Advisory Research Investment Management

Solutions

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Alternative Investments

Alternative Investments

Advisory Research Energy

The Energy strategy focuses on a value approach to identify energy companies that are selling at an attractive valuation relative to their net asset value. The investment process is a bottom-up approach that focuses extensively on the balance sheet. We look for energy companies with known reserves that operate in stable economic and political areas. The portfolio is diversified across 15-25 holdings. We will at times implement hedging techniques to minimize daily volatility.


Thought Capital

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Our Approach to Emerging Markets Investing

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Looking Past the Short Term to Recognize MLP Asset Quality

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The Value and Size Effects in Emerging Markets

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