Fund Overview

Performance

Performance

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Portfolio & Holdings

Portfolio & Holdings

About the Affiliate

About River Road Asset Management

River Road Asset Management was established in 2005 and provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. The firm was founded upon a proprietary Absolute Value® investment discipline. This approach was developed by River Road’s founders and occupies a distinct niche within value investing styles.

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FOUNDED

2005

AMG AFFILIATE SINCE

2014

HEADQUARTERS

Louisville, KY

Portfolio Managers

Thomas S. Forsha, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER

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Investment Approach

Investment Approach

AMG River Road Dividend All Cap Value Fund

Under normal conditions, the Fund invests at least 80% of its assets in a diversified, all cap portfolio of dividend paying equities. The Fund’s Absolute Value® approach utilizes systematic and dynamic proprietary research to target companies exhibiting:

  • Financial strength and high, growing dividend yields at attractive prices
  • Shareholder-oriented management teams
  • Undiscovered, under-followed, misunderstood companies with attractive business models

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