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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Released Thursday, 28th March 2024
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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Thursday, 28th March 2024
Good episode? Give it some love!
Rate Episode

Diamond Hill is a philosophically pure intrinsic value investing firm
Living in Columbus, The Austin of Ohio
What makes a great equity analyst vs an average analyst
How to determine investing team size (using math)
Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes
Generalist vs specialist analyst team structure
How Diamond Hill is slowly, at the margin, transitioning from a strict sector specialist team structure to a more hybrid model
What is expected of an analyst when it comes to pitching a new idea and maintaining coverage
New idea production vs maintenance coverage 
How the best analysts get the most stocks into the port, which leads to the largest coverage list, which leads to the least time to find new ideas
What types of deliverables analysts should provide and why a shorter writeup is superior to a longer writeup
Table stakes skills of accounting, numerical literacy, and mathematical common sense
Interviewing candidates, identifying talent, and bring hyper aware of the barriers to exit when hiring people
The hurdle he uses for hiring talent
The two types of people that produce great work, but why one type may not be the right cultural fit

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