Asset ManagerRIA · CRD 134918SEC-Registered

Updated:

River Road Asset Management

River Road Asset Management is an SEC-registered investment adviser in Louisville, KY, registered since 2005. The firm manages approximately $9.9 billion in...

River Road Asset Management

River Road Asset Management is an SEC-registered investment adviser in Louisville, KY, registered since 2005. The firm manages approximately $9.9 billion in assets. It has 46 employees and 22 investment advisers.

General information

Firm type

Asset Manager

Year founded

2005

Location

Region

North America

Country

United States

City

Louisville

Corporate office

Louisville, KY, United States

Sector focus

Small Cap ValueMid Cap ValueLarge Cap ValueDividend All-Cap Value

Frequently asked questions

Who runs investment decisions at River Road Asset Management?

River Road does not publicly name its investment committee or individual portfolio managers on its website. The firm describes its team as experienced and collaborative, but specific leadership names are not disclosed.

How does River Road's Absolute Value discipline differ from typical value investing?

Absolute Value is a proprietary, bottom-up approach that targets well-managed companies with predictable cash flows trading at a discount to the firm's assessed intrinsic value. The emphasis is on minimizing downside risk, which River Road positions as distinct from relative-value or index-aware strategies.

Is River Road structured as a standalone firm or part of a larger group?

River Road is an affiliate of Affiliated Managers Group (AMG), a publicly traded global asset manager (NYSE: AMG). AMG provides centralized strategic support and resources, but River Road retains operational autonomy (per the firm).

What investment stages does River Road target?

River Road offers value-oriented strategies across the market-cap spectrum: small cap, small-mid cap, mid cap, large cap, and dividend all-cap. The firm does not specify a preferred stage but covers a range from small to large capitalization equities.

Which sectors does River Road explicitly avoid?

River Road does not publicly disclose any sectors it explicitly avoids. The firm's focus is on value equities across all sectors, subject to its Absolute Value criteria.

Does River Road participate in fund commitments or only direct deals?

River Road manages separate accounts and pooled vehicles for institutional clients. It is an asset manager, not a family office, and its offerings are typical of a long-only equity manager.

What is River Road's known posture on co-investments alongside external GPs?

River Road does not publicly discuss co-investment activity. Its focus is on long-only value equity management, not private equity deals.

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