General Investing >> Money Manager Interviews >> July 13, 2009

Value-oriented Investing – Brien M. O’brien & James M. Langer – Advisory Research, Inc.

James M. Langer, CFA has 17 years of investment experience and serves as a Managing Director of Advisory Research, Inc.. Prior to joining ARI, he served as an investment analyst at Marquette Capital for five years. His career in finance began at the Center for Research in Security Prices at the University of Chicago where he worked on several academic research projects. He holds a BA degree in Economics from the University of Chicago and an MBA degree from the Kellogg School of Management at Northwestern University. Profile
O'Brien, Brien M.
Brien M. O'Brien has 30 years of investment experience and serves as Chairman and CEO of Advisory Research, Inc. (ARI). Prior to joining ARI, he was the Founder of Marquette Capital, an investment advisory firm that merged with ARI in 1996. A former Vice President at Bear Stearns, he began his career with Oppenheimer & Co. He is a member of the Board of Trustees of Boston College, a member of the Board of Trustees of the University of Chicago Medical Center and a member of the Board of Trustees and Chairman of the Endowment Committee of the Westminster School in Simsbury, Connecticut. He graduated with honors from Boston College with a BS degree in Finance and Theology. Profile
TWST: Please begin with an overview of Advisory Research and the investment

philosophy of the firm.

Mr. O'Brien: Advisory Research, Inc. (ARI) was established in 1974. Since our