ADVISORY RESEARCH INC Overview

Advisory Research Inc is an investment advisor that manages 11.7 BN dollars in regulatory AUM and has 71 employees, of which 38 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 53% of the manager's regulatory AUM.

ADVISORY RESEARCH INC StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADVISORY RESEARCH INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DPM 5.17% Energy -0.07% -0.36% 19 3%
ETP 4.77% Energy -4.16% -0.5% 3 8%
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FEATURED IN
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ADVISORY RESEARCH INC Founders and Key Employees

Name Title In Position Since
Christopher D. Crawshaw President And Chief Executive Officer January-2014
Thomas G. Smith Board Member March-2010
Susan L. Steiner Chief Compliance Officer September-2012
Heather L. Calby Chief Financial Officer December-2014

ADVISORY RESEARCH INC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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ADVISORY RESEARCH INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



The MLP Team Investment Strategies

Investing in securities involves risk of loss that clients should be prepared to bear. We offer two MLP investment strategies:
Master Limited Partnership Strategies

MLP Strategy - The MLP Strategy is a diversified portfolio consisting primarily of publicly traded partnerships focused in the natural resources and energy infrastructure industries. The MLP Team considers investments in MLPs to include investments that offer economic exposure to MLPs in the form of equity securities of MLPs, securities of entities holding primarily general partner or managing member interests in MLPs, securities that are derivatives of interests in MLPs, including I-Shares, energy infrastructure companies, exchange-traded funds and other investment companies that primarily hold MLP interests. Due to the nature of MLPs, tax aware portfolio management is a very important asp...
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ADVISORY RESEARCH INC Portfolio Concentration

ADVISORY RESEARCH INC Location

180 N STETSON AVENUE
SUITE 5500
CHICAGO, Illinois
UNITED STATES, 60601

ADVISORY RESEARCH INC Contact Information

Phone Number: 312-565-1414
Fax Number: 312-565-2002
Website:

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