River Road’s Focused Absolute Value® 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 combines the firm’s proven investment processes with the stock picking skills of River Road portfolio managers and collective insights and opinions of the firm’s analyst team.
The Strategy seeks to remain fully invested at all times, is index independent, and is highly opportunistic. The minimum market cap for investment is $250 MM (at the time of initial purchase).
The Focused Absolute Value® 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® Inception Date: January 1, 2009