Advisory Research is a value-oriented investment firm with over $10bn in assets under management. We manage U.S. and international equity strategies as well as fixed income assets for institutional, private clients and investment advisors. Advisory Research was founded in 1974 on the principles of value investing and the commitment to provide premier investment management coupled with the best in client service. For over 36 years, our time-tested, disciplined investment approach has focused on preserving and increasing our client’s assets.
Advisory Research takes a disciplined, value-driven approach to managing assets in the U.S. and international markets. We are dedicated to unlocking value in the companies in which we invest, across industries and regions, through rigorous analysis and management engagement. Investing in this profile of companies has provided the historical benefits of relative downside protection with meaningful upside participation and long-term out performance over market cycles.
In March 2010, ARI merged with Piper Jaffray Companies (PJC), a New York Stock Exchange listed financial services firm.
The Advisory Research investment strategy is a bottom-up, fundamentally-based investment discipline that is executed by a team of portfolio managers and research analysts. Investments for each strategy are selected from a universe of securities in the appropriate market capitalization range. The portfolio construction process uses a combination of quantitative and qualitative analysis to arrive at a diversified portfolio of what we believe are attractively valued securities. All research is constructed with the goal of fully vetting ideas and identifying optimal investment opportunities.
The strategy is team-managed and the responsibilities are shared by each portfolio manager. The portfolio managers are ultimately responsible for buy/sell decisions and they have the ability to veto any buy/sell decision.