RIVER ROAD ASSET Overview

River Road Asset Management Llc is an investment advisor that manages 7.9 BN dollars in regulatory AUM and has 51 employees, of which 23 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/05 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 62% of the manager's regulatory AUM.

RIVER ROAD ASSET StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RIVER ROAD ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.52% Tech 8.31% 0.16% 0 36%
IRM 2.3% Industrials -7.67% -0.36% 2 9%
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RIVER ROAD ASSET Founders and Key Employees

Name Title In Position Since
James C. Shircliff Cio March-2005
Richard A. Beck Ceo, President March-2005
Thomas D. Mueller Coo, Chief Compliance Officer March-2005
Henry W. Sanders Evp, Senior Portfolio Manager March-2005
Greg E. Deuser Chief Risk Officer February-2012
Thomas S. Forsha Co-Chief Investment Officer January-2013

RIVER ROAD ASSET Brokers, Custodians, Auditors and Administrators

Type Company

RIVER ROAD ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

MARCH 31, 2015 FORM ADV PART 2A FIRM BROCHURE I Page 3
RIVER ROAD ASSET MANAGEMENT, LLC


A. Methods of Analysis and Investment Strategies

Investing in securities involves risk of loss that clients should be prepared to bear.

River Road’s investment philosophy is based upon its proprietary Absolute Value™ approach initially developed by company co- founders James C. Shircliff, CFA, R. Andrew Beck, and Henry W. Sanders III, CFA. The Absolute Value approach was further refined by the River Road investment team.

The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term. At River Road, we believe integral to this objective is an emphasis on p...
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RIVER ROAD ASSET Portfolio Concentration

RIVER ROAD ASSET Location

462 SOUTH FOURTH STREET
SUITE 1600
LOUISVILLE, Kentucky
UNITED STATES, 40202-3466

RIVER ROAD ASSET Contact Information

Phone Number: 502-371-4100
Fax Number: 502-371-4110
Website:

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