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White Papers

White Papers

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)

 

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