Advisory Research, Inc.
With $8.9 billion* in assets under management, Advisory Research, Inc. is a diversified investment manager that provides U.S., international, global and MLP and energy infrastructure strategies for sophisticated investors.
The firm’s strategies span a range of market capitalizations, geographies and investment styles, but all focus on the goal of building portfolios they believe in and helping to achieve its clients’ long-term investment goals. Advisory Research seeks to produce attractive risk-adjusted returns for clients through in-depth research and a diligent investment process.
The firm’s roster of clients includes a global list of institutional investors and sophisticated high net worth individual investors. Advisory Research offers separate account management as well as several mutual funds.
Advisory Research was founded in 1974 on the principles of value investing and the commitment to provide premier investment strategies and the best in client service. For 40 years, the firm’s time-tested, disciplined investment approach has been focused on preserving and increasing clients’ assets.
Advisory Research’s value heritage is the foundation of the firm’s domestic, international and global equity investment strategies. Throughout its history, the firm has expanded its investment management capabilities, always maintaining a commitment to its disciplined investment style while emphasizing long-term risk-adjusted performance.
Advisory Research continued this expansion in 2012 through a formalized relationship with the St. Louis-based MLP and energy infrastructure team, FAMCO MLP, which has since changed its name to Advisory Research.
Advisory Research manages a variety of investment strategies, including:
- Micro cap value
- Small cap value
- Small/mid cap value
- All cap value
- International small cap value
- International all cap value
- Japan value
- Global value