About Us

Advisory Research, Inc. manages over $5.9 billion in total assets for some of the nation’s wealthiest individuals, numerous privately-held companies, university endowments, private and public foundations, and pension and profit-sharing plans.

We have over three decades of experience investing for our clients. Our disciplined, value-based investment style seeks to provide our clients with exceptional absolute and risk-adjusted rates of return. Our experience and dedication, always coupled with expert client service, have allowed us to build a high level of trust and satisfaction with our clients.

The Advisory Research investment philosophy and process are firmly grounded in time-tested academic research and the extensive experience of our professional investment team. This combination has produced a unique investment approach based on internally-generated fundamental analysis.

As value investors we use a traditional bottom-up analysis to look for companies that are selling at a discount to their net asset value. Our highly disciplined, long-term approach to value investing guides us in creating portfolios of securities that we believe offer the potential for higher returns with lower risk relative to other equity investments.