RIVERFRONT Overview
Riverfront Investment Group Llc is an investment advisor that manages 5.2 BN dollars in regulatory AUM and has 39 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/20. The fund's latest filing disclosed 4BN in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/20. The fund's latest filing disclosed 4BN in positions, representing 79% of the manager's regulatory AUM.
RIVERFRONT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RIVERFRONT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GSLC | 11.8% | Financials | 5.22% | 0.52% | 26 | 1% | ||
| BND | 10.09% | ETF | 0.41% | -0.15% | 1 | 5% | ||
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FEATURED IN
RIVERFRONT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter J. Quinn | Member Of The Board Of Directors, President & Chief Operating Officer | March-2008 |
| Douglas A. Sandler | Member Of The Board Of Directors/Chief Equity Officer | March-2008 |
| Paul M. Jones | Chairman Of The Board Of Directors/Chief Investment Officer | March-2008 |
| Roderick A. Smyth | Member Of The Board Of Directors/Chief Investment Strategist | March-2008 |
| Paul E. Purcell | Member Of The Board Of Directors | March-2008 |
| Michael J. Schroeder | Member Of The Board Of Directors | March-2008 |
| Karrie B. Southall | Chief Compliance Officer/Member Of The Executive Committee | March-2013 |
RIVERFRONT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RIVERFRONT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We believe that a successful investment process must combine two market forces: Value and Momentum. In the long-run we believe markets are “weighing machines” and that asset prices will outweigh the fundamentals. However, we recognize that in the short to medium term markets are “voting machines” and that a trend can be irrational longer than the investor can remain solvent1. We seek to identify strategic relative value as asset classes deviate from established trends, and structure long-term allocation strategies to capitalize on these relative value assessments. We modify the long- term strategy with tactical tilts designed to accommodate cyclical factors and current trends. The goal of
1 “Weighing machines” and “voting machines” are terms coined by Warren Buffett. The statement that “…a trend can be irrational longer than the investor can remain solvent” is based o...
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We believe that a successful investment process must combine two market forces: Value and Momentum. In the long-run we believe markets are “weighing machines” and that asset prices will outweigh the fundamentals. However, we recognize that in the short to medium term markets are “voting machines” and that a trend can be irrational longer than the investor can remain solvent1. We seek to identify strategic relative value as asset classes deviate from established trends, and structure long-term allocation strategies to capitalize on these relative value assessments. We modify the long- term strategy with tactical tilts designed to accommodate cyclical factors and current trends. The goal of
1 “Weighing machines” and “voting machines” are terms coined by Warren Buffett. The statement that “…a trend can be irrational longer than the investor can remain solvent” is based o...
Unlock Full Investment Process Description
RIVERFRONT Portfolio Concentration
RIVERFRONT Location
1214 EAST CARY STREET
RICHMOND, Virginia
UNITED STATES, 23219
RICHMOND, Virginia
UNITED STATES, 23219
RIVERFRONT Contact Information
Phone Number: 804-549-4800
Fax Number: 804-549-4819
Website: https://www.riverfrontig.com
Fax Number: 804-549-4819
Website: https://www.riverfrontig.com
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