Advisory Research Investment Management


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.

Global Value

Global Value

Investment Strategy

The Global Value strategy seeks long-term capital appreciation by investing in both U.S. and non-U.S. equities across all market capitalizations that the investment team believes are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The portfolio is broadly diversified geographically across 90-125 holdings.

As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.

Key Facts

Target Market: U.S. and Non-U.S. markets across all market capitalizations
Inception Date: January 1, 2009
Investment Vehicles: Separately Managed Account
Mutual Fund

Thought Capital

MLPs – A Good Time to Invest?

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MLP Team: Our View of Hurricane Harvey’s Impact

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2Q 2017 MLP Market Commentary

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