Home / Investment Strategies / Focused Absolute Value®

Focused Absolute Value®

Strategy Overview

River Road’s Focused Absolute Value® Strategy is a concentrated, all cap value strategy composed of what the firm believes are the “best ideas” recommended by River Road analysts from the broader universe of firm holdings.

The Strategy combines the firm’s proven investment processes, with the stock picking skills of River Road portfolio managers, and the collective insights and opinions of the firm’s analyst team.

The Strategy seeks to remain fully invested at all times, is index independent, and highly opportunistic. The minimum market cap for investment is $250 million, at time of purchase.

Investment Objective

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