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ADVISORY RESEARCH INC Profile
Advisory Research is a private investment management company based out of Chicago. The company was founded in 1974 on the “principles of value investing and the commitment to provide premier investment strategies and the best in client service,” continuing to expand and improve its investment management capabilities throughout its history. The company utilizes a fundamental analysis and a bottom up investment approach to make its asset allocation decisions. Advisory Research conducts its research in house, investing in the value stocks of companies across all value caps with an emphasis on micro-cap companies with capitalizations below $300 million and international investments with those below a $4 billion market capitalization. The firm operates as a subsidiary of Piper Jaffray Asset Management Inc. and is currently headed by Chris D. Crawshaw, who acts as the company’s CEO, CIO, CCO, and chairman. Advisory Research invests most heavily in the energy sector, which alone makes up over half of its total asset allocations, and also invests in the finance, consumer discretionary, utilities and telecommunications, and industrials sectors, among others to a lesser degree, in order of decreasing allocation. The company currently holds approximately $12 billion in total assets under management spread across 1350 accounts with all but 4 of the accounts being discretionary. Although its total number of accounts has only seen moderate growth in recent years, its total assets under management has grown significantly, increasing from $4.5 billion back in 2010 to well over twice that amount today. Advisory Research caters mainly to high net worth individuals, which alone makes up over half of its client base, and also caters to individuals, investment advisors, corporations, pooled investment vehicles, charities, and others. The company currently has 71 employees with 3 investment professionals and 9 broker dealer representatives. Advisory Research’s mutual fund offerings include its All Cap Value, Strategic Income, International All Cap Value, and Emerging Markets Opportunities funds.
ADVISORY RESEARCH INC has disclosed 352 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-06-30. The current portfolio value is calculated to be $1.51 Bil. The turnover rate is 19%.
In ADVISORY RESEARCH INC's current portfolio as of 2021-06-30, the top 5 holdings are not including call and put options. ADVISORY RESEARCH INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ADVISORY RESEARCH INC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ADVISORY RESEARCH INC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ADVISORY RESEARCH INC.
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