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Barron's Interview Chuck Bath Of Diamond Hill Investments
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04.19.08Views:
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Barron's interviewed Chuck Bath, managing director of equities and fund manager at Diamond Hill Investments. Created in mid-2001, the Columbus, Ohio-based fund's assets have almost quadrupled to $431 million since 2005. It was in the top 2% of its large-cap value category in 2004 and top 1% in 2005. His large energy bets continue to hit pay dirt: For the five-year period ended April 16, it beat 98% of its peers, up 17.42% versus the Standard & Poor's 500 gain of 11.2%. Year-to-date, it's beaten 97% of its peers with a 1.91% decline in total return, compared with a 6.5% drop for the S&P 500. For three years, it was up 12.31% versus the index's 8.14% rise, putting the fund in the top 5% of its category. It has a stiff 5% front-end load, but Morningstar's Andrew Gogerty calls the fund's expenses low; its ratio is 1.20%, and turnover is about 50%.
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