Our Investment Philosophy

Applied Research seeks to deliver Long-Term Absolute Returns through a focused strategy of investing in Worldwide Global and Regional Leaders with Sustainable Business models in Concentrated long only funds.

Our Core Corporate Values

  1. Value Creation
  2. Capital Stewardship
  3. Discipline and Consistency
  4. Accountability
  5. Diversity of Mind

Alignment of Interests

Applied Research is 100% Employee Owned and is a Diverse investment management firm serving institutional and qualified private clients. Each employee brings a unique expertise and is incentivized to best serve the interest of each Client. Every aspect of the investment process and operations as well as strategy are designed to serve the Long-Term Interest of our Clients.

Our Edge

"We Create Value by Investing in Lesser Known Local Leaders around the Globe through our long-term Expertise in International Markets".