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Focused Absolute Value® II

Strategy Overview

River Road’s Focused Absolute Value® II Strategy is a concentrated, all cap strategy comprised of the firm’s ‘best and most timely’ ideas selected from among the stocks held across all RRAM U.S. equity strategies, as recommended by the analyst team.

The Strategy leverages the firm’s existing Focused Absolute Value® (FAV) Strategy’s portfolio design and investment process, but has a minimum market cap restriction at the time of initial purchase of $1 B (versus $250 MM for the FAV Strategy).

Investment Objective

The Focused Absolute Value® II Strategy seeks to outperform the Russell 3000 Value by a minimum of 200 bps gross of fees annualized, with equal or less volatility, over a market cycle.

 

Focused Absolute Value® II Inception Date: January 1, 2017