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

Insights

Weekly reading recommendations

Here's what River Road's investment team members are currently reading, curated by Portfolio Manager Matt Moran, CFA

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Monthly book reviews

Bad Blood: Secrets and Lies in a Silicon Valley Startup
August 2018
Bad Blood: Secrets and Lies in a Silicon Valley Startup
John Carreyrou
August 2018
Bad Blood: Secrets and Lies in a Silicon Valley Startup
John Carreyrou

The author is the WSJ journalist that exposed the Theranos fraud through unrelenting investigative journalism. Much like Einhorn’s Fooling Some of the People All of the Time regarding Allied Capital, Theranos relied on misleading statements, wildly optimistic projections, and outright fraud to deceive large companies and otherwise smart individuals (e.g. Safeway, Walgreens, Theranos board members and investors). Carreyrou’s investigative work is a testament to the value of thorough research.

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Common Stocks and Common Sense: The Strategies, Analyses, Decisions, and Emotions of a Particularly Successful Value Investor
July 2018
Common Stocks and Common Sense: The Strategies, Analyses, Decisions, and Emotions of a Particularly Successful Value Investor
Edgar Wachenheim III
July 2018
Common Stocks and Common Sense: The Strategies, Analyses, Decisions, and Emotions of a Particularly Successful Value Investor
Edgar Wachenheim III

An enjoyable book in which Wachenheim shares his take on how investors can improve their investment practices.

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Shoe Dog: A Memoir by the Creator of Nike
June 2018
Shoe Dog: A Memoir by the Creator of Nike
Phil Knight
June 2018
Shoe Dog: A Memoir by the Creator of Nike
Phil Knight

A popular read among River Road’s investment team, Shoe Dog is a memoir by Nike founder Phil Knight about his earliest days at the company. The book highlights values we emphasize at River Road, including entrepreneurship, building passionate teams with complementary skill sets, and embracing innovation. The book also highlights the role luck plays in any fledgling venture.

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