Advisory Research | Commentary

Investment Philosophy

by Advisory Research on June 26, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Michael Valentinas provides a high-level description of the investment team’s philosophy and their implementation of objectivity.

Topics: Select Dividend

How are we Thinking About Inflation?

by Advisory Research on June 20, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Adam Steffanus discusses sticky inflation, the origins of the 2% target, and the potential for a higher Federal Reserve inflation target.

The Dominance of U.S. Tech

by Advisory Research on June 12, 2024

June 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Adam Steffanus highlights how the size, profitability, and growth of Big Tech might justify some pretty expensive valuations.

What is the Advantage of Global Investing?

by Advisory Research on June 05, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Michael Valentinas discusses how, more and more, the investment team is finding high conviction, high dividend growth stocks in international markets.

Advisory Research & North Square Investments

by Advisory Research on May 15, 2024

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments discuss the high-conviction equity strategy of Advisory Research Investment Management with Matt Swaim, Managing Director and Executive Chairman. Advisory Research is a partner firm in the North Square …

Interview with a Capital Allocator: Investment Performance

by Advisory Research on May 09, 2024

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

Interview with a Capital Allocator: Engagement with Portfolio Companies

by Advisory Research on May 07, 2024

Interview with a Capital Allocator: Investment Strategy

by Advisory Research on May 02, 2024

Interview with a Capital Allocator: Small Cap Opportunities

by Advisory Research on April 30, 2024

If Volatility Rises, Dividend Growth Should Outperform

by Justin Lamb on April 08, 2024

MARCH 2024 - Select Dividend If there is one thing markets dislike, it is uncertainty There has been growing certainty that 1) inflation is easing and 2) as a result, the Fed will cut rates somewhat aggressively later in 2024. Volatility markets have reflected this consensus, with the …

Topics: Select Dividend

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Investment Philosophy

How are we Thinking About Inflation?

The Dominance of U.S. Tech

What is the Advantage of Global Investing?

Advisory Research & North Square Investments

Interview with a Capital Allocator: Investment Performance

Interview with a Capital Allocator: Engagement with Portfolio Companies

Interview with a Capital Allocator: Investment Strategy

Interview with a Capital Allocator: Small Cap Opportunities

If Volatility Rises, Dividend Growth Should Outperform

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Commentary

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About Advisory Research

Matthew Swaim, CFA

Chris Harvey, CFA

Adam Steffanus, CFA

Michael Valentinas

Bruce Zessar, JD, CFA

William Florida, CFA

Justin Lamb

Connor Prassas

Chris D. Crawshaw, CFA

Lisa N. Clarke, CFP®

Kevin Cialdella

Andrew Cupps

Sean Harmon

Jack Tracy