Affiliated Managers Group
About: Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of September 2024, AMG's affiliate network-which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 36% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (27%) and Frontier, River Road, Parnassus, and Yacktman in US equities (21%)-had $728.4 billion in managed assets.
Employees: 4,100
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 8 (+2) [Q4]
5.7% more ownership
Funds ownership: 88.08% [Q3] → 93.78% (+5.7%) [Q4]
4% more capital invested
Capital invested by funds: $4.99B [Q3] → $5.2B (+$209M) [Q4]
6% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 53
3% less funds holding
Funds holding: 416 [Q3] → 403 (-13) [Q4]
30% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 167
55% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $3.26M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barrington Research Alexander Paris 60% 1-year accuracy 77 / 128 met price target | 27%upside $215 | Outperform Maintained | 6 Feb 2025 |
Financial journalist opinion
