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Amg River Road Small Cap Value Fund Class I (ARSIX)

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15.46 -0.08    -0.51%
25/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 978.61M
Type:  Fund
Market:  United States
Asset Class:  Equity
AMG River Road Small Cap Value I 15.46 -0.08 -0.51%

ARSIX Overview

 
On this page you'll find an in-depth profile of Amg River Road Small Cap Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of ARSIX among other information.
Category

Small Value

Total Assets

978.61M

Expenses

1.09%

Inception Date

39064

Investment Strategy

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. The fund may also invest in mid-cap companies, which the adviser currently considers to be companies with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell Midcap® Index.

Contact Information

Address One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Phone 800.835.3879

Top Executives

Name Title Since Until
J. Justin Akin Portfolio Manager 2012 Now
Biography Mr. Akin serves as a portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. Mr. Akin holds equity in the firm. Prior to joining River Road in 2005, Mr. Akin worked with the firm’s founders at Commonwealth SMC as Equity Research Analyst for the Small Cap Value and Dividend All-Cap Value portfolios.
R. Andrew Beck President 2005 Now
Biography Mr. Beck serves as Chief Executive Officer for River Road. Additionally, he is a portfolio manager for River Road’s Small Cap Value, Small-Mid Cap Value, and Mid Cap Value portfolios and a supervising portfolio manager for the firm’s Focused Absolute Value® portfolios. Mr. Beck is the largest individual shareholder in the firm and serves as Chair of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Beck served as Senior Research Analyst and, later, Senior Vice President and Portfolio Manager for SMC Capital Inc. (Commonwealth SMC).
James C. Shircliff CEO 2005 2023
Biography Mr. Shircliff serves as a portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value Portfolios. He previously served as the firm’s Chief Investment Officer and a portfolio manager for the firm’s Dividend All-Cap Value Portfolios. Mr. Shircliff holds equity in the firm. Prior to co-founding River Road in 2005, Mr. Shircliff served as EVP, Portfolio Manager and Director of Research for SMC Capital Inc. (Commonwealth SMC). Mr. Shircliff has more than 45 years of investment experience.
Henry W. Sanders Co-Portfolio Manager 2005 2012
Biography Mr. Sanders serves as a portfolio manager for River Road’s Dividend All-Cap Value portfolio. Mr. Sanders holds equity in the firm and serves as a voting member of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Sanders served as Senior Vice President and Portfolio Manager for Commonwealth Trust Co. (Commonwealth SMC). Additionally, he served as President of Bridges Capital Management and Vice President of PRIMCO Capital Management. Mr. Sanders has also served as an adjunct professor of Finance and Economics at Bellarmine University.
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