River Road Asset Management

Louisville, United States Founded: 2004 • Age: 22 yrs Acquired By Affiliated Managers Group
Diversified asset management services are provided to clients.
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About River Road Asset Management

River Road Asset Management is a company based in Louisville (United States) founded in 2004 was acquired by Affiliated Managers Group in March 2014.. River Road Asset Management offers products and services including Small Cap Value Portfolio, Small-Mid Cap Value Portfolio, Mid Cap Value Portfolio, Large Cap Value Portfolio, and Dividend All-Cap Value Portfolio. River Road Asset Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.

  • Headquarter Louisville, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name River Road Asset Management, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of River Road Asset Management

River Road Asset Management offers a comprehensive portfolio of products and services, including Small Cap Value Portfolio, Small-Mid Cap Value Portfolio, Mid Cap Value Portfolio, Large Cap Value Portfolio, and Dividend All-Cap Value Portfolio. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Value-oriented portfolio targeting small cap equity holdings for returns.

Value-oriented portfolio for small-mid cap equity holdings and benchmarks.

Value-oriented portfolio focused on mid cap equity holdings for growth.

Value-oriented portfolio of large cap equity holdings for stable returns.

Value-oriented portfolio of all cap equities with high dividend yields.

People of River Road Asset Management
Headcount 10-50
Employee Profiles 21
Employee Profiles
People
Trenton Dethy
Research Coordinator
People
Ben Brady
Director, Business Development
People
Brett Leary
Equity Research Analyst
People
Jeff Hoskins
Director Of Research

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Funding Insights of River Road Asset Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

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Investors in River Road Asset Management

River Road Asset Management has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Affiliated Managers Group and Aviva Investors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Asset management services and investment products are provided globally.
Founded Year Domain Location
Diversified investment management services are provided globally by Aviva Investors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by River Road Asset Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - River Road Asset Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

River Road Asset Management Comparisons

Employees
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Competitors of River Road Asset Management

River Road Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on River Road Asset Management

Frequently Asked Questions about River Road Asset Management

When was River Road Asset Management founded?

River Road Asset Management was founded in 2004.

Where is River Road Asset Management located?

River Road Asset Management is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.

What does River Road Asset Management do?

River Road Asset Management was established in 2004 and is headquartered in Louisville, United States. Operations focus on diversified asset management within the financial sector. Services encompass portfolio management across various asset classes, including equities and fixed income. Investments are handled for institutional and individual clients, with strategies emphasizing long-term value. The firm maintains a presence in the U.S. market, adhering to standard regulatory frameworks.

Who are the top competitors of River Road Asset Management?

River Road Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does River Road Asset Management offer?

River Road Asset Management offers Small Cap Value Portfolio, Small-Mid Cap Value Portfolio, Mid Cap Value Portfolio, Large Cap Value Portfolio, and Dividend All-Cap Value Portfolio.

Who are River Road Asset Management's investors?

River Road Asset Management has 2 investors. Key investors include Affiliated Managers Group, and Aviva Investors.

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