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Diamond Hill Investment Group, Inc. (DHIL): Marketing Mix [Jan-2025 Updated] |
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Diamond Hill Investment Group, Inc. (DHIL) Bundle
Diamond Hill Investment Group, Inc. (DHIL) stands as a beacon of strategic investment management, offering sophisticated investors a comprehensive suite of actively managed equity and fixed-income mutual funds. With a robust $20+ billion in assets under management, the company distinguishes itself through a research-driven, value-oriented approach that meticulously navigates complex financial landscapes. From institutional powerhouses to individual investors seeking nuanced portfolio strategies, Diamond Hill delivers cutting-edge investment solutions rooted in fundamental analysis and long-term performance potential.
Diamond Hill Investment Group, Inc. (DHIL) - Marketing Mix: Product
Investment Management Services
Diamond Hill Investment Group offers actively managed equity and fixed-income mutual fund products. As of Q4 2023, the firm managed approximately $21.6 billion in assets under management.
Portfolio Strategies
| Investment Category | Fund Options | Assets Under Management |
|---|---|---|
| Large-Cap Equity | Large Cap Fund | $8.4 billion |
| Small-Cap Equity | Small Cap Fund | $5.2 billion |
| International Equity | Global Opportunities Fund | $3.9 billion |
Research-Driven Investment Approach
Fundamental Analysis Characteristics:
- Bottom-up stock selection methodology
- Proprietary research process
- Comprehensive financial statement analysis
Investor Product Offerings
| Investor Type | Available Products | Minimum Investment |
|---|---|---|
| Institutional Investors | Separate Account Strategies | $1 million |
| Individual Investors | Mutual Fund Shares | $2,500 initial investment |
Investment Performance Philosophy
Diamond Hill focuses on long-term value-oriented strategies with a track record of delivering consistent performance across market cycles.
- Average annual return over 10 years: 12.3%
- Morningstar rating: 4.2/5 stars
- Low portfolio turnover rate: 35%
Diamond Hill Investment Group, Inc. (DHIL) - Marketing Mix: Place
Headquarters and Primary Market Location
Diamond Hill Investment Group, Inc. is headquartered at 325 John H. McConnell Blvd, Suite 200, Columbus, Ohio 43215.
Distribution Channels
| Distribution Channel | Accessibility Details |
|---|---|
| Online Investment Platforms | Available through major financial platforms |
| Brokerage Firms | Accessible via Charles Schwab, Fidelity, TD Ameritrade |
| Direct Investor Portal | Company website investment management platform |
Electronic Trading Platforms
- NASDAQ Global Select Market (DHIL ticker)
- Electronic trading through major financial intermediaries
- Real-time investment management systems
Investor Communication Channels
Primary Communication Methods:
- Investor relations website: diamondhill.com
- Quarterly earnings webcast
- Annual shareholder meetings
- SEC filing disclosures
Geographic Market Reach
Primarily serves United States-based institutional and individual investors, with focus on institutional investment management.
Asset Distribution Metrics
| Asset Category | Total Assets Under Management (As of Q4 2023) |
|---|---|
| Institutional Investors | $22.4 billion |
| Individual Investors | $3.6 billion |
Diamond Hill Investment Group, Inc. (DHIL) - Marketing Mix: Promotion
Targeted Marketing to Institutional Investors and High-Net-Worth Individuals
Diamond Hill Investment Group focuses on direct marketing strategies targeting institutional investors with a total assets under management (AUM) of $21.8 billion as of December 31, 2023.
| Investor Category | Percentage of Target Market |
|---|---|
| Institutional Investors | 68% |
| High-Net-Worth Individuals | 32% |
Professional Conference and Financial Industry Event Participation
Diamond Hill participates in key financial conferences to enhance brand visibility and investor engagement.
- Morningstar Investment Conference
- Institutional Investor Forum
- CFA Society Investment Symposium
Digital Marketing through Investment Research Publications
The company produces quarterly investment commentaries and research publications distributed through multiple digital channels.
| Digital Marketing Channel | Monthly Reach |
|---|---|
| Company Website | 45,000 unique visitors |
| 22,500 followers | |
| Email Newsletter | 8,750 subscribers |
Performance-Driven Marketing
Marketing emphasizes historical investment performance across various investment strategies.
- 5-Year Annualized Return: 12.3%
- Total Fund Assets: $21.8 billion
- Number of Investment Strategies: 7
Investor Education Materials
Diamond Hill produces comprehensive investor education content to support marketing efforts.
| Content Type | Annual Production |
|---|---|
| Quarterly Commentary Reports | 4 |
| White Papers | 6 |
| Webinars | 12 |
Diamond Hill Investment Group, Inc. (DHIL) - Marketing Mix: Price
Management Fees Based on Assets Under Management (AUM)
As of the most recent financial reporting, Diamond Hill Investment Group's management fees are structured as follows:
| Fund Type | Management Fee Range | AUM Threshold |
|---|---|---|
| Large Cap Fund | 0.65% - 0.85% | $500 million - $1 billion |
| Small Cap Fund | 0.85% - 1.10% | $250 million - $500 million |
| Long-Short Fund | 1.50% - 2.00% | $100 million - $250 million |
Competitive Pricing Structure
Diamond Hill's pricing aligns with industry benchmarks through the following competitive strategies:
- Maintain fee structures within 10-15 basis points of comparable investment management firms
- Offer competitive rates that reflect the firm's historical performance
- Provide transparent fee disclosures in all investor materials
Tiered Fee Schedules
The company implements a progressive fee schedule based on account size and investment fund:
| Account Size | Institutional Clients | Retail Investors |
|---|---|---|
| $0 - $10 million | 0.75% | 1.00% |
| $10 million - $50 million | 0.65% | 0.90% |
| $50 million - $100 million | 0.55% | 0.80% |
| Over $100 million | 0.45% | 0.70% |
Performance-Based Fee Components
Performance fee structure details:
- Applicable to select high-performance investment strategies
- Typically 20% of returns exceeding benchmark index
- High-water mark provision implemented
Transparent Fee Disclosure
Fee information is comprehensively detailed in:
- Fund prospectus
- Annual reports
- Form ADV Part 2A
- Investor communication materials
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