Solutions

Alternative Investments

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 for clients.

The Energy strategy focuses on a value approach to identify energy companies that are selling at an attractive valuation relative to their net asset value. The investment process is a bottom-up approach that focuses extensively on the balance sheet. We look for energy companies with known reserves that operate in stable economic and political areas. The portfolio is diversified across 15-25 holdings. We will at times implement hedging techniques to minimize daily volatility.