River Road's Select Equity Income Strategy is designed for large institutional and Non-U.S. clients seeking to invest in a portfolio of equity income securities. Employing the same investment philosophy and process as River Road's
Dividend All-Cap Value Strategy, Select Equity Income may include client-directed restrictions that fit the individual needs of specific mandates. Common restrictions include: excluding non-North American stocks and property REITs; requiring higher minimum portfolio liquidity; and, utilizing custom or alternative performance benchmarks.
For information regarding this product, please call (502) 371-4102.