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MEDIA ARTICLES AND APPEARANCES

November 25, 2011, Investment Week UK
“What is the Best Way to Access the U.S. Income Story?” quotes River Road’s Senior Portfolio Manager, Henry Sanders, on the U.S. equity income market.

November 24, 2011, Investment Week (Web)
“U.S. Equity Valuations at 40-year Low” discusses the attractiveness of the U.S. equity market and details the recently launched U.S. equity income fund for U.K. investors, managed by River Road’s Dividend All-Cap Value team.

November 11, 2011, Interactive Financial Adviser Online
“Conjecture: U.S. Equity Income Debate” features River Road’s Dividend All-Cap Value Lead Portfolio Manager, Henry Sanders, on a panel debating the opportunities in U.S. equity income.

November 7, 2011, Bloomberg Business Week
“Taxi Licenses as ‘Cash Cows’ Bolster Medallion Financial Shares” includes comments from River Road’s Associate Portfolio Manager, Justin Akin, on Medallion Financial Corp. 

August 5, 2011, SmartMoney
How to Profit from the Next Investing Bubble
includes comments from River Road’s President & CEO, Andrew Beck.

August 2, 2011, Wall Street Journal
Burned Before, Dividend Funds Diversify Beyond Same Old Sectors
quotes River Road’s Senior Portfolio Manager, Henry Sanders, on dividend-paying companies.

July 21, 2011, Investment Week
“The Case for US Equity Income”
features insight from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders, on the role of dividends.

May 16, 2011, FT Adviser
“Aviva Investors Launches US Equity Income Fund”
details the roll out of the new American equity income fund for U.K. investors, to be managed by River Road’s Dividend All-Cap Value team.

May 5, 2011, PR Newswire
“Aston Adds New Long-Short Fund Managed by River Road Asset Management”
includes comments from River Road’s CEO/President, Andrew Beck.

April 25, 2011, PR Newswire
“ASTON/River Road Independent Value Fund Exceeds $50 Million in Assets in the First 6 Months”
 features comments from River Road’s Portfolio Manager, Eric Cinnamond.

April 19, 2011, SmartMoney.com
“The Profitable Product Niche: Jeans and Shoes”
 provides insight on niche retailers from River Road’s CEO/President and Senior Portfolio Manager, Andrew Beck.

April 11, 2011, Reuters
“Stocks Off, Energy and Materials Drag”
 features commentary from River Road’s Portfolio Manager, Eric Cinnamond, on small cap stocks.

April 4, 2011, Barron’s
“Ducommun Buying LaBarge; Debt-Financing Adds Risks”provides insight from River Road’s Portfolio Manager, Eric Cinnamond.

March 31, 2011, Reuters
“Amid Global Tumult, U.S. ‘Value’ Stocks Seen Safe”features comments from River Road’s Portfolio Manager, Eric Cinnamond, on value investing.

March 29, 2011, Reuters
“American Eagle: Winds of Change Keep Investors Guessing” includes commentary from River Road’s President, Andrew Beck.

March 22, 2011, Barron’s
“Stocks that Can Thrive in an Uncertain Economy,”an interview with River Road’s Portfolio Manager, Eric Cinnamond, on the Aston/River Road Independent Value Fund.

Spring 2011, Charles Schwab on Investing
“Income with Potential for Growth” quotes River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on finding dividends in small and mid cap companies.

 

March 11, 2011, Reuters
“US SMALL/MIDCAPS-Energy sector lifts market on earnings bets”includes commentary from River Road’s Portfolio Manager, Eric Cinnamond.

March 11, 2011, Bloomberg
“American Eagle Ripe for Buyout Shopper with Cash Flow Discount: Real M&A”features comments from River Road’s Associate Equity Analyst, Ashley Abney.

February 10, 2011, Bloomberg
“Big Lots in Play Poised to Bring $1 Billion Windfall: Real M&A” includes insight from River Road’s Associate Portfolio Manager, Justin Akin.

February 9, 2011, Ticker.com
“Absolute Focus, Absolute Return”profiles the Aston/River Road Independent Value Fund, featuring an interview with River Road’s Portfolio Manager, Eric Cinnamond.

February 9, 2011, Reuters
“US SMALL/MIDCAPS-Stocks fall on speculation about outlooks” features commentary from River Road’s Portfolio Manager, Eric Cinnamond.

February 8, 2011, Fidelity
“Cat Litter, Needles on Fund Manager’s ‘Buy List,”an interview with River Road’s Portfolio Manager, Eric Cinnamond, on the Aston/River Road Independent Value Fund.

February 2011, Louis Rukeyser’s Mutual Funds
“Free to Roam” profiles the Aston/River Road Dividend All-Cap Value Fund and includes comments from River Road’s Senior Portfolio Manager, Henry Sanders.

November 6, 2010, Barron’s
“Income Producers”features comments from River Road’s portfolio managers, Henry Sanders and Thomas Forsha, regarding the Aston/River Road Dividend All-Cap Value Fund.

