Understanding Edge

Untouchable Value: The Importance of Intangible Assets


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Portfolio Manager Grady Burkett, CFA joins us to discuss valuing intangible assets and why they play such a crucial role in a company’s competitive position and growth prospects.

The views expressed are those of Diamond Hill as of January 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.


As of December 31, 2019 Diamond Hill owned Walmart (equity, short), Vivendi (equity) and Tencent (equity), LVMH Moet Hennessy Louis Vuitton SE (equity), Walt Disney Co. (The) (equity), GlaxoSmithKline plc (equity), Samsung Electronics Co. Ltd. (equity), Unilever NV (equity), and Novartis AG (equity). As of October 31, 2019, Diamond Hill owned Walt Disney Co. (The) (debt) and Apple, Inc. (debt).

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.

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Understanding EdgeBy Diamond Hill Capital Mgmt

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