Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
See all strategies
Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

Our people

Disciplined, experienced, and uniquely talented professionals working together to deliver for our clients.

45
Associates
16
Investment professionals
20
Average years PM industry experience
40%
Women
13%
Ethnically diverse
24%
Employee ownership
As of February 29, 2024. Ethnically diverse figures include African American or Black, Alaskan Native or Native American, Asian, Hispanic or Latino/a/x, Native Hawaiian or Pacific Islander, or those that identify as two or more races. Information excludes those who decline to identify.

Meet the team

Investment ManagementBusiness DevelopmentOperationsHR & AdministrationInvestment Risk & AnalyticsExecutive LeadershipExecutive Advisory

Executive Advisory

Jimmy Shircliff, CFA
*
†
Executive Advisor
Jimmy Shircliff, CFA
Executive Advisor

Jimmy is responsible for mentoring, sharing knowledge on investment-related topics, and serving as a firm ambassador. Prior to transitioning to an advisory role, he was a senior portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. Jimmy co-founded River Road in 2005. 

Prior Experience

  • EVP, Portfolio Manager, Director of Research, SMC Capital Inc.
  • Partner, Portfolio Manager, Executive Investment Advisors
  • Partner, Portfolio Manager, Director of Research, Southeastern Asset Management (Longleaf Funds)
  • Mutual Fund Manager, Oppenheimer Management Co.
  • Director of Research, First Kentucky Trust Co.

Education

  • BS in Finance, University of Louisville 

Certifications/Affiliations

  • CFA® charterholder 
  • CFA Institute member
  • CFA Society Louisville member

Executive Advisory

Henry Sanders, CFA
*
†
Executive Advisor
Henry Sanders, CFA
Executive Advisor

Henry is responsible for mentoring, sharing knowledge on investment-related topics, and serving as a firm ambassador. Prior to transitioning to an advisory role, he was a senior portfolio manager for River Road’s Dividend All-Cap Value portfolio. He is a voting member of the Executive Committee. Henry co-founded River Road in 2005 and holds equity in the firm.

Prior Experience

  • Senior Vice President, Portfolio Manager, Commonwealth Trust Co. 
  • Adjunct professor of Finance and Economics, Bellarmine University
  • President, Bridges Capital Management 
  • Vice President, PRIMCO Capital Management

Education 

  • MBA, Carroll School of Management at Boston College
  • BA in Business Administration, Bellarmine University

Certifications/Affiliations

  • CFA® charterholder 
  • CFA Institute member
  • CFA Society Louisville member and past president

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Executive Advisory

* Shareholder

† Founding associate