September 9, 2010, Financial Planning
“People on the Move: Spotlight on Eric Cinnamond”provides details on River Road’s Portfolio Manager, Eric Cinnamond, and his career as a small cap equity fund manager.

September 2010, Smart Money
“How to Bet On the Spenders” provides insight from River Road’s President, Andrew Beck, on current opportunities for consumer discretionary stocks.

August 11, 2010, CNNMoney.com
“The Fed ate my savings!” features the Aston/River Road Dividend All-Cap Value Fund.

August 10, 2010, The Wall Street Journal
“Tower Group gains 4.6% and Rite Aid climbs 9.5%” features commentary from River Road’s President, Andrew Beck, on small cap stocks.

August 8, 2010, InvestmentNews
“Dividend investing is too good to pass up” includes comments from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders, on dividends.

August 2, 2010, Bloomberg BusinessWeek
“Dividends Rise, Tax Hikes May Follow” includes insight from River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders.

July 30, 2010, InvestmentNews
“Will Expiration of the Bush Era Tax Cuts Derail Dividends?” features comments from River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on proposed tax policy’s impact on dividends.

June 11, 2010, The New York Times
“At Main and Wall, a Wide Corner” includes quotes from River Road’s President, Andrew Beck, on the impact of Wall Street on Main Street in Louisville, KY.

April 22, 2010, Barron’s
“Milling Stock-Market Outperformance” features commentary from Senior Portfolio Manager, Henry Sanders, on General Mills.

April 17, 2010, DesMoinesRegister.com
“Casey’s Move to Prevent a Hostile Takeover” includes insight from River Road’s Senior Equity Research Analyst, Justin Akin, on Casey’s General Store.

April 6, 2010, Barrons.com
“Finding a Few Good Dividend Stocks,” an interview with River Road’s Senior Portfolio Manager, Henry Sanders, about the Aston/River Road Dividend All-Cap Value Fund.

March 22, 2010, Dow Jones Newswires
“Aston/River Road Fund Focuses on the Payout” profiles the Aston/River Road Dividend All-Cap Value Fund and features comments from Executive Vice President and Senior Portfolio Manager, Henry Sanders.

March 17, 2010, Wall Street Journal – Online
“Taxi Lender Funds a Hot Commodity” quotes Senior Equity Research Analyst, Justin Akin, on long-time holding, Medallion Financial Corp.

March 2, 2010, TheStreet.com
“The Five Spot: Shop Consumer Stocks, Withdraw From Banks”features an interview with River Road CEO/CIO, Jim Shircliff, on stock picks and his views on investing.

February 25, 2010, Barron’s
“A Bright Future for Clorox Shares” quotes River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on the iconic laundry brand and its dividend.

January 25, 2010, Pensions & Investments
“No Bright Spots in 2009″ notes River Road’s transaction with Aviva Investors as a bright spot among mostly dreary financial M&A activity during the year.

January 21, 2010, Fox Business
“2010: The Year of the Dividend?” offers commentary on dividends from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

December 8, 2009, Wall Street Journal
“Small Stock Focus” features observations on recession trends and investor behavior from River Road’s President, Andrew Beck.

November 25, 2009, Wall Street Journal
“Monday, Rather Than Black Friday Key for Rest of 2009″ includes commentary from River Road’s President, Andrew Beck, on the relationship between retail sales trends and the performance of the stock market during the holiday season.

October 30, 2009, Business First of Louisville
“Fast 50: Greater Louisville’s Fastest-Growing Privately Held Companies” profiles the firm’s growth and success and includes comments from River Road’s President, Andrew Beck.

October 5, 2009, Forbes – Online
“Opportunities in Utilities”includes comments on utilities and interest rates from River Road Portfolio Manager, Thomas Forsha.

August 2009, Plan Sponsor
“Best Managers You Never Heard Of: Unconventional Wisdom”provides highlights on the firm’s Absolute Value strategy from River Road’s President, Andrew Beck.

July 30, 2009, ValueInvestor Insight
“Thoroughbred Stocks,”an interview with River Road’s CEO/CIO, Jim Shircliff, detailing the firm’s value investing philosophy.

July 28, 2009, Dow Jones Newswires
“TALES OF THE TAPE: People’s United Seeks Bank Acquisition”provides commentary from River Road Portfolio Manager, Thomas Forsha.

July 2009, Bottom Line Retirement
“Investment Ideas” provides highlights on Cracker Barrel Old Country Stores, Inc. (CRBL) from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

March 24, 2009, CNNMoney.com and Fortune – Online
“Switched on Utility Dividends”includes comments from River Road Portfolio Manager, Thomas Forsha.

November 10, 2008, Forbes
“Look for the Payout” focuses on the Aston/River Road Dividend-All Cap Value Fund and features comments from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

September 28, 2008, InvestmentNews
“Fund Focuses on Precise Value” features the Aston/River Road Dynamic Equity Income Fund and includes comments from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

May 19, 2008, BusinessWeek
“Veteran Managers, Nimble New Funds” features comments from River Road’s President, Andrew Beck, and highlights performance of firm’s Small-Mid Cap Strategy.

