MoneyAM Fund Centre

Quick Stats

Fund Objective

To grow your investment by providing combined income and capital growth greater than that of the benchmark over any given 5-year period. The Fund also seeks to deliver an income of at least 125% of that of the benchmark over any given 12-month period. Both the income and combined return aims are measured before charges and taxes. Benchmark: Russell® 3000 Value Index.

Fund Managers

Henry W. Sanders III

Mr. Sanders serves as Lead Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios. Prior to co-founding River Road in 2005, Mr. Sanders served as Senior Vice President and Portfolio Manager for Commonwealth Trust Co. (Commonwealth SMC). 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. Mr. Sanders holds a B.A. in Business Administration from Bellarmine University and an M.B.A. from the Carroll School of Management at Boston College. He earned the Chartered Financial Analyst® designation in 1992, is a member of the CFA Institute, and is a member and past president of the CFA Society Louisville.

Thomas S. Forsha

Mr. Forsha serves as Co-Chief Investment Officer for River Road. Additionally, he is Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value® Portfolio. Prior to joining River Road in 2005, Mr. Forsha served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA, where he was responsible for management of the North American equity allocation of the firm’s Global High Income Equity Fund. Mr. Forsha holds a B.S. in Finance from The Ohio State University’s Fisher College of Business and an M.B.A. from The University of Chicago Booth School of Business. He earned the Chartered Financial Analyst® designation in 2002 and is a member of the CFA Institute and CFA Society Louisville.