Diamond Hill All Cap Select Fund Class I

The investment seeks to provide long-term capital appreciation. The fund normally invests its assets U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a company's value independent of its current stock price. The Adviser also considers the level of industry competition, regulatory factors, the threat of technological obsolescence, and a variety of other industry factors. The fund is non-diversified.

Diamond Hill All Cap Select Fund Class I trades as DHLTX on NASDAQ. The company is classified in Financial Services / Asset Management and reports in USD.

The current profile places the business in Asset Management. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $466.80M of revenue and $4.34M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

Diamond Hill All Cap Select Fund Class I can be compared against peers such as Columbia International Div Inc A, Carillon ClariVest Capital Appreciation Fund Class R6, Integrity Dividend Harvest Fund Class A, Leuthold Core Investment Fund Class Institutional, Virtus NFJ Mid Cap Value Fund Class A, Virtus NFJ Mid Cap Value Fund Institutional Class.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $546.43M, beta of 0.97, and return on equity of +3.3%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

DHLTX currently shows total debt of $114.35M and beta of 0.97. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: NPORT-P (2026-06-01 00:00:00), NPORT-P (2026-06-01 00:00:00), NPORT-P (2026-06-01 00:00:00), NPORT-P (2026-06-01 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.diamond-hill.com/investment-strategies/us-equity/select/mutual-fund/

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.