Advisory Research Funds(3)

Quality and Price Matters

ARI International Small Cap Value Fund

GL

Apr 22, 2013

Advisory Research’s International Small Cap Value Fund invests in the inefficient small cap international market with a bias toward inexpensive and well capitalized companies. The style has generated strong upside capture and downside protection, resulting in an attractive risk/reward profile.

Exploiting Behavioral Inefficiencies in Emerging Markets

Advisory Research Emerging Markets Opportunities Fund

US

Dec 18, 2017

While emerging markets represent the majority of the world’s population and continue to grow economically faster than developed markets, they still remain underweight relative to their global contribution in U.S. investor portfolios. Kevin Ross, co-manager of the Advisory Research Emerging Markets Opportunities Fund, believes that the challenges associated with the asset class actually create significant opportunities for active managers with the right infrastructure and capabilities.

Selective and Risk Aware for Long-Term Value

Advisory Research International Small Cap Value Fund

US> Large-Cap > Growth

Nov 10, 2017

Most international mutual funds are focused on large-cap companies and global factors, but there are smaller gems in the under-researched international space that are just as attractive. Kevin Ross, portfolio manager of the Advisory Research International Small Cap Value Fund, relies on a structured investment process in discovering undervalued stocks with operational or strategic paths to unlock the value while preserving capital through the investment cycle.