Over the past two years, much has transpired in global markets and economies. As we consider what the market might have in store for 2022, portfolio manager Grady Burkett, CFA, shares his views on global valuations and forward-looking growth.

As of November 30, 2021, Diamond Hill owned share of Ashmore Group PLC, Compagnie Financiere Richemont S.A. (Cl A), Nestlé S.A., Nintendo Co. Ltd., Novartis AG, Roche Holdings AG, Rogers Communications, Inc. (Cl B), Safran S.A., Samsung Electronics Co. Ltd., Swatch Group AG, Tencent Holdings Ltd., Tesco PLC, Unilever PLC and Walt Disney Co.

The views expressed are those of the speaker as of December 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.