About
Adam Steffanus, CFA, is a Managing Director, Portfolio Manager, and Partner at Advisory Research, Inc., based in Chicago, IL. In his current role, he oversees portfolio construction and investment strategy for institutional and individual clients, with a particular focus on global equities and the Advisory Research Global Select strategy.
Previously, Adam was the Director and US Head of HOLT Investment Strategy at Credit Suisse Securities and served as Portfolio Manager (Director) at Credit Suisse Asset Management, where he developed expertise in equity analysis and portfolio management for diverse asset classes. His sector focus includes global equities, typically emphasizing companies with durable competitive advantages, high return reinvestment opportunities, and strong management incentives.
Adam holds an MBA in Finance from the University of Chicago Booth School of Business and a degree from Marquette University. With more than 25 years of investment experience, he is recognized for his disciplined, fundamentals-driven approach to equity investing and has contributed thought leadership to industry commentary on identifying high-quality business owners in public markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisory Research, Inc. | Portfolio Manager, Partner | Dec 2016 to Present | — |
| Credit Suisse Asset Management | Portfolio Manager (Director) | Dec 2010 to Nov 2016 | - Co-lead portfolio manager ($2B AUM) employing a capital discipline investment process with a focus on quality/value and global/international equities. The team manages six strategies across two sty... |
| Credit Suisse Securities | US Head of HOLT Investment Strategy (Director) | Jul 2005 to Oct 2014 | - Generated thematic insights across global equity markets leveraging a boutique quantitative equity valuation model. Thematic research includes a range of topics, from single stock & thematic basket... |
Education
The University of Chicago Booth School of Business
MBA, Finance
2003 — 2005
Marquette University
Skills & Expertise
Others at Advisory Research Inc. (2)
| Name | Role | Location |
|---|---|---|
M Matthew Swaim | Research Analyst | Evanston, IL , United States |
 | Vice President, Head Trader | Chicago, IL , United States |