Diamond Hill Investment Group, Inc. (DHIL)

This is a classy asset management shop. Read the shareholder letters.

seems to be fairly profitable when the market is good and I expect more money coming into the market over the next 6-12 months

Small money management firm in Ohio that has done extremely well historically, but got sucked into 2008's vortex of doom; it should bounce back big time if their usual performance returns.

The time has now come to re-up...

TMFSmashy

Bought on impulse. Only time will tell. Young fund shops offer great returns in the long term, if successful. Or they crash. I plan to study this one more. Only have a modest position.

need that money and people need it to.

5 stars caps reccomendation on a dip

I looked at this stock based on the tiny gems report. What I saw was a company where the managerial interests are perfectly in line with those of the shareholder. Given that all employees must not have investments other than those associated with DHIL, they all eat their own cooking. Growth looked reasonable, and the fee structure based on nominal + performance seemed rational.

perfect investing

Upside potential: Rapid growth, reasonable price, management with integrity, key employees 100% invested in the company and its products. Unreasonably beaten down with all other financials. No direct sub-prime mortgage exposure.

Downside risks: slowing ecconomy may stunt growth of or even reduce AUM.

Conclusion: Long-term outperformer.

Their products are starting to gain traction in the institutional space. Great long-term buy at this price.

Exceptional small asset manager. Love their value approach. Their long/short fund has grown nicely over the last year or so. Some of the markets biggest long term winners are asset managers. This company could always be bought by someone like Nuveen,AMG or Legg Mason.

This call should not be considered a recommendation to buy as much as a recommendation to watch. Others have noted the fundamental situation this stock is in, which appears to be a good place. All financials have taken a beating over the last few months including DH, and it's roughly 30% off its 52 week high. Hard to imagine that these guys are into the shennanigans and as such it makes it an attractive stock when the financials hit bottom. I do not believe that has happened but I do want to watch this stock for when it does.

This is an excellent example of when the smaller investor (such as you or I) can purchase a stock that most instutional and mutual fund investors cannot. The company has had excellent growth with their assets under mgmt, revenue, and earnings. And with the amount of cash still on corporate balance sheets, I wouldnt' worry about ETF's and Index funds phasing out mutual funds. I like the fundamentals of this company and their chart looks superb. Liquidity is awful.. but use that to your advantage and buy before they split... My value for DHIL is ~ $130. My target is around the same. -JC

small cap financial services firm. Solid growth over the long term. inside ownership.

This one should go up steadily.