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News & Press

Firm Announcements

River Road seeks to proactively communicate firm developments and announcements with its clients.  Below is an archive of all such developments.

2017

2016

2014

2012

2010

2009

2008

2007

2006

2005

 

Media Articles & Appearances

River Road selectively participates in media articles and appearances. Below is an archive of our press participation.

2015

November 25, 2015, San Diego Business Journal
Activist Shareholders Look to Change Direction, Directors at Co. includes comments from River Road Small Cap Value Portfolio Manager, Justin Akin.

August 8, 2015, Barrons
“PICO Holdings Looks Sharply Undervalued” references PICO’s divestiture of its Northstar Hallock division following River Road’s recommendation to company management.

2014

August 13, 2014, FundFire
“Fastest-Growing Hedge Funds Share Growth Secrets,” an interview with Andrew Beck, River Road’s President & CEO, regarding the growth of the firm’s Long-Short Equity Strategy.

July 17, 2014, National Real Estate Investor
“What’s the Smart Move for PetSmart?,” quotes Daniel Johnson, River Road Long-Short Equity Strategy Portfolio Manager.

July 9, 2014, Bloomberg
“PetSmart Activists Wave Cash Flow at LBO Firms: Real M&A,” includes comments by Daniel Johnson, River Road Long-Short Equity Strategy Portfolio Manager.

April 7, 2014, Bloomberg
“GM Investors Unshaken as Recall Cuts $3 Billion in Value,” features comments from Matt Moran, Lead Portfolio Manager of River Road’s Long-Short Equity Strategy.

March 25, 2014, FT Adviser
“Sanders adds ‘punished’ US stocks after tough start to 2014,” quotes Henry Sanders, Lead Portfolio Manager for  Aviva Investors’ U.S. Equity Income II fund, managed by River Road’s Dividend All-Cap Value team.

January 31, 2014, Investors Chronicle
“Funds for your income drawdown portfolio” features Aviva Investors’ U.S. Equity Income II fund, managed by River Road’s Dividend All-Cap Value team.

January 27, 2014, MarketWatch Radio
“Stocks Extend Slump,” an interview with Matt Moran, Lead Portfolio Manager of River Road’s Long-Short Equity Strategy.

January 24, 2014, Bloomberg News
“EBay Bets PayPal In-House Beats Icahn’s Plan: Real M&A” features comments from River Road’s Long-Short Equity Portfolio Manager, Daniel Johnson.

2013

November 26, 2013, Bloomberg News (web)
“GM’s $27 Billion in Cash Seen Luring Activists: Real M&A” features comments from River Road’s Long-Short Equity Portfolio Manager, Matt Moran.

October 16, 2013, fundweb
“Hi-tech goliath pays off for Aviva” highlights Aviva Investors U.S. Equity Income fund, managed by River Road’s Dividend All-Cap Value team.

September 30, 2013, FT Adviser
“Event-driven investing: Hunting for yield” features commentary from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

September 18, 2013, Asset.tv
“Equity Income,” an interview with River Road’s Dividend All-Cap Value Portfolio Manager, Henry Sanders, about picking long-term winners.

August 23, 2013, Financial News
“Value investors battle it out for dominance in a `new bull market’” discusses River Road Asset Management’s investment style.

July 29, 2013, Research Magazine
“Dividend-Paying Stocks: Compelling Characteristics” quotes River Road’s Senior Portfolio Manager, Henry Sanders, on dividend investing.

June 24, 2013, InvestmentNews
“Market sell-off like opening a pressure valve?” features comments from River Road’s Long-Short Equity Portfolio Manager, Matt Moran.

June 7, 2013, Business First of Louisville
“Market gains, new clients drive growth for area investment firms” quotes Andrew Beck, River Road’s President and CEO.

2012

July 31, 2012, Fundweb
“Five Funds Not Following the Multi-Asset Crowd” highlights Aviva Investors U.S. Equity Income,  managed by River Road’s Dividend All-Cap Value team, as a fund to consider in a multi-asset portfolio.

May 16, 2012, FTAdviser
“Morningstar Conference: Dividends Next Investment Story” quotes River Road’s  Portfolio Manager, Thomas Forsha, on the recent explosion of interest in dividend investing and tips on avoiding the risks associated with these stocks.

