AMG River Road Small Cap Value I
ARSIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- James C. Shircliff
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Greenwhich, CT 06830 Chicago IL United States of America 60601
- IPO Date
- Dec 12, 2006
- CIK
- 0000912036
- Website
- arielinvestments.com
- Similar Companies
- Business
- AMG River Road Small Cap Value Fund (ARSIX) is an open-end mutual fund managed by River Road Asset Management, LLC, an affiliate of Affiliated Managers Group, Inc. (AMG), that seeks long-term capital appreciation by investing primarily in equity securities of small capitalization companies domiciled or conducting a majority of their business in the United States. The fund employs a bottom-up value investing approach, focusing on undervalued small-cap stocks exhibiting favorable business qualities, improving fundamentals, and attractive valuations; it maintains a diversified portfolio typically comprising 50 to 80 holdings across various sectors, including financials, industrials, consumer discretionary, and information technology, with a market capitalization range generally below $4 billion at the time of purchase. River Road Asset Management provides active portfolio management services, including security selection, risk management, and ongoing monitoring, while AMG Funds distributes the fund through various channels to institutional and individual investors. The fund operates within the small-cap value segment of the U.S. equity market, targeting sophisticated investors seeking exposure to undervalued small companies with potential for re-rating and growth; it serves financial advisors, retirement plans, and high-net-worth individuals across the United States and select international markets through broker-dealers and platforms. Established in 2011 and headquartered in Richmond, Virginia, the fund benefits from River Road's expertise as a boutique value manager founded in 2000 and acquired by AMG in 2005, which oversees approximately $10 billion in small-cap assets. No major recent partnerships, acquisitions, funding rounds, or strategic shifts have been reported for the fund or its manager in the last 1-2 years; it continues to emphasize its disciplined three-part investment philosophy centered on absolute price value, business fundamentals, and catalyst potential.