The JRo Show

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

90 snips
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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Diamond Hill's Pure Value Investing

  • Diamond Hill is a $30 billion value investing firm focused on intrinsic value investing across various asset classes.
  • Their philosophy emphasizes buying assets at a significant discount to intrinsic value, guided by a mathematically sound approach.
ADVICE

Isolate Key Investment Drivers

  • Great analysts isolate the critical components of an investment thesis quickly, avoiding overload of irrelevant data.
  • Less skilled analysts often present equal weight to every detail, forcing portfolio managers to find the crux themselves.
INSIGHT

Math Guides Team Size

  • Analyst team size should be mathematically aligned with portfolio needs, turnover, idea acceptance, and analyst productivity.
  • This helps ensure sufficient capacity to meet investment demands and deliver strong client outcomes consistently.
Get the Snipd Podcast app to discover more snips from this episode
Get the app