Diamond Hill Investment Group Introduces Securitized Total Return Strategy for Enhanced Fixed Income Portfolio
- Diamond Hill Investment Group launched the Securitized Total Return strategy to enhance its fixed income portfolio with securitized assets.
- Managed by Henry Song, the strategy aims to provide investors with specialized exposure to often-overlooked securitized bonds.
- The firm manages $7.2 billion in fixed income assets, demonstrating commitment to innovative, client-aligned investment strategies.
Diamond Hill Investment Group Launches Securitized Total Return Strategy
On July 1, 2025, Diamond Hill Investment Group unveils its latest offering, the Securitized Total Return strategy, aimed at enhancing its fixed income portfolio by focusing on securitized assets. This new strategy is managed by Henry Song, CFA, and is designed to provide investors with specialized exposure to an asset class that is frequently overlooked in traditional investment frameworks. By allocating a dedicated portion of investments to securitized bonds, Diamond Hill aims to complement its existing fixed income products, which include Treasurys and corporate bonds. CEO Heather Brilliant, CFA, highlights the potential for attractive returns and effective risk management through this innovative approach, asserting that securitized bonds come with inherent protections that can benefit investors.
The introduction of the Securitized Total Return strategy aligns with Diamond Hill's overarching investment philosophy, which emphasizes a valuation-driven approach and a long-term perspective. As of May 31, 2025, the firm manages $7.2 billion in fixed income assets across various portfolios, showcasing its commitment to delivering differentiated strategies that cater to diverse investor needs. By expanding its offerings to include securitized bonds, Diamond Hill not only strengthens its fixed income capabilities but also enhances its ability to meet the evolving demands of its clientele in a complex market environment.
Diamond Hill's commitment to providing high-quality investment management is further evidenced by its independent active asset management model and significant employee ownership. With total assets under management and advisement amounting to $31.2 billion, the firm continues to position itself as a leader in the investment management industry. The Securitized Total Return strategy is a testament to Diamond Hill's dedication to innovation and client alignment, ensuring that investors have access to a broad spectrum of investment opportunities that are designed to deliver sustainable growth.
In addition to the new strategy, Diamond Hill's team remains focused on its core principles of rigorous research and disciplined investment processes. The firm’s diversified portfolio offerings, which include Core Bond, Core Plus Bond, and Short Duration Investment Grade, reflect a comprehensive understanding of the market and a commitment to optimizing investment outcomes for clients. For further details on Diamond Hill’s investment strategies and offerings, interested parties are encouraged to visit their website at www.diamond-hill.com.