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

Organizational Development

Elizabeth Brenner, PhD, SPHR
*
†
Chief Organizational Development Officer
Elizabeth Brenner, PhD, SPHR
Chief Organizational Development Officer

As Chief Organizational Development Officer, Elizabeth is responsible for organizational development and the firm’s talent and culture strategy. In this role, she leads the human resources and administration functions. She holds equity in the firm and is a voting member of the Executive Committee. Elizabeth joined River Road in 2009 in a research support role.

Education

  • PhD in Educational Leadership and Organizational Development, University of Louisville
  • MS in Human Resources Education, University of Louisville
  • BA in Psychology, University of Kentucky

Certifications

  • Senior Professional in Human Resources (SPHR®) certificate holder

Organizational Development

Human Resources & Administration

Erin Spencer
*
†
Executive Assistant
Erin Spencer
Executive Assistant

Erin is the Executive Assistant to River Road’s CEO. Additionally, she manages office operations and administrative support for the firm, which includes coordinating company events and supporting the firm’s charitable giving efforts. Erin joined River Road in 2011.

Education

  • BA in Integrated Strategic Communications, University of Kentucky

Human Resources & Administration

Liz Dutschke
*
†
Senior Specialist, Human Resources & Manager, Administration
Liz Dutschke
Senior Specialist, Human Resources & Manager, Administration

Liz provides HR operations support for the firm and is responsible for recruitment and onboarding, benefits administration, payroll processing, and HR information management and reporting. Additionally, she supports talent development efforts and culture-related initiatives. She joined River Road in 2021.

Prior Experience

  • Director of Employment, Hardin County Schools
  • Human Resources Assistant, Benefits Coordinator, and Workers’ Compensation Consultant, Jefferson County Public Schools
  • Student Services Assistant, Human Resources Assistant, and Employee Relations Specialist/Assistant Provost for Professional Development, Sullivan University System

Education

  • Pursuing an MS in Human Resource Leadership, Sullivan University
  • MBA, Sullivan University
  • BS in Business Administration, Sullivan University
  • Associate of Applied Science in Computer Graphic Design, Sullivan University’s College of Technology and Design

Human Resources & Administration

Morgan Reilly
*
†
Coordinator, Administration
Morgan Reilly
Coordinator, Administration

Morgan supports all employees with a variety of administrative functions. She joined River Road in 2023.

Prior Experience

  • Account Representative, Wessel Insurance
  • Medical Receptionist, Louisville Surgical Associates
  • Director of First Impressions, Keller Williams Realty Consultants
  • Customer Service Representative, FedEx

Human Resources & Administration

* Shareholder

† Founding associate