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

Terri Gloeckler, CIPM

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Manager, Client Reporting

Terri manages the workflow of the firm’s client reporting team, ensuring the prompt and accurate distribution of standard client reporting. She previously served in a portfolio analytics position at River Road. Terri joined River Road in 2009.

Prior Experience

  • Client Service Administrator, Brighton Jones LLC
  • Contract Specialist, SunBridge Capital
  • Staffing Manager, Robert Half International

Education

  • BS in Sociology, University of Cincinnati

Certifications/Affiliations

  • CIPM® certificate holder
  • CFA Institute member
  • CFA Society Louisville member
* Shareholder
† Founding associate