Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 800.548.4539 Investment Style AMG River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation. Large Mid Small Value Blend Growth Equity Objective AMG River Road Dividend All Cap Value Fund is categorized as Mid-Value. It invests in medium-cap companies with low risk. Morningstar Ratings Risk-adjusted returns as of 03/31/2026 Overall Rating (of 1,048) 3 Years (of 1,048) 5 Years (of 983) 10 Years (of 823) Category Large Value Read Important Investment Disclosures Performance Performance Read Important Investment Disclosures 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. Learn More About River Road Asset Management's Approach FOUNDED 2005 AMG AFFILIATE SINCE 2014 HEADQUARTERS Louisville, KY Portfolio Managers Thomas S. Forsha, CFA CO-CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER Read full bio Andrew R. McIntosh, CFA PORTFOLIO MANAGER Read full bio Thomas S. Forsha, CFA CO-CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER As Co-Chief Investment Officer, Thom monitors and coordinates the investment processes of the firm’s portfolios and is a non-voting member of the Executive Committee. At the same time, he serves as Senior Portfolio Manager for River Road’s Dividend All-Cap Value portfolio. His previous experience includes acting as Supervising Portfolio Manager for the firm’s Focused Absolute Value® portfolios and Portfolio Manager at ABN AMRO Asset Management. Thom earned his MBA at the University of Chicago and his BS in Finance at Ohio State University’s Fisher College of Business. He is a CFA® charterholder and member of the CFA Institute. He joined River Road in 2005 and holds equity in the firm. Andrew R. McIntosh, CFA PORTFOLIO MANAGER Andrew is Portfolio Manager for River Road’s Dividend All-Cap Value portfolio, building on his previous role as a Senior Equity Analyst for the firm. Before joining River Road, he held various positions focused on mortgage securities at AEGON USA. Andrew holds a BBA in Finance from the University of Iowa and is a CFA® charterholder and a member of the CFA Institute. He joined River Road in 2011 and holds equity in the firm. 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 Related products Other Products From River Road Asset Management ARRFX AMG River Road Focused Absolute Value Fund View Fund Details FQUAX AMG River Road Large Cap Value Select Fund View Fund Details CHTTX AMG River Road Mid Cap Value Fund View Fund Details ARSVX AMG River Road Small Cap Value Fund View Fund Details ARSMX AMG River Road Small-Mid Cap Value Fund View Fund Details Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS