RIVERPOINT CAPITAL Overview

Riverpoint Capital Management Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 28 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 61% of the manager's regulatory AUM.

RIVERPOINT CAPITAL StockAlpha

-0.2%
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

RIVERPOINT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 3.54% ETF -4.09% -0.2% 0 13%
IWM 3.54% ETF 5.39% 0.13% 0 16%
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FEATURED IN
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RIVERPOINT CAPITAL Founders and Key Employees

Name Title In Position Since
Valerie L. Newell Managing Director October-2012
Ryan L. Brown Owner/Managing Director October-2012
Anthony Roberts Owner/Managing Director October-2012
Pamela F. Schmitt Owner/Managing Director October-2012
Leon H. Loewenstine Managing Director October-2012
Cheryl R. Vohland Chief Compliance Officer November-2013

RIVERPOINT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

RIVERPOINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

RiverPoint invests client assets primarily in publicly-traded equity, preferred equity, mutual funds, fixed income securities and pooled investment vehicles. All publicly-traded securities are impacted by the general economic environment and global business and political events. The primary risk with equity securities is price risk, which can be impacted by market sentiment and corporate actions. Publicly-traded preferred equity securities are subject to price risk, interest rate risk, credit risk, as well as risks associated with the relatively less liquid market for the securities. Publicly-traded mutual funds are subject to price risk, market sentiment, and investor flows into and out of the fund. Publicly-traded fixed income securities are subject to price risk, interest rate risk, credit risk, as well as risks associated with the relatively less liquid market for the securities.

Our portfolio constructio...
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RIVERPOINT CAPITAL Portfolio Concentration

RIVERPOINT CAPITAL Location

312 WALNUT STREET
SUITE 3120
CINCINNATI, Ohio
UNITED STATES, 45202

RIVERPOINT CAPITAL Contact Information

Phone Number: 513-421-3100
Fax Number: 513-421-5948
Website:

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