The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DHMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DHMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Lumpy but worthy.
Dan Culloton
Director
Summary
A recent management tweak doesn’t alter Diamond Hill Small-Mid Cap’s appeal.