Diamond Hill Small Cap’s comanagers continue to find their footing since taking the helm in February 2019, but a flurry of recent departures introduces uncertainty. The Y and I share classes maintain a Morningstar Analyst Rating of Silver while the pricier A and C shares drop to Bronze.
Will DHSCX 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 DHSCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DHSCX 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 DHSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.