Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
See all strategies
Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

About

Who we are

'Passionate, disciplined, and collaborative' best describe the team at River Road.

From our home in Louisville, KY, our experienced professionals practice a style of investing we call Absolute Value®. For more than 25 years, this proprietary approach has sought to identify well-managed companies with predictable cash flows trading at an attractive discount to their assessed intrinsic value. Meticulous and obsessed with our craft, we remain committed to the spirit of innovation and continuous improvement that we believe has made River Road one of the leading, boutique value investors in the world.

River Road’s Form CRS

Global partnerships

We serve leading institutional investors around the globe, including corporations, endowments, government entities, OCIOs, foundations, family offices, and retirement plan sponsors.

We offer solutions to meet client-specific guidelines and have multiple investment vehicle options available – separate accounts, model portfolios, collective investment vehicles, and sub-advised mutual funds.
$9.5B+

Total assets

120+

Client accounts

12%+

Non-US client assets

As of December 31, 2023. Assets include assets under management as defined by GIPS® ($7.7B) and advisory-only assets ($1.9B).

Affiliated Managers Group

We are an affiliate of Affiliated Managers Group Inc. (NYSE: AMG), a publicly traded global asset management company with investments in leading boutique investment management firms. This partnership provides River Road with centralized strategic support and resources while also allowing us to retain operational autonomy.

Visit AMG.com

Our values define who we are as a team and what we deliver for our clients.

We are passionate
Our quest for investing excellence isn’t just a job; it’s a continuing journey to which we are intensely committed.
We are collaborative
We believe in a team approach to investing that combines the knowledge, skills, and abilities required to achieve enduring success.
We are focused
We’re meticulous and disciplined, focusing on a single investment approach that we believe has proven highly successful over time.
We are innovative
Our entrepreneurial culture is rooted in our history. We value creativity, innovation, and continuous improvement.
We act with integrity
We’re unified by a commitment to our clients, associates, and community. Our fiduciary duty is fundamental to every decision we make.