Diamond Hill reports asset management growth in February

Published 04/03/2025, 22:14

COLUMBUS, OH - Diamond Hill Investment Group Inc. (NASDAQ:DHIL) disclosed its latest asset management figures today, revealing a total of $30.939 billion in assets under management as of February 28, 2025, according to a recent 8-K filing with the Securities and Exchange Commission. The company, which currently trades at $147.45 per share and offers a 4.1% dividend yield, appears undervalued according to InvestingPro analysis.

The Columbus-based investment advisory firm, which operates through its wholly owned subsidiary Diamond Hill Capital Management, Inc., reported a diversified portfolio across various investment vehicles and strategies. The Diamond Hill Funds accounted for the largest share, with assets totaling $19.182 billion. Separately managed accounts comprised $6.180 billion, collective investment trusts held $1.696 billion, and other pooled vehicles were at $3.881 billion. InvestingPro data reveals the company maintains strong financial health with a "Good" overall score and has maintained dividend payments for 18 consecutive years.

In terms of investment strategies, the Large Cap strategy held the majority with $17.861 billion in assets. The company also manages investments in Small Cap, Small-Mid Cap, Mid Cap, Large Cap Concentrated, Select, Long-Short, International, Micro Cap, Short Duration Securitized Bond, Securitized Credit, Core Fixed Income, and Long Duration Treasury strategies.

The filing did not provide comparative figures from previous periods or additional details on the drivers behind the asset management growth. However, the reported figures reflect the company’s position in the investment advisory market and its ability to attract and manage significant assets across a range of investment products.

This report is based solely on the information contained in the SEC filing and does not include any additional commentary or analysis. Diamond Hill Investment Group has not provided further details beyond the numbers stated in the filing.

In other recent news, Diamond Hill Investment Group Inc. reported its asset management growth for January. The company disclosed a total assets under management (AUM) of $30.837 billion as of January 31, 2025, according to a filing with the Securities and Exchange Commission. The breakdown shows that Diamond Hill Funds hold the largest share with $18.785 billion, followed by separately managed accounts at $6.160 billion. Collective investment trusts account for $1.901 billion, and other pooled vehicles represent $3.991 billion. The firm’s Large Cap strategies dominate its portfolio, comprising $18.166 billion of the AUM. Other significant allocations include Long-Short strategies at $1.760 billion and Core Fixed Income at $2.515 billion. The report provides investors with a snapshot of Diamond Hill’s current asset allocation and reflects its financial position at the end of January. The SEC filing indicates that the company is maintaining its trajectory in the investment advisory market.

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