Advisory Research Investment Management

Solutions

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.

U.S. Small Cap Blue Chip

U.S. Small Cap Blue Chip

Investment Strategy

The Small Cap Blue Chip strategy focuses on high-quality, blue chip companies with deep, defensive moats and sustainable cash flows. The strategy targets companies with this profile that are trading at a discount to intrinsic value. The objective of the strategy is to provide capital appreciation potential, with less risk than the broader market. The strategy is designed to outperform the Russell 2000 Index over a full market cycle by limiting full participation in market downturns. The focus on high quality companies within the small cap landscape allows the Small Cap Blue Chip Strategy to be a long-term investment solution vs. a short-term strategic allocation.

Key Facts

Strategy Goal: Long-term capital appreciation.
Return Objective: Exceed the Russell 2000 Index over a full market cycle.
Inception Date: September 30, 2012
Investment Vehicles: Separately Managed Accounts

Thought Capital

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