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The JRo Show

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Mar 28, 2024
The podcast features Win Murray, Director of Research at Diamond Hill, discussing equity analyst qualities, team dynamics, and transitioning team structures. Topics include analyst deliverables, hiring talent, analyst productivity, and the importance of concise communication in investment meetings.
01:21:06

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Emphasizing a mathematically sound investment strategy at Diamond Hill, blending intrinsic value focus with sector expertise.
  • Identifying exceptional equity analysts through intuitive accounting skills, isolating critical investment components effectively.

Deep dives

Diamond Hill's Value Investing Philosophy

Diamond Hill, a value investing firm in Columbus, Ohio focused on purchasing investments at a discount to their intrinsic value across various asset classes. The director of research emphasizes the importance of the firm's philosophically pure approach, highlighting the mathematical soundness of their investment strategy.

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