Separately Managed Accounts

International Small Cap Value

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.

Investment Strategy

The International Small Cap Value portfolio is an actively managed, equity strategy that seeks to outperform its benchmark and to show lower levels of risk through bottom up security selection that systematically blends quantitative tools and extensive fundamental research to identify the most undervalued companies in developed market countries. We believe that structural and behavioral inefficiencies in developed markets provide opportunities for active management to generate outperformance over the full market cycle.

Key Facts

Target Market: Non-US small cap equities in developed markets
Inception Date: January 1, 2006
Investment Vehicles: Separately Managed Account
Mutual Fund

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