Based in Chicago, Advisory Research is a value-oriented investment firm providing domestic and international equity strategies as well as fixed income assets for institutional, private clients and investment advisors.
Advisory Research is an investment manager with $9.05 billion* in assets under management. The firm provides specialized investment management solutions for institutional and high-net-worth clients through its investment teams, Advisory Research and FAMCO MLP.
Advisory Research was founded in 1974 on the principles of value investing and the commitment to provide premier investment management coupled with the best in client service. For more than 37 years, our time-tested, disciplined investment approach has focused on preserving and increasing our clients' assets.
Advisory Research takes a disciplined, value-driven approach to managing assets in the domestic and international equity markets. We are dedicated to unlocking value in the companies we invest in, across industries and regions, through rigorous analysis and management engagement. We are guided by the consistent application of this process to create portfolios of securities that we believe offer the potential for higher returns with lower risk relative to other equity investments.
In addition, Advisory Research provides specialized investment management solutions to institutional and high-net-worth clients through its investment partner, FAMCO MLP. FAMCO MLP, a division of Advisory Research, is dedicated to managing master limited partnerships (MLPs) and energy infrastructure strategies through open- and closed-end mutual funds and separately managed accounts.
We manage a variety of investment strategies, including:
- Micro cap value
- Small cap value
- Small/mid cap value
- Mid cap value
- All cap value
- Dividend focus
- International small cap value
- International all cap value
- Global value
- Master limited partnerships