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.

International Small Cap Value

International Small Cap Value

Investment Strategy

The International Small Cap Value strategy seeks long-term capital appreciation by investing in non-U.S. small capitalization equities that the investment team believes are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The strategy will invest principally in developed nations and opportunistically in emerging markets. The portfolio is broadly diversified geographically across 60-80 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: Non-US small cap equities in developed markets
Inception Date: January 1, 2006
Investment Vehicles: Separately Managed Account
Mutual Fund

Thought Capital

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2Q 2017 MLP Market Commentary

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