Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Like Whitebox, River Road has struggled this year. The long/short funds from both houses off about 2% YTD.
But River Road is much more about individual stock picks than Whitebox, which tries to exploit macro and sector opportunities in addition to individual companies.
In any case, ASTON too provides excellent monthly commentaries. Here for ARLSX / ALSIX:
