Advisory Research Announces the Hiring of Global Dividend Portfolio Managers

CHICAGO--()--Advisory Research, Inc. is pleased to announce the hiring of portfolio managers Michael Valentinas and Adam Steffanus to manage sustainable dividend strategies for both global and U.S. mandates. They will be based in the firm’s Chicago office.

“We see Advisory Research as an enticing partnership opportunity. Their proven track record aligns with our business approach. We are eager to supplement the Advisory Research platform.”

Valentinas and Steffanus were previously portfolio managers at Credit Suisse where they co-led the HOLT Sustainable Dividend and Core strategies since 2005. Valentinas and Steffanus will be launching their Advisory Research strategies using their well-documented, successful process.

“With over $8 billion in assets under management and an established reputation across global equities, Advisory Research provides the operations and distribution support necessary for us to focus on the investment side of the business while becoming respected partners at the firm,” noted Steffanus.

Valentinas added, “We see Advisory Research as an enticing partnership opportunity. Their proven track record aligns with our business approach. We are eager to supplement the Advisory Research platform.”

Chris Crawshaw, president and CEO of Advisory Research commented, “Mike and Adam have an impressive investment history throughout the industry. Their combined approach complements our current investment team’s tactics, and they will add substantial value to the Advisory Research team.”

Valentinas is a graduate of DePaul University and a certified public accountant. He has been with Credit Suisse since 2001.

Steffanus is a graduate of Marquette University and earned his Master of Business Administration degree from the University of Chicago Booth School of Business. He worked for ABN AMRO before joining Credit Suisse in 2005. He is a chartered financial analyst.

About Advisory Research, Inc.
Advisory Research, Inc., founded in 1974 and headquartered in Chicago for over 40 years, is an $8.3 billion asset management firm offering high-quality U.S., international, MLP and alternative investments to a wide range of institutional and individual clients. To learn more about Advisory Research, please visit the company’s website at advisoryresearch.com.

Piper Jaffray Companies (NYSE: PJC) is a leading, international investment bank and asset management firm. Securities brokerage and investment banking services are offered in the U.S. through Piper Jaffray & Co., member SIPC and FINRA; in Europe through Piper Jaffray Ltd., authorized and regulated by the U.K. Financial Conduct Authority and Simmons & Company International Limited, authorized and regulated by the U.K. Financial Conduct Authority; Hong Kong through Piper Jaffray Hong Kong Limited, authorized and regulated by the Securities and Futures Commission. Asset management products and services are offered through five separate investment advisory affiliates―U.S. Securities and Exchange Commission (SEC) registered Advisory Research, Inc., Piper Jaffray Investment Management LLC, PJC Capital Partners LLC and Piper Jaffray & Co.; and Guernsey-based Parallel General Partners Limited, authorized and regulated by the Guernsey Financial Services Commission.

For additional information, please contact John Gallop at (312) 233-8998.

© 2016 Piper Jaffray Companies, 800 Nicollet Mall, Suite 1000, Minneapolis, Minnesota 55402-7036

Contacts

Advisory Research, Inc.
John Gallop, 312-233-8998
jgallop@advisoryresearch.com
www.advisoryresearch.com

Release Summary

Advisory Research, Inc. is pleased to announce the hiring of portfolio managers Michael Valentinas and Adam Steffanus to manage sustainable dividend strategies for both global and U.S. mandates.

Advisory Research, Inc.