Diamond Hill
Diamond Hill Long Short Fund
Dec 2024 → Mar 2026
Our archive holds 4 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years — follow all of Diamond Hill for every strategy.
Its investment theses
- SentinelOneDec 2025SentinelOne is a cybersecurity company with best-in-class endpoint technology poised to keep taking share as the market grows at high single digits.
- Booz Allen HamiltonSep 2025Booz Allen Hamilton is a leading technology consulting firm for the US government, poised for growth amid increasing demand despite recent negative headlines affecting its shares.
- Cooper CompaniesSep 2025Cooper Companies is a medical devices company with strong growth potential in contact lenses and women's health, supported by recent investments and favorable market trends.
- Builders FirstSourceDec 2024Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges