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

Matt W. Moran, CFA

VICE PRESIDENT, PORTFOLIO MANAGER

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Daniel R. Johnson, CFA, CPA

VICE PRESIDENT, PORTFOLIO MANAGER

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Investment Approach

Investment Approach

AMG River Road Large Cap Value Select Fund

The Fund invests in a focused portfolio of primarily large-cap equity securities that River Road believes are undervalued. River Road’s investment philosophy is based upon its proprietary Absolute Value® approach, which seeks to generate attractive, sustainable, low volatility returns over the long term, with an emphasis on minimizing downside portfolio risk.

River Road builds the Fund’s portfolio from the bottom up, making security-specific research central to their process.

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