Understanding Edge

African Swine Fever & the Protein Industry: What You Need to Know


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African Swine Fever, a deadly disease that impacts pigs, is running rampant in the largest pork-producing region in the world, China. Douglas Gimple sits down with Micah Martin to discuss how the disease has spread over the last year, who we view as industry winners and losers, and why we believe overall food costs are likely to rise due to pork shortages.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.

As of August 31, 2019, Diamond Hill owned Cal-Maine Foods, Inc. (equity) and Seaboard Corp (equity). As of June 30, 2019, Diamond Hill owned Pilgrim's Pride Corp. (debt).


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Understanding EdgeBy Diamond Hill Capital Mgmt

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