Correlation Between Diamond Hill and Hotchkis Wiley

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Can any of the company-specific risk be diversified away by investing in both Diamond Hill and Hotchkis Wiley at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Diamond Hill and Hotchkis Wiley into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Diamond Hill Funds and Hotchkis Wiley SMID, you can compare the effects of market volatilities on Diamond Hill and Hotchkis Wiley and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Diamond Hill with a short position of Hotchkis Wiley. Check out your portfolio center. Please also check ongoing floating volatility patterns of Diamond Hill and Hotchkis Wiley.

Diversification Opportunities for Diamond Hill and Hotchkis Wiley

0.79
  Correlation Coefficient

Poor diversification

The 3 months correlation between Diamond and Hotchkis is 0.79. Overlapping area represents the amount of risk that can be diversified away by holding Diamond Hill Funds and Hotchkis Wiley SMID in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Hotchkis Wiley SMID and Diamond Hill is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Diamond Hill Funds are associated (or correlated) with Hotchkis Wiley. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Hotchkis Wiley SMID has no effect on the direction of Diamond Hill i.e., Diamond Hill and Hotchkis Wiley go up and down completely randomly.

Pair Corralation between Diamond Hill and Hotchkis Wiley

Given the investment horizon of 90 days Diamond Hill Funds is expected to under-perform the Hotchkis Wiley. But the etf apears to be less risky and, when comparing its historical volatility, Diamond Hill Funds is 1.31 times less risky than Hotchkis Wiley. The etf trades about -0.04 of its potential returns per unit of risk. The Hotchkis Wiley SMID is currently generating about 0.01 of returns per unit of risk over similar time horizon. If you would invest  2,702  in Hotchkis Wiley SMID on August 29, 2025 and sell it today you would earn a total of  7.00  from holding Hotchkis Wiley SMID or generate 0.26% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy68.25%
ValuesDaily Returns

Diamond Hill Funds  vs.  Hotchkis Wiley SMID

 Performance 
       Timeline  
Diamond Hill Funds 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Diamond Hill Funds has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong essential indicators, Diamond Hill is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Hotchkis Wiley SMID 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Hotchkis Wiley SMID has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Hotchkis Wiley is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.

Diamond Hill and Hotchkis Wiley Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Diamond Hill and Hotchkis Wiley

The main advantage of trading using opposite Diamond Hill and Hotchkis Wiley positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Diamond Hill position performs unexpectedly, Hotchkis Wiley can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Hotchkis Wiley will offset losses from the drop in Hotchkis Wiley's long position.
The idea behind Diamond Hill Funds and Hotchkis Wiley SMID pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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