The following documents provide River Road’s perspective on a wide variety of topics:

DIVIDENDS & TAXATION: A PRIMER FOR DIVIDEND-FOCUSED INVESTORS

Discusses tax-related issues pertaining to dividend income (December 2011).

THE TRUTH ABOUT DIVIDENDS

Addresses the most common misperceptions regarding dividends (September 2011).

 

PERSPECTIVE ON DIVIDENDS (Q & A)

River Road Portfolio Managers answer the most frequently asked questions about
dividend producing securities (March 2009).

PERSPECTIVE ON ENERGY (Q & A)

River Road Portfolio Managers provide their thoughts and answer questions about
the Energy sector (February 2009).

SMALL CAP & SMALL-MID CAP VALUE EQUITY (Q & A)

Our Portfolio Managers answer frequently asked questions pertaining to River Road’s Small Cap and Small-Mid (SMID) Cap Value Equity strategies
(November 2007).

DISCLOSURES

River Road’s 2010 Full Disclosure Presentation.