River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services.

The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by Commonwealth Trust Company and SMC Capital Inc., subsidiaries of Kentucky-based Commonwealth Bancshares.

As of December 31, 2022, we manage more than $10.2 B in total assets* for a diverse mix of institutional clients.  We offer separate accounts and sub-advised collective investment vehicles that allow us to serve clients around the globe.

Our investment philosophy is based on our proprietary Absolute Value approach initially developed by the firm’s co-founders.  The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term.  At River Road, we believe integral to this objective is an emphasis on positive return consistency and, correspondingly, minimizing downside portfolio risk.

*Total assets combine River Road’s (1) total firm assets (as defined by GIPS®) and (2) advisory-only assets (no control over implementation of investment decisions and no trading authority). Total assets provided as supplemental information and advisory-only assets are reported on a one-month lag.

DISCLOSURE: River Road has no editorial control over the people (including employees) or firms which link to our corporate information page. Any links to our firm information should not be considered a positive reflection of the investment advisory services offered by River Road or an endorsement from the firm. Visitors to this page, or pages that link to it, must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of River Road.

Investment Management

River Road Asset Management

River Road Asset Management's headquarters in Louisville, KY, United States

R. Andrew Beck

Meagan Snyder

Thomas D. Mueller

Elizabeth A. Brenner

Alex Brown

The Data Management and Analysis team at River Road Asset Management is responsible for managing and analyzing investment-related data to support effective decision-making. This team ensures the integrity and accessibility of data used by equity research analysts and portfolio managers, facilitating comprehensive market analysis and reporting. Their work enhances the firm’s investment strategies by optimizing data utilization and improving client reporting processes.

Data Management and Analysis

The Leadership Team at River Road Asset Management plays a crucial role in guiding the firm's strategic vision and operational efficiency. Comprising key executives such as the CEO, Chief Investment Officer, and Chief Operating Officer, this team is responsible for overseeing investment strategies, ensuring compliance with regulations, and driving business development initiatives. Their collaborative efforts focus on achieving sustainable, long-term value for institutional clients while fostering a culture of continuous improvement and organizational growth.

Leadership Team

The Business Development team at River Road Asset Management focuses on expanding client relationships and driving growth through strategic partnerships. They engage with institutional clients to understand their investment needs, communicate the firm's value proposition, and ensure exceptional client service. By leveraging market insights and fostering strong connections, the team seeks to enhance River Road's presence in the investment management landscape.

River Road Asset Management

Org chart

Teams

Data Management and Analysis

Leadership Team

Business Development

Offices

River Road Asset Management

Org chart

Teams

Data Management and Analysis

Leadership Team

Business Development

Offices

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