Advisory Research

Advisory Research, Inc. is a privately owned investment manager based in Chicago, Illinois, founded in 1974. The firm specializes in providing investment management services to a diverse clientele, including high-net-worth individuals, institutions, and various government entities. Advisory Research focuses on managing separate client-specific equity portfolios, as well as private funds, while delivering personalized service and competitive risk-adjusted returns. The firm employs a fundamental analysis approach, utilizing in-house research and a bottom-up stock-picking strategy to invest primarily in value stocks across micro-cap, small-cap, mid-cap, and large-cap companies, both domestically and internationally. As a subsidiary of Ostara Inc., Advisory Research is committed to maintaining a collaborative culture that encourages idea sharing among its specialized investment experts to enhance client service.