River Road seeks to provide timely, accurate, and insightful communication about River Road’s investment strategies, client portfolios, and market trends.
We Believe NOW is the Time for Long-Short Equity
Investors tend to seek protection AFTER a bear market. However, long-short equity strategies offer the potential to outperform in bear markets AND low return environments. We recommend a proactive approach to a long-short allocation and believe NOW is the time to invest. (June 2019)
Why Dividend All-Cap Value NOW!
In this paper, we explore the benefits of dividend investing; why we believe River Road’s all cap, Absolute Value® approach results in a diversified portfolio of high quality value stocks offering an attractive combination of high dividend yield, price appreciation potential, and low relative volatility; and why we believe NOW! is the ideal time to allocate away from passive and higher risk equity strategies. (June 2019)