Independent • Active • Aligned

Advisory Research Investment Management is a Chicago-based asset manager. Our principals invest alongside our clients. We are 100% employee-owned. We offer actively managed, high-conviction equity portfolios through separate accounts and private funds.

Our Strategies

Select Dividend
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Select Dividend

 The Select Dividend Strategies are concentrated, low-turnover, high active share equity strategies that seek to offer current income and income growth, as well as capital appreciation with less risk than the broader equity market.
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Small Cap Value
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Small Cap Value

The Small Cap Value Strategy is a value-oriented strategy seeking to exploit the fundamental opportunity ceded by passive investors in small capitalization companies.

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Partners
Advisory-Research-Partners-Strategy

Partners

The Partners Strategy is a concentrated portfolio composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.

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Canadian Equity
Advisory-Research-Canadian-Equity-Strategy

Canadian Equity

Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover the best ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.

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