Advisory Research

Posts by Advisory Research

Ahead of the Curve?

Ahead of the Curve?

OCTOBER 2024 – Select Dividend 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 …

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Select Dividend Q3 2024 Investor Letter

Select Dividend Q3 2024 Investor Letter

Fade the Chattering Class Hard landing, recessions, elections, geopolitics… the Chattering Class always has a reason to be bearish. Risk sentiment is surprisingly neutral at best. Investors are positioned defensively and margin debt – a key ingredient for any bubble - remains low. We …

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Select Dividend Q2 2024 Investor Letter

Select Dividend Q2 2024 Investor Letter

A Late Summer Storm Just as European bankers sat down for their Aperol Spritz in St Tropez, the markets decided to interrupt the idyllic August summer holidays. The catalyst was likely technical in nature – the unwinding of a crowded Yen carry trade combined with one bad macro print. …

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Investment Philosophy

Investment Philosophy

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.

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How are we Thinking About Inflation?

How are we Thinking About Inflation?

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.

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The Dominance of U.S. Tech

The Dominance of U.S. Tech

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.

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What is the Advantage of Global Investing?

What is the Advantage of Global Investing?

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.

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Advisory Research & North Square Investments

Advisory Research & North Square Investments

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 …

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Interview with a Capital Allocator: Investment Performance

Interview with a Capital Allocator: Investment Performance

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 …

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Interview with a Capital Allocator: Engagement with Portfolio Companies

Interview with a Capital Allocator: Engagement with Portfolio Companies

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 …

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