River Road Asset Management


River Road Asset Management

Head office:

Louisville, KY

Assets managed:

$12.6 billion (as of December 31, 2023)

Head office:

Louisville, KY

Assets managed:

$12.6 billion (as of December 31, 2023)

Company profile

Founded in 2005, River Road Asset Management is an institutional investment firm managing for pension plans, foundations and investment companies across the world.

Investment approach

The Absolute Value approach underlines all investments at River Road. The objective of Absolute Value investing is to provide attractive, sustainable returns over the long term. Integral to this objective is an emphasis on positive return consistency and minimizing downside portfolio risk


Funds managed

Lead managers

Henry W. Sanders III, CFA

Executive Vice President & Senior Portfolio Manager

Mr. Sanders serves as Lead Portfolio Manager for River Road's Dividend All-Cap Value Portfolios. Prior to co-founding River Road, Mr. Sanders served as Senior Vice President and Portfolio Manager for Commonwealth Trust Company.

Thomas S. Forsha, CFA

Co-Chief Investment Officer & Portfolio Manager

Mr. Forsha serves as Co-Chief Investment Officer for River Road and Co-Portfolio Manager for the firm's Dividend All-Cap Value Portfolios. Prior to joining River Road, Mr. Forsha served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA, where he was responsible for management of the North American equity allocation of the firm's Global High Income Equity Fund.

Andrew R. McIntosh

Associate Portfolio Manager

Andrew R. McIntosh serves as Associate Portfolio Manager for River Road's Dividend All-Cap Value Portfolios. In this capacity, he continues to maintain select analyst responsibilities.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.