April 16, 2008, MSN Money
“Will Barnes & Noble Win the Book Wars?” includes comments on Barnes & Noble (BKS) from River Road Senior Equity Analyst, Justin Akin.

April 9, 2008, Dow Jones Newswires
Riding Out a Recession with Small-Cap Value” features comments from River Road’s President & Senior Portfolio Manager, Andrew Beck.

February 5, 2008, FOXBusiness
“Waste Management is Turning Trash Into Gold”features comments on Waste Management (WMI) from River Road Portfolio Manager, Thomas Forsha.

January 14, 2008, The Milwaukee Journal Sentinel
“Bumpy Ride Still had its Winners:  Any Economic Uptick Should Rev Up Marten Even More” includes comments on Marten Transport, Ltd. (MRTN) from River Road’s CEO/CIO, Jim Shircliff.
 
December 7, 2007, Business First of Louisville
“Traveling On The Right Path” highlights River Road’s accomplishments since firm inception in April 2005.

August 16, 2007, Dow Jones Newswires
“Aston/River Road Fund Capitalizes On Dividends” features commentary from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

May 7, 2007, The Business Courier (Cincinnati)
“Frisch’s Serves Up Something Hot: Stock Price”includes valuation comments from River Road’s CEO/CIO, Jim Shircliff.

April 13, 2007, Business First of Louisville
“River Road Investment Firm Grows Assets Quickly”highlights firm’s growth and strong funds performance.

February 16, 2007 Toronto Global Mail
“Markets Feel a Glow as Booze Makers Post Big Day” features comments from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

January 4, 2007, The Wall Street Journal
“From Small-Cap Value to a Twist on Asia:  Four Mutual Funds that Flew Under the Radar” focuses on two Aston Asset Management Mutual Funds sub-advised by River Road.

December 18, 2006, The Courier-Journal
“An Asset for the City”explores the firm’s history and growth and includes comments from the firm’s founders.

December 6, 2006, The Beacon Journal (Ohio)
“Bridgestone to Buy Retread Firm; Tire Maker Looks to Keep Up With Its Competitors with Bandag Purchase”contains comments from River Road’s CEO/CIO, Jim Shircliff.

December 6, 2006, Dow Jones Newswires
“River Road’s Beck Favors No-Spin Approach”focuses on the firm’s investment strategy.

November 22, 2006, affars varlden (Sweden’s Business Weekly)
“Recessions are a Natural Phenomenon,” interview with River Road’s President, Andrew Beck.

September 17, 2006, MarketWatch
“Slipping Under Wall Street’s Radar”focuses on the firm’s investment strategy and features comments from River Road’s President, Andrew Beck.

September 2006, Equity Fund Outlook on Forbes.com
“Five Funds for the Next Leg Up” includes a profile of the ABN AMRO / River Road Dynamic Equity Income mutual fund.

July 7, 2006, Business First of Louisville
“River Road Asset Management Reaches $1.61 Billion…”highlights firm’s history and asset growth.

August 29, 2005, Barron’s
“Book Values”features comment’s on Barnes & Noble (BKS) from River Road’s CEO/CIO, Jim Shircliff.

August 22, 2005, Wall Street Journal
“Sorry, This Small Cap Fund is Full” features comments from River Road’s President, Andrew Beck.

April 5, 2005, Business First of Louisville
“Commonwealth Employees Launch Institutional Investment Firm” announces the formation of River Road Asset Management.


FIRM ANNOUNCEMENTS

03/01/11: River Road Expands Business Development Team
09/07/10: River Road hires Eric Cinnamond, launches Independent Value

05/18/10: Andrew Beck, finalist for Entrepreneur of the Year

03/08/10: River Road hires J. Alex Brown as Equity Research Analyst

03/04/10: Aviva Investors Completes Purchase of River Road
01/05/10: River Road Joins Forces with Aviva Investors

08/25/09: Greg Deuser, CFA, promoted to Associate Portfolio Manager

09/08/08: Dividend-Focused Strategy Changes Name

08/11/08: Erik Keener, CFA, is hired as Equity Research Analyst

06/29/07: Thom Forsha, CFA, is appointed Co-Manager for DEI

04/16/07: Anniversary Letter From Founders

03/19/07: L. Michele Robbins is hired as VP of Client Services

01/08/07: Matthew Moran, CFA, is hired as Equity Research Analyst

12/11/07: River Road Launches Small-Mid Cap Value Strategy
12/11/07: Small Cap Value Strategy Closed to New Investors
07/01/06: Daniel Johnson, CPA, is hired as Associate Equity Analyst

06/12/06: River Road Exceeds $1.5 Billion in Assets
10/01/05: Greg Deuser, CFA, is hired as Director of Research

08/01/05: Securities Trader, Tina M. Ray is hired as Director of Trading
07/01/05: Thomas S. Forsha, CFA, is hired as Portfolio Manager