Separately Managed Accounts

Emerging Markets Opportunities

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 Emerging Markets Opportunities portfolio is an actively managed, multi-cap equity strategy that seeks to outperform its index through bottom up security selection that systematically blends quantitative tools and extensive fundamental research to identify the most undervalued companies in emerging market countries. We believe that structural and behavioral inefficiencies in emerging markets provide opportunities for active management to generate outperformance over the full market cycle.

Key Facts

Target Market: Non-U.S. equities in emerging markets
Inception Date: November 1, 2013
Investment Vehicles: Separately Managed Account
Mutual Fund

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