Advisory Research Investment Management

Select Dividend Q4 2024 Investor Letter https://hubs.ly/Q037rK3T0

Click below to register for our January 2025 Monthly Call | The Case for Dividends in a Tech-Driven Market https://hubs.ly/Q032Qqwm0

A Global Strategy Suitable for Replacing Your Underperforming U.S. Dividend Manager https://hubs.ly/Q02_qsTk0

Ahead of the Curve? - Markets have delivered mixed performance over the 12 months following the first Fed rate cut during past cycles. Click below to hear Advisory Research Global Select Dividend portfolio manager Adam Steffanus discuss how he thinks markets will respond this time. https://hubs.ly/Q02-CM9d0

Our Partners Strategy investment team starts with strong fundamental research which often evolves to building relationships that drive business value. Learn why the team seeks to become a resource to management teams and the importance of creating operational and strategic pathways for growth...

Missed our webinar on October 29th? You can now access the replay.

Deep fundamental research creates the basis of conviction for the Partners Strategy investment team. Click below to learn more about how the team seeks market inefficiencies, actively manages positions, and tracks evolving theses...

Our Advisory Research Partners Strategy is a concentrated approach to small cap investing. Learn how the investment team builds conviction in their investments and the importance of alignment with company management teams...

Learn why the Partners Strategy investment team prioritizes deep fundamental research, focused on the downside first and then company-specific upside driven by operational and strategic alignment with management teams...

Select Dividend Q3 2024 Investor Letter - Hard landing, recessions, elections, geopolitics… the Chattering Class always has a reason to be bearish. https://hubs.ly/Q02VZTrP0 https://hubs.ly/Q02VZTrP0