About
Greg Sumner, CFA, is a Research Analyst at Diamond Hill Capital Management in Columbus, Ohio, where he has served since 2015. In his role, he is responsible for in-depth equity research and fundamental financial analysis to support portfolio management and investment decisions for the firm’s actively managed strategies.
Sumner’s coverage areas at Diamond Hill have included sectors within the finance and consumer services industries, leveraging his broad expertise gained from prior positions. Before joining Diamond Hill, he was a research analyst at TigerShark Management, where he operated as a generalist equity analyst covering a variety of industries for both long/short and short-only hedge funds, and previously at Morgan Stanley Investment Management, where he focused on large cap relative value mutual funds with an emphasis on dividend growth strategies.
Greg holds a Bachelor of Arts in Economics from Drew University and a Master of Business Administration from New York University’s Stern School of Business. He is recognized for his expertise in equity research, financial statement analysis, and his contributions to the development of differentiated investment perspectives within the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diamond Hill Capital Management, Inc. | Research Analyst | Aug 2015 to Present | — |
| Morgan Stanley Investment Management | Equity Analyst, Technology Media and Telecom | Apr 2007 to May 2008 | TMT analyst for Dividend Growth Mutual Fund with approximately $5 billion in large cap relative value funds under management |
| TigerShark Management | Equity Research Analyst | Jun 2008 to Mar 2015 | Generalist equity analyst for a Tiger Cub with $100+ million under management in a L/S hedge fund and a short only hedge fund, both using a value investing style grounded in detailed financial stateme... |
| Morgan Stanley Investment Management | Equity Analyst | Mar 2003 to Apr 2007 | Generalist equity analyst for a relative value portfolio manager with approximately $2 billion under management |
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
2003 — 2005
Drew University
Others at Diamond Hill Capital Management Inc. (23)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | United States |
 | Analyst | New York, NY , United States |
A Arthur Cheng | Portfolio Manager | Los Angeles, CA , United States |
 | Research Analyst | Columbus, OH , United States |
D Dana Wainer | Accounting and Business Analyst | Columbus, OH , United States |
 | Managing Director - Information Technology | Columbus, OH , United States |
K Krishna Mohanraj | Portfolio Manager | Groveport, OH , United States |
K Kristen Christman | Senior Product Analyst | Columbus, OH , United States |
 | Portfolio Manager | Columbus, OH , United States |
P Patrick Trencansky | Senior Performance Analyst | Jacksonville, FL , United States |