Diamond Hill International Strategy Q4 2025 Portfolio Review

Diamond Hill Capital Management36 FollowersFollow5ShareSavePlay(5min)CommentsSummaryDiamond Hill International Strategy returned 3.87% (net of fees) and the MSCI ACWI ex USA Index returned 5.05%.Sumitomo Densetsu, a Japanese electrical contractor, benefited from a takeover bid by Daiwa House, whose tender offer at a premium price drove the stock higher.Stock selection in information technology and industrials contributed, along with our overweight to communication services.Alibaba's profitability was also pressured by sizeable investments in AI infrastructure.We expect continued industry outsourcing to support growth and market share gains versus smaller providers. Maximusnd/iStock via Getty Images The following segment was excerpted from the Diamond Hill International Strategy Q4 2025 Commentary. Key contributors Samsung Electronics (SSNLF), a global memory chip manufacturer, benefited from improved sentiment around its high-bandwidth memory products, which began shipping to This article was written byDiamond Hill Capital Management36 FollowersFollowDiamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc.

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