River Road Asset Management was established in 2005 and provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. The firm was founded upon a proprietary Absolute Value® investment discipline. This approach was developed by River Road’s founders and occupies a distinct niche within value investing styles.
AMG Funds From This Firm
River Road Dividend All Cap Value Fund
Seeks to provide high current income and, secondarily, long-term capital appreciation by investing primarily in a diversified, all cap portfolio of income producing equity securities.
River Road's investment management is firmly anchored in the firm's Absolute Value® philosophy. This investing approach seeks to blend the best aspects of traditional "deep" and "relative" value strategies, aiming to generate attractive, sustainable, low-volatility returns over the long term while minimizing downside portfolio risk.
Absolute Value® Investing:
Targets financially strong companies that generate predictable and sustainable cash flows and trade at attractive discounts (vs. challenged businesses trading at deep discounts or overvalued businesses that only appear affordable relative to higher-priced peers)
Employs a bottom-up portfolio construction process that avoids market and index trends
Focuses on less efficient areas of the equity market including small capitalization and out-of-favor securities, and securities with limited analyst coverage
Culture of risk management
River Road’s mantra, “keep mistakes small,” informs a balanced approach to diversification and a structured sell discipline that seeks to reduce portfolio volatility and the risk of permanent loss of capital
Recent equity growth style outperformance may be testing the resolve many investors have to remain diversified. Although it is nearly impossible to predict when and to what extent these performance and valuation trends will reverse themselves, historically they have. Rather than try to predict future trends, investors should consider remaining diversified over the long term.
Staying invested despite short-term market swings requires
emotional fortitude. Positioning your portfolio to weather ups and downs can help. The essential ingredient? Managers who excel despite challenging market conditions.
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