DHLX
Diamond Hill Large Cap Concentrated ETF
📎 Investment Objective
The Diamond Hill Large Cap Concentrated ETF (DHLX) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of large-capitalization U.S. companies.
Overview
ETF tracking Diamond Hill Large Cap Concentrated ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Diamond Hill Large Cap Concentrated ETF (DHLX) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of large-capitalization U.S. companies.
🎯 Investment Strategy
The fund invests primarily in the common stocks of large-cap U.S. companies that the portfolio managers believe are undervalued and have the potential for long-term growth. The portfolio is concentrated, typically holding 20-30 securities, to allow the managers to take high-conviction positions in their top ideas.
✨ Key Features
- Concentrated portfolio of 20-30 large-cap U.S. stocks
- Actively managed by experienced value-oriented portfolio managers
- Aims to provide long-term capital appreciation through investment in undervalued companies
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund holds a limited number of securities
- Potential for higher volatility compared to a more diversified large-cap fund
- Reliance on the portfolio managers' ability to identify undervalued companies
- Exposure to market and economic conditions affecting large-cap U.S. equities
👤 Best For
The Diamond Hill Large Cap Concentrated ETF may be suitable for long-term investors seeking exposure to a concentrated portfolio of undervalued large-cap U.S. stocks with the potential for capital appreciation. This fund may be appropriate for investors with a higher risk tolerance who are willing to accept the increased volatility that can come with a concentrated portfolio.