Research Affiliates US Value Opportunities Revenue, Growth & Competitor Profile

DBA RESEARCH AFFILIATES, LLC
DBA RESEARCH AFFILIATES CAPITAL LP
DBA Research Affiliates Equity Emerging Markets, L.P.
DBA Research Affiliates Equity Global All Country, L.P.
DBA Research Affiliates Equity Global All Country Ex-US, L.P.
DBA Research Affiliates Equity International, L.P.
DBA Research Affiliates Equity Small International, L.P.
DBA Research Affiliates Equity US Large, L.P.
DBA Research Affiliates Equity US Small, L.P.
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DBA RESEARCH AFFILIATES, LLC

Company Profile & Annual Report for Research Affiliates US Value Opportunities

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Research Affiliates US Value Opportunities Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	620 Newport Center Drive, Suite 900 Newport Beach, CA 92660

Note: Revenues for privately held companies are statistical evaluations.


Research Affiliates US Value Opportunities's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Research Affiliates US Value Opportunities's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Research Affiliates US Value Opportunities is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Research Affiliates US Value Opportunities Annual Revenue and Growth Rate

Research Affiliates US Value Opportunities	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Research Affiliates US Value Opportunities's revenues are gauged from an analysis of company filings.

Research Affiliates US Value Opportunities's Income Statement (based on Industry Averages)

Research Affiliates US Value Opportunities P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Research Affiliates US Value Opportunities has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
April 30, 2024	22	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Research Affiliates US Value Opportunities is developing and marketing. Research Affiliates US Value Opportunities doesn't have any recent trademark applications, indicating Research Affiliates US Value Opportunities is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
RADTEC Financial advisory and consultancy services, namely, providing an overlay to an investment strategy allowing investors to control downside tracking error, providing financial index calculation, selection, weighting, overlays, and financial portfolio construction, and management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Management of portfolios comprising securities	07/22/2022
RESEARCH AFFILIATES MODEL PORTFOLIOS Financial services, namely, providing direct asset management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio constructions; financial planning for financial asset allocation; financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; financial asset management and investment strategy consulting services	04/30/2021
RAMP Financial services, namely, providing direct asset management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio constructions; financial planning for financial asset allocation; financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; financial asset management and investment strategy consulting services	04/30/2021

See all trademarks and details in the Full Report.

Market Share of Research Affiliates US Value Opportunities's Largest Competitors

A competitive analysis shows these companies are in the same general field as Research Affiliates US Value Opportunities, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Research Affiliates US Value Opportunities. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIANZ ASSET MANAGEMENT OF AMERICA	Newport Beach, CA	100
THOMAS JAMES HOMES	Aliso Viejo, CA	46
BEACON POINTE ADVISORS	Newport Beach, CA	22
PATHWAY CAPITAL MANAGEMENT	Irvine, CA	13
STRETTO	Irvine, CA	12
AQ SAGE PERSONNEL	Newport Beach, CA	11

Future Competition: Research Affiliates US Value Opportunities's Fastest Growing Competitors

These companies are in the same general field as Research Affiliates US Value Opportunities and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)