Advisory Research

Advisory Research, Inc. is a privately owned investment management firm based in Chicago, Illinois, founded in 1974. The firm specializes in providing investment services to a diverse clientele, including high-net-worth individuals, institutions, endowments, foundations, corporations, and government entities. It manages separate client-focused equity portfolios and offers private funds, including equity mutual funds and hedge funds. Advisory Research primarily invests in value stocks across various market capitalizations, focusing on micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis and bottom-up stock picking approach, conducting in-house research to inform its investment decisions. By delivering actively managed investment strategies and personalized client service, Advisory Research aims to achieve competitive risk-adjusted returns while fostering a collaborative culture among its investment professionals. The firm operates as a subsidiary of Ostara Inc.