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 09/30/21. The fund's latest filing disclosed 7BN in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/05 to 09/30/21. The fund's latest filing disclosed 7BN in positions, representing 85% of the manager's regulatory AUM.
RIVER ROAD ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RIVER ROAD ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LKQ | 2.98% | Cons. Disc. | 24.36% | 0.56% | 2 | 8% | ||
| PINC | 2.9% | Health | -1.14% | -0.27% | 5 | 7% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
RIVER ROAD ASSET Portfolio Concentration
RIVER ROAD ASSET Location
462 SOUTH FOURTH STREET
SUITE 1600
LOUISVILLE, Kentucky
UNITED STATES, 40202-3466
SUITE 1600
LOUISVILLE, Kentucky
UNITED STATES, 40202-3466
RIVER ROAD ASSET Contact Information
Phone Number: 502-371-4100
Fax Number: 502-371-4110
Website: http://www.riverroadam.com
Fax Number: 502-371-4110
Website: http://www.riverroadam.com
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