuring adherence to regulatory compliance, and extending comprehensive oversight on financial and treasury operations. The administration facet of Diamond Hill’s operations further encapsulates general business management and governance over the funds it manages. A significant part of these services involves supervising back-office service providers, including custodians, fund accountants, and transfer agents, guaranteeing the smooth operation and integrity of the investment funds under its stewardship.