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 strategy seeks long-term capital appreciation by investing in non-U.S. equities across all market capitalizations that the investment team believes are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The strategy will invest principally in emerging markets. The portfolio is broadly diversified geographically across 60-100 holdings.

As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.

Key Facts

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

Return to separately managed accounts