LongCNQJun 2026
Canadian Natural Resources
Canadian Natural Resources underperformed as energy prices weakened across the industry. Diamond Hill stated that the business continued to perform well fundamentally despite the…
Diamond Hill Capital Management, LLC - International Strategy
Long-term international equity investing in non-U.S. companies trading below estimated intrinsic value.$161M AUM10 published ideas
Diamond Hill International Strategy is managed by Diamond Hill Capital Management, LLC and seeks long-term capital appreciation by investing in non-U.S. companies selling below the manager's estimate of intrinsic value. The strategy emphasizes higher-quality businesses, long-term value compounding and disciplined valuation.
Ideas from Diamond Hill Capital Management, LLC - International Strategy
LongIMOJun 2026
Imperial Oil
Imperial Oil underperformed as energy prices weakened across the industry. Diamond Hill stated that the business continued to perform well fundamentally despite the share-price…
Long2330.TWJun 2026
Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor Manufacturing Company is the world's largest dedicated chip foundry, with approximately 70% market share and advanced manufacturing capabilities. Demand for…
Long005930.KSJun 2026
Samsung Electronics
Samsung Electronics is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising…
Long000660.KSJun 2026
SK hynix
SK hynix is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising semiconductor…
Long2330.TWJun 2026
Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor Manufacturing Company is the world's largest dedicated chip foundry, with approximately 70% market share and advanced manufacturing capabilities. Demand for…
Long005930.KSJun 2026
Samsung Electronics
Samsung Electronics is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising…
Long000660.KSJun 2026
SK hynix
SK hynix is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising semiconductor…
LongCNQJun 2026
Canadian Natural Resources
Canadian Natural Resources underperformed as energy prices weakened across the industry. Diamond Hill stated that the business continued to perform well fundamentally despite the…
LongIMOJun 2026
Imperial Oil
Imperial Oil underperformed as energy prices weakened across the industry. Diamond Hill stated that the business continued to perform well fundamentally despite the share-price…
Letters covered
- International StrategyJune 30, 2026
- International StrategyJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.