Advisory Research Investment Management

Advisory Research, Inc. is a privately owned investment manager based in Chicago, Illinois, founded in 1974. The firm specializes in providing money management services to high-net-worth individuals and various institutional clients, including banks, pension plans, university endowments, and foundations. Managing over $6.3 billion in assets, Advisory Research focuses on equity and fixed income investments, employing a long-term, value-based investment strategy. It manages separate client-focused equity portfolios and offers equity mutual funds and hedge funds, primarily investing in value stocks across micro-cap, small-cap, mid-cap, and large-cap companies. The firm conducts thorough in-house research and utilizes a fundamental analysis with a bottom-up stock picking approach to guide its investment decisions. As a subsidiary of Ostara Inc., Advisory Research continues to serve a diverse clientele with tailored investment solutions.