The Firm
River Road was founded in 2005 and is based in Louisville, Kentucky. The firm is led by R. Andrew Beck (President & CEO, Senior Portfolio Manager); James C. Shircliff, CFA (Chief Investment Officer); Henry W. Sanders III, CFA (Executive Vice President & Senior Portfolio Manager); and Thomas D. Mueller (Chief Operating Officer and Chief Compliance Officer). River Road’s diverse client base includes mutual funds, endowments, foundations, retirement plan sponsors, and corporations.
Investment Strategies
- Small Cap Value
- Small-Mid Cap Value
- Dividend All-Cap Value
- Dividend All-Cap Value II
- Long-Short Equity
- Focused Absolute Value®
Investment Vehicles
- Separate Accounts
- U.S. Mutual Funds
Assets Under Management
| ■ Dividend All-Cap Value II | 44% |
| ■ Dividend All-Cap Value | 27% |
| ■ Small-Cap Value | 11% |
| ■ Small-Mid Cap Value | 11% |
| ■ Focused Absolute Value | 7% |
| ■ Long-Short Equity | 0% |
Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.