US equity investment boutique delivering disciplined value investing through their distinctive Absolute Value® philosophy since 2005.
Significant employee ownership³ with 15 shareholders, fostering low turnover and a collaborative environment
Founded in 2005, specializing in disciplined value investing for institutional clients worldwide
US Large Cap Value Select is a concentrated portfolio consisting of 20 to 30 holdings4. Its disciplined process and highly active trading approach has consistently delivered attractive performance since 20145.
The team utilizes a balanced approach to diversification and follows a structured sell discipline, avoiding averaging down on losing positions once a target holding is established.
Asset TV’s guest host, Kelly Prior, is joined by Daniel Johnson, CFA, CPA, Portfolio Manager of the River Road US Large Cap Value Select strategy.
Daniel introduces the strategy, outlines River Road’s Absolute Value® philosophy and offers insights into their investment approach on this 10-year-old, $959m strategy1.
Disclosure : River Road does not guarantee the future performance of its investment approach or processes or any specific level of performance, the success of any investment decision or strategy that River Road uses or may use, or the success of River Road’s overall management of any portfolio. The outcome of River Road’s investment approach, processes, and investment decisions are subject to various market, currency, economic, political, and business risks. River Road’s investment approach, processes, and investment decisions will not always be profitable. Additionally, River Road’s investment approach and style has and can be out of favor. For example, value stocks may underperform growth stocks and stocks in other broad style categories (and the stock market as a whole) during given periods.
During River Road’s visit to the UK in November 2024, two of their team members sat down with
Richard Philbin, CIO (Investment Solutions) at Hawksmoor Investment Management.
River Road CEO, Andrew Beck, and Co-Portfolio Manager of the Large Cap Value Select Fund, Daniel Johnson, provide candid insights into both firm and fund.
About River Road
Andrew Beck, CEO
About Large Cap Value Select
Daniel Johnson, Portfolio Manager
River Road’s leadership share their perspectives on value investing, market dynamics, and the principles driving their Absolute Value® philosophy.
Daniel Johnson, Portfolio Manager
Daniel introduces River Road, sharing the firm's heritage, investment philosophy, and what makes their approach to value investing distinctive.
Past performance is no guarantee of future results. There is a risk that invested capital may be lost.
¹Total 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 are supplemental information. Advisory-only assets currently reported on a one-month lag. However, different
reporting methodologies were used historically. As of December 31 , 2024, $2.16 B of total assets are advisory-only assets invested in the DAV ($1.50 B), SMID ($381
MM), LCVS ($108 MM), SCV ($107 MM), FAV ($56 MM), and MCV ($1 MM) strategies. 2Excludes associate portfolio managers. 3River Road executives and senior
professionals hold 21 % of the firm’s equity (includes shareholder(s) in the process of selling equity due to retirement or that transitioned into advisory
roles). 41nvestment guidelines (such as number of holdings) are working policies and, as such, may vary depending on market conditions and other factors and are
subject to change without notification.5RRAM’s investment approach, processes, and investment decisions will not always be profitable. RRAM’s investment approach
and style have and can be out of favor.5Strategy inception date 1 November 2014.
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