Advisory Research, Inc. Launches International
Small Cap Value Fund
April 06, 2010 08:03 AM Eastern Daylight Time
CHICAGO--(EON: Enhanced Online News)--Advisory Research, Inc. has expanded its mutual fund offering by
launching the Advisory Research International Small Cap Value Fund (“the Fund”). The Fund seeks to provide long-
term capital appreciation by investing in equity securities of small and medium capitalization companies outside the
United States. The Fund primarily invests in the developed international markets, but can invest in emerging markets
on a case-by-case basis. Investors can access the Fund directly through the Fund’s administrator, UMB Fund
Services, or through financial intermediaries including Charles Schwab & Co., Inc. and through investment
professionals who utilize the services of Pershing LLC. Advisory Research, Inc. is a wholly owned subsidiary of
Piper Jaffray Companies.
The Fund is managed by a seasoned team of five investment professionals led by Brien O’Brien and Jonathan
Brodsky, who have been working together on this strategy for over four years. The Fund will seek to replicate the
investment strategy used in the International Value limited partnership and institutional separate account products that
were launched by Advisory Research, Inc. in 2006.
The team employs a bottom-up investment approach that seeks to identify companies with attractive valuations
relative to their net asset value and provides additional downside protection and upside potential relative to the
benchmark over market cycles. Generally, the Fund will seek to invest in 60 to 80 securities under normal market
“Although many U.S. based investors have limited exposure to the international equity markets, these markets are
now far larger than the U.S. markets,” said Brien O’Brien, Fund team member and CEO of Advisory Research.
“The international equity markets provide very attractive opportunities for investors looking for long-term capital
appreciation and the diver