April 9, 2012, Investment Week UK
“The Power of Dividends” features River Road’s Executive Vice President, Henry Sanders, and discusses why the economic backdrop in the U.S. is supportive for income stocks.

March 2, 2012, Business First of Louisville
“Best Investment Decisions Might be a Person Rather than a Fund,” an interview with Andrew Beck, River Road’s President and CEO.

February 17, 2012, New Model Adviser
“Equity Income Investing takes off over the Pond” focuses on U.S. equity income investing and mentions the Aviva U.S. Equity Income fund managed by River Road’s Dividend All-Cap Value team.

2011

November 25, 2011, Investment Week UK
“What is the Best Way to Access the U.S. Income Story?” quotes River Road’s Senior Portfolio Manager, Henry Sanders, on the U.S. equity income market.

November 24, 2011, Investment Week (Web)
“U.S. Equity Valuations at 40-year Low” discusses the attractiveness of the U.S. equity market and details the recently launched U.S. equity income fund for U.K. investors, managed by River Road’s Dividend All-Cap Value team.

November 11, 2011, Interactive Financial Adviser Online
“Conjecture: U.S. Equity Income Debate” features River Road’s Dividend All-Cap Value Lead Portfolio Manager, Henry Sanders, on a panel debating the opportunities in U.S. equity income.

November 7, 2011, Bloomberg Business Week
“Taxi Licenses as ‘Cash Cows’ Bolster Medallion Financial Shares” includes comments from River Road’s Associate Portfolio Manager, Justin Akin, on Medallion Financial Corp.

August 5, 2011, SmartMoney
“How to Profit from the Next Investing Bubble” includes comments from River Road’s President & CEO, Andrew Beck.

August 2, 2011, The Wall Street Journal
“Burned Before, Dividend Funds Diversify Beyond Same Old Sectors” quotes River Road’s Senior Portfolio Manager, Henry Sanders, on dividend-paying companies.

July 21, 2011, Investment Week
“The Case for US Equity Income” features insight from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders, on the role of dividends.

May 16, 2011, FT Adviser
“Aviva Investors Launches US Equity Income Fund” details the roll out of the new American equity income fund for U.K. investors, to be managed by River Road’s Dividend All-Cap Value team.

May 5, 2011, PR Newswire
“Aston Adds New Long-Short Fund Managed by River Road Asset Management” includes comments from River Road’s CEO and President, Andrew Beck.

April 19, 2011, SmartMoney.com
“The Profitable Product Niche: Jeans and Shoes” provides insight on niche retailers from River Road’s CEO/President and Senior Portfolio Manager, Andrew Beck.

March 29, 2011, Reuters
“American Eagle: Winds of Change Keep Investors Guessing” includes commentary from River Road’s President, Andrew Beck.

Spring 2011, Charles Schwab on Investing
“Income with Potential for Growth” quotes River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on finding dividends in small and mid cap companies.

March 11, 2011, Bloomberg
“American Eagle Ripe for Buyout Shopper with Cash Flow Discount: Real M&A” features comments from River Road’s Associate Equity Analyst, Ashley Abney.

February 10, 2011, Bloomberg
“Big Lots in Play Poised to Bring $1 Billion Windfall: Real M&A” includes insight from River Road’s Associate Portfolio Manager, Justin Akin.

February 2011, Louis Rukeyser’s Mutual Funds
“Free to Roam” profiles the Aston/River Road Dividend All-Cap Value Fund and includes comments from River Road’s Senior Portfolio Manager, Henry Sanders.

2010

November 6, 2010, Barron’s
“Income Producers” features comments from River Road’s portfolio managers, Henry Sanders and Thomas Forsha, regarding the Aston/River Road Dividend All-Cap Value Fund.

September 2010, Smart Money
“How to Bet On the Spenders” provides insight from River Road’s President, Andrew Beck, on current opportunities for consumer discretionary stocks.

August 11, 2010, CNNMoney.com
“The Fed Ate My Savings!” features the Aston/River Road Dividend All-Cap Value Fund.

August 10, 2010, The Wall Street Journal
“Tower Group gains 4.6% and Rite Aid climbs 9.5%” features commentary from River Road’s President, Andrew Beck, on small cap stocks.

August 8, 2010, InvestmentNews
“Dividend investing is too good to pass up” includes comments from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders, on dividends.

August 2, 2010, Bloomberg BusinessWeek
“Dividends Rise, Tax Hikes May Follow” includes insight from River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders.

July 30, 2010, InvestmentNews
“Will Expiration of the Bush Era Tax Cuts Derail Dividends?” features comments from River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on proposed tax policy’s impact on dividends.

June 11, 2010, The New York Times
“At Main and Wall, a Wide Corner” includes quotes from River Road’s President, Andrew Beck, on the impact of Wall Street on Main Street in Louisville, KY.

April 22, 2010, Barron’s
“Milling Stock-Market Outperformance” features commentary from Senior Portfolio Manager, Henry Sanders, on General Mills.

April 17, 2010, DesMoinesRegister.com
“Casey’s Move to Prevent a Hostile Takeover” includes insight from River Road’s Senior Equity Research Analyst, Justin Akin, on Casey’s General Store.

April 6, 2010, Barrons.com
“Finding a Few Good Dividend Stocks,” an interview with River Road’s Senior Portfolio Manager, Henry Sanders, about the Aston/River Road Dividend All-Cap Value Fund.

March 22, 2010, Dow Jones Newswires
“Aston/River Road Fund Focuses on the Payout” profiles the Aston/River Road Dividend All-Cap Value Fund and features comments from Executive Vice President and Senior Portfolio Manager, Henry Sanders.

March 17, 2010, The Wall Street Journal – Online
“Taxi Lender Funds a Hot Commodity” quotes Senior Equity Research Analyst, Justin Akin, on long-time holding, Medallion Financial Corp.

March 2, 2010, TheStreet.com
“The Five Spot: Shop Consumer Stocks, Withdraw From Banks” features an interview with River Road CEO/CIO, Jim Shircliff, on stock picks and his views on investing.

February 25, 2010, Barron’s
“A Bright Future for Clorox Shares” quotes River Road Executive Vice President and Senior Portfolio Manager, Henry Sanders, on the iconic laundry brand and its dividend.

January 25, 2010, Pensions & Investments
“No Bright Spots in 2009″ notes River Road’s transaction with Aviva Investors as a bright spot among mostly dreary financial M&A activity during the year.

January 21, 2010, Fox Business
“2010: The Year of the Dividend?” offers commentary on dividends from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

2009

December 8, 2009, The Wall Street Journal
“Small Stock Focus” features observations on recession trends and investor behavior from River Road’s President, Andrew Beck.

November 25, 2009, The Wall Street Journal
“Monday, Rather Than Black Friday Key for Rest of 2009″ includes commentary from River Road’s President, Andrew Beck, on the relationship between retail sales trends and the performance of the stock market during the holiday season.

October 30, 2009, Business First of Louisville
“Fast 50: Greater Louisville’s Fastest-Growing Privately Held Companies” profiles the firm’s growth and success and includes comments from River Road’s President, Andrew Beck.

October 5, 2009, Forbes – Online
“Opportunities in Utilities” includes comments on utilities and interest rates from River Road Portfolio Manager, Thomas Forsha.

August 2009, Plan Sponsor
“Best Managers You Never Heard Of: Unconventional Wisdom” provides highlights on the firm’s Absolute Value strategy from River Road’s President, Andrew Beck.

July 30, 2009, Value Investor Insight
“Thoroughbred Stocks,” an interview with River Road’s CEO/CIO, Jim Shircliff, detailing the firm’s value investing philosophy.

July 28, 2009, Dow Jones Newswires
“TALES OF THE TAPE: People’s United Seeks Bank Acquisition” provides commentary from River Road Portfolio Manager, Thomas Forsha.

July 2009, Bottom Line Retirement
“Investment Ideas” provides highlights on Cracker Barrel Old Country Stores, Inc. (CRBL) from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

March 24, 2009, CNNMoney.com and Fortune – Online
“Switched on Utility Dividends” includes comments from River Road Portfolio Manager, Thomas Forsha.

2008

November 10, 2008, Forbes
“Look for the Payout” focuses on the Aston/River Road Dividend-All Cap Value Fund and features comments from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

September 28, 2008, InvestmentNews
“Fund Focuses on Precise Value” features the Aston/River Road Dynamic Equity Income Fund and includes comments from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

May 19, 2008, Business Week
“Veteran Managers, Nimble New Funds” features comments from River Road’s President, Andrew Beck, and highlights performance of firm’s Small-Mid Cap Strategy.

April 16, 2008, MSN Money
“Will Barnes & Noble Win the Book Wars?” includes comments on Barnes & Noble (BKS) from River Road Senior Equity Analyst, Justin Akin.

April 9, 2008, Dow Jones Newswires
Riding Out a Recession with Small-Cap Value” features comments from River Road’s President & Senior Portfolio Manager, Andrew Beck.

February 5, 2008, FOXBusiness
“Waste Management is Turning Trash Into Gold” features comments on Waste Management (WMI) from River Road Portfolio Manager, Thomas Forsha.

January 14, 2008, The Milwaukee Journal Sentinel
“Bumpy Ride Still had its Winners:  Any Economic Uptick Should Rev Up Marten Even More” includes comments on Marten Transport, Ltd. (MRTN) from River Road’s CEO/CIO, Jim Shircliff.

2007

December 7, 2007, Business First of Louisville
“Traveling On The Right Path” highlights River Road’s accomplishments since firm inception in April 2005.

August 16, 2007, Dow Jones Newswires
“Aston/River Road Fund Capitalizes On Dividends” features commentary from River Road’s Co-Founder and Senior Portfolio Manager, Henry Sanders.

May 7, 2007, The Business Courier (Cincinnati)
“Frisch’s Serves Up Something Hot: Stock Price” includes valuation comments from River Road’s CEO/CIO, Jim Shircliff.

April 13, 2007, Business First of Louisville
“River Road Investment Firm Grows Assets Quickly” highlights firm’s growth and strong funds performance.

February 16, 2007 Toronto Global Mail
“Markets Feel a Glow as Booze Makers Post Big Day” features comments from River Road’s Executive Vice President and Senior Portfolio Manager, Henry Sanders.

January 4, 2007, The Wall Street Journal
“From Small-Cap Value to a Twist on Asia:  Four Mutual Funds that Flew Under the Radar” focuses on two Aston Asset Management Mutual Funds sub-advised by River Road.

2006

December 18, 2006, The Courier-Journal
“An Asset for the City”explores the firm’s history and growth and includes comments from the firm’s founders.

December 6, 2006, The Beacon Journal (Ohio)
“Bridgestone to Buy Retread Firm; Tire Maker Looks to Keep Up With Its Competitors with Bandag Purchase” contains comments from River Road’s CEO/CIO, Jim Shircliff.

December 6, 2006, Dow Jones Newswires
“River Road’s Beck Favors No-Spin Approach”focuses on the firm’s investment strategy.

November 22, 2006, affars varlden (Sweden’s Business Weekly)
“Recessions are a Natural Phenomenon,” an interview with River Road’s President, Andrew Beck.

September 17, 2006, MarketWatch
“Slipping Under Wall Street’s Radar” focuses on the firm’s investment strategy and features comments from River Road’s President, Andrew Beck.

September 2006, Equity Fund Outlook on Forbes.com
“Five Funds for the Next Leg Up” includes a profile of the ABN AMRO / River Road Dynamic Equity Income mutual fund.

July 7, 2006, Business First of Louisville
“River Road Asset Management Reaches $1.61 Billion…” highlights firm’s history and asset growth.

2005

August 29, 2005, Barron’s
“Book Values” features comment’s on Barnes & Noble (BKS) from River Road’s CEO/CIO, Jim Shircliff.

August 22, 2005, The Wall Street Journal
“Sorry, This Small Cap Fund is Full” features comments from River Road’s President, Andrew Beck.

April 5, 2005, Business First of Louisville
“Commonwealth Employees Launch Institutional Investment Firm” announces the formation of River Road Asset